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 | 6.93% | -2.11% | -0.09% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.77% | -1.38% | -3.29% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 5.07% | -0.88% | -0.65% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.78% | — | +2.59% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.18% | -0.19% | -2.63% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.98% | -1.24% | +1.33% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 2.90% | -0.32% | -4.44% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.73% | — | +1.15% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.42% | -0.24% | -10.35% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.20% | -0.16% | +1.18% | |
| 11 | ✓ | Invsc Qqq Tr | 股票-其他 | 2.19% | — | — | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.99% | — | +3.03% | |
| 13 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 1.96% | — | -3.99% | |
| 14 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.94% | — | +0.99% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.93% | — | +3.96% | |
| 16 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 1.78% | -0.32% | +14.61% | |
| 17 | ABBV | Abbvie INC | 股票-醫療保健 | 1.71% | -0.09% | -1.21% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.64% | -0.21% | +1.91% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.51% | — | +11.31% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.47% | +0.25% | +2.94% | |
| 21 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.34% | — | +3.28% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.31% | — | -0.86% | |
| 23 | DE | Deere & Co | 股票-工業 | 1.30% | — | +0.61% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | -0.76% | +0.54% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.25% | — | +0.49% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.18% | — | -2.54% | |
| 27 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.14% | — | -0.90% | |
| 28 | ALL | Allstate CORP | 股票-金融 | 1.12% | — | +9.22% | |
| 29 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 1.10% | — | +3.27% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 1.06% | -0.22% | +11.04% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.00% | — | -0.58% | |
| 32 | TDOC | Teladoc Health INC | 股票-醫療保健 | 0.96% | — | -1.62% | |
| 33 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.95% | — | -15.54% | |
| 34 | CSX | Csx CORP | 股票-工業 | 0.85% | — | -5.72% | |
| 35 | PANW | Palo Alto Networks INC | 股票-科技 | 0.78% | -0.22% | -2.79% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.78% | — | -12.05% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.76% | — | +13.34% | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.75% | — | +5.36% | |
| 39 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.74% | — | -5.23% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.73% | -0.18% | +49.16% | |
| 41 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.71% | — | +0.72% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.71% | — | +144.80% | |
| 43 | BA | Boeing Co/the | 股票-工業 | 0.65% | — | +25.60% | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.61% | — | +0.91% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.57% | — | -1.43% | |
| 46 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.53% | — | +74.27% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.52% | +0.35% | +3.96% | |
| 48 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.51% | — | -18.53% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.51% | — | +2.32% | |
| 50 | IYT | Ishares US Transportation Et | ETF-其他 | 0.50% | — | -20.60% |