CIK: 0001742569
申報總市值
US$4.7億
| # | 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 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 12.94% | -0.17% | +2.32% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 11.67% | -0.22% | -0.38% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 11.50% | -0.45% | +0.62% | |
| 4 | FDN | First Trust Dj Internet Ind | ETF-其他 | 7.21% | +0.02% | +0.21% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 6.89% | — | +2.51% | |
| 6 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 6.84% | -5.33% | EXIT | |
| 7 | FTXO | First Trust Nasdaq Bank ETF | ETF-科技型 | 6.50% | — | +2.08% | |
| 8 | FXR | First Trust Indst/producers | ETF-其他 | 6.48% | -0.36% | +2.50% | |
| 9 | FXL | First Trust Technology Alpha | ETF-科技型 | 6.38% | — | +2.68% | |
| 10 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 4.97% | — | +3.80% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.33% | +0.26% | -0.87% | |
| 12 | AAPL | Apple INC | 股票-科技 | 3.98% | -0.25% | -5.71% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | +0.20% | -2.59% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.18% | — | -2.09% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 0.98% | -0.95% | -0.76% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 0.95% | — | +0.36% | |
| 17 | CELG | Celgene CORP | 股票-其他 | 0.80% | — | -11.97% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | — | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.52% | — | -2.05% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.47% | +0.19% | +0.68% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.36% | — | +5.43% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.28% | — | -0.59% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.28% | — | +0.20% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.24% | — | -6.60% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.23% | — | +0.25% | |
| 26 | BA | Boeing Co/the | 股票-工業 | 0.19% | — | +0.25% | |
| 27 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.18% | — | +1.13% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.18% | — | — | |
| 29 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.17% | — | +12.06% | |
| 30 | ✓ | Powershares ETF Trust | ETF-其他 | 0.17% | — | — | |
| 31 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.16% | — | — | |
| 32 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.16% | — | +0.95% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.16% | — | +0.06% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.16% | — | +0.70% | |
| 35 | TSLA | Tesla INC | 股票-循環性消費 | 0.16% | — | — | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.15% | +0.14% | NEW | |
| 37 | DBX | Dropbox Inc-class A | 股票-科技 | 0.15% | — | — | |
| 38 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.12% | — | -30.81% | |
| 39 | ✓ | Alaunos Therapeutics INC | 股票-其他 | 0.03% | — | — |