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 | 6.96% | -2.11% | +4.27% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.18% | -1.38% | -2.09% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.29% | -0.88% | +0.69% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.48% | — | -0.49% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.29% | -0.19% | +7.76% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.26% | -1.24% | +0.49% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 3.25% | -0.32% | +7.90% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.73% | — | +1.45% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.56% | -0.26% | +8.17% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 2.53% | -0.32% | +7.64% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.33% | -0.21% | +2.61% | |
| 12 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 2.05% | — | +0.78% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.03% | -0.24% | +2.23% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.87% | -0.16% | +1.36% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.76% | +5.95% | |
| 16 | ABBV | Abbvie INC | 股票-醫療保健 | 1.82% | -0.09% | +3.47% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.68% | — | +5.04% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.65% | — | -1.92% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.59% | — | +0.30% | |
| 20 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 1.55% | — | -4.43% | |
| 21 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.34% | — | -0.14% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.34% | +0.25% | -3.72% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.12% | — | +2.47% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.12% | — | -3.71% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.11% | — | +3.49% | |
| 26 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.08% | — | -0.28% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | -0.22% | +6.12% | |
| 28 | PANW | Palo Alto Networks INC | 股票-科技 | 1.04% | -0.22% | +0.91% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.97% | — | +4.82% | |
| 30 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.96% | — | +7.40% | |
| 31 | DE | Deere & Co | 股票-工業 | 0.91% | — | +0.55% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.91% | -0.18% | +8.41% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.91% | — | +4.83% | |
| 34 | ALL | Allstate CORP | 股票-金融 | 0.90% | — | -1.96% | |
| 35 | PFE | Pfizer INC | 股票-醫療保健 | 0.89% | — | +1.39% | |
| 36 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.87% | — | -5.32% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.81% | — | +1.15% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.79% | — | +7.66% | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.75% | — | -13.75% | |
| 40 | CRM | Salesforce INC | 股票-科技 | 0.73% | — | +10.29% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.68% | — | +5.61% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.62% | — | +2.14% | |
| 43 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.60% | — | -3.21% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.59% | — | +2.07% | |
| 45 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.57% | — | -1.81% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.56% | — | +1.64% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.55% | — | -0.12% | |
| 48 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.53% | — | -10.64% | |
| 49 | IDGT | Ishares US Dgtl Infra & R/e | ETF-其他 | 0.53% | — | -10.39% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.52% | +0.35% | -6.63% |