CIK: 0001709443
申報總市值
US$9802.5萬
僅顯示前 200 大持股（共 210 檔）
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.55% | +0.86% | — | |
| 2 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 3.88% | -1.45% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.70% | -3.68% | — | |
| 4 | ✓ | Powershares Exchange | 股票-其他 | 3.48% | — | — | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.40% | — | — | |
| 6 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 2.78% | -0.98% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.53% | +0.91% | — | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.43% | — | — | |
| 9 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 2.43% | — | — | |
| 10 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 2.42% | -0.83% | — | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.33% | — | — | |
| 12 | IDV | Ishares International Select | ETF-其他 | 2.26% | — | — | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.23% | — | — | |
| 14 | ✓ | Powershares S&p Smallcap Low | 股票-其他 | 1.75% | — | — | |
| 15 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.75% | -0.46% | — | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.70% | -1.70% | EXIT | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.67% | — | — | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.61% | — | — | |
| 19 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 1.55% | — | — | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 1.47% | — | — | |
| 21 | XLB | Ss Materials Select Sector | ETF-其他 | 1.46% | — | — | |
| 22 | VFC | Vf CORP | 股票-循環性消費 | 1.46% | -1.46% | — | |
| 23 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.44% | — | — | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 1.41% | -1.36% | — | |
| 25 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.41% | -1.41% | EXIT | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.35% | -1.33% | — | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.35% | -1.34% | EXIT | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.32% | — | — | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.27% | — | — | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.18% | — | — | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.14% | -1.14% | EXIT | |
| 32 | URTH | Ishares Msci World ETF | ETF-其他 | 1.13% | +1.29% | — | |
| 33 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.97% | +0.62% | — | |
| 34 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 0.94% | +1.44% | — | |
| 35 | LMT | Lockheed Martin CORP | 股票-工業 | 0.94% | -0.66% | — | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.92% | — | — | |
| 37 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.86% | -0.86% | EXIT | |
| 38 | GD | General Dynamics CORP | 股票-工業 | 0.85% | -0.85% | EXIT | |
| 39 | THO | Thor Industries INC | 股票-循環性消費 | 0.81% | -0.81% | EXIT | |
| 40 | PII | Polaris INC | 股票-循環性消費 | 0.81% | -0.81% | EXIT | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.76% | — | — | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.76% | — | — | |
| 43 | ELV | Elevance Health INC | 股票-醫療保健 | 0.75% | -0.73% | — | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.72% | -0.72% | EXIT | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | — | — | |
| 46 | WPC | Wp Carey INC | 股票-房地產 | 0.67% | — | — | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.64% | -0.64% | EXIT | |
| 48 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.57% | — | — | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | — | — | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.55% | — | — |