CIK: 0001729847
申報總市值
US$4.1億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.79% | -2.11% | +10.70% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.34% | -1.38% | +1.59% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.16% | -0.19% | +12.77% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.11% | -0.24% | +8.20% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.46% | -0.88% | +13.15% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.42% | — | +8.33% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.41% | -0.16% | +5.21% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.21% | -1.24% | +3.00% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.19% | — | +6.45% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.14% | — | -1.87% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 3.05% | — | +4.34% | |
| 12 | ABBV | Abbvie INC | 股票-醫療保健 | 2.87% | -0.09% | +6.45% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.72% | — | +3.20% | |
| 14 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 2.45% | — | +8.17% | |
| 15 | ALL | Allstate CORP | 股票-金融 | 2.27% | — | +5.85% | |
| 16 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.25% | — | +11.36% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 2.22% | — | +13.32% | |
| 18 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 2.16% | — | +144.11% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.07% | — | -1.55% | |
| 20 | BOTZ | Global X Robotics & Artifici | ETF-其他 | 2.03% | — | +2.04% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.90% | — | — | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.84% | +0.25% | +31.23% | |
| 23 | ✓ | Andeavor Logistics LP | 股票-其他 | 1.73% | — | +0.01% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.72% | — | +8.58% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.58% | -0.21% | +8.78% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.43% | — | +12.86% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.41% | +0.35% | +428.08% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.41% | — | +440.51% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.41% | — | +36.33% | |
| 30 | DE | Deere & Co | 股票-工業 | 1.27% | — | +7.27% | |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.25% | — | +1.88% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.16% | — | +8.08% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.06% | — | +13.40% | |
| 34 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.05% | — | +19.68% | |
| 35 | BA | Boeing Co/the | 股票-工業 | 0.83% | — | +2.72% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.80% | -0.41% | +44.45% | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.76% | — | +18.51% | |
| 38 | FDX | Fedex CORP | 股票-工業 | 0.75% | — | +4.13% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.74% | — | +101.41% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.64% | — | -4.93% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.64% | — | — | |
| 42 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.63% | — | -53.68% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | — | +74.82% | |
| 44 | ALGN | Align Technology INC | 股票-醫療保健 | 0.53% | — | +12.52% | |
| 45 | ✓ | Powershares | 股票-其他 | 0.48% | — | +8.00% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.44% | — | +22.57% | |
| 47 | INDA | Ishares Msci India ETF | ETF-其他 | 0.44% | — | +47.90% | |
| 48 | HACKUSD | Etfmg Prime Cyber Security E | ETF-其他 | 0.42% | — | -3.99% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.41% | — | +21.13% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.41% | — | +2.12% |