CIK: 0001694435
申報總市值
US$19.8億
僅顯示前 200 大持股（共 525 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 | MSFT | Microsoft CORP | 股票-科技 | 4.11% | — | +5.37% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.85% | — | +4.61% | |
| 3 | VKI | Invesco Adv Muni INC Tr Ii | 股票-其他 | 2.23% | — | +0.62% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.14% | +0.40% | +13.17% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.99% | — | +2.10% | |
| 6 | FTCS | First Trust Capital Strength | ETF-其他 | 1.63% | — | +3.98% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.50% | — | -3.11% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.27% | +0.22% | +0.26% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.20% | -0.33% | +13.44% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.15% | +0.26% | +4.18% | |
| 11 | ARKK | Ark Innovation ETF | ETF-其他 | 1.05% | — | -1.55% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.01% | — | +0.78% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.98% | — | -2.50% | |
| 14 | ACN | Accenture plc | 股票-科技 | 0.84% | — | +5.58% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.84% | — | +5.66% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.83% | — | -3.02% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.79% | — | +1.34% | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 0.78% | — | -1.96% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.75% | — | +4.58% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.74% | — | +104.20% | |
| 21 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.74% | — | +2.97% | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.72% | +0.24% | +1.09% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.64% | — | +0.86% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.63% | — | +0.50% | |
| 25 | HD | Home Depot INC | 股票-循環性消費 | 0.61% | — | +3.90% | |
| 26 | PNQI | Invesco Nasdaq Internet ETF | ETF-科技型 | 0.60% | — | +1.40% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.60% | — | +7.59% | |
| 28 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.59% | — | +9.58% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | — | +1.13% | |
| 30 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股與成長 | 0.58% | — | — | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.57% | +0.25% | -0.69% | |
| 32 | TSLA | Tesla INC | 股票-循環性消費 | 0.57% | — | -84.41% | |
| 33 | BND | Vanguard Total Bond Market | ETF-其他 | 0.57% | +0.20% | +1.47% | |
| 34 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.55% | — | +1.78% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.32% | EXIT | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.53% | — | -1.93% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | -0.20% | -2.71% | |
| 38 | ROP | Roper Technologies INC | 股票-科技 | 0.49% | — | +0.98% | |
| 39 | AKX | Ansys INC | 股票-其他 | 0.48% | — | -2.32% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.46% | — | -9.31% | |
| 41 | WM | Waste Management INC | 股票-工業 | 0.45% | — | -0.14% | |
| 42 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.44% | -0.62% | -9.81% | |
| 43 | IHS | Ihs Markit LTD | 股票-其他 | 0.44% | — | -0.40% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.43% | — | -0.30% | |
| 45 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.43% | — | +8.72% | |
| 46 | HON | Honeywell International INC | 股票-工業 | 0.42% | -0.17% | EXIT | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | +13.09% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.41% | — | -0.60% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.41% | — | +9.94% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.40% | — | +6.97% |