CIK: 0001694435
申報總市值
US$19.8億
僅顯示前 200 大持股（共 516 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 | AAPL | Apple INC | 股票-科技 | 3.86% | — | +0.49% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.46% | — | +0.99% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.06% | +0.40% | — | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.88% | — | -79.91% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.87% | +0.61% | — | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.56% | -0.33% | — | |
| 7 | FTCS | First Trust Capital Strength | ETF-其他 | 1.48% | — | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.33% | +0.22% | — | |
| 9 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 1.31% | — | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.25% | — | — | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.23% | +0.26% | — | |
| 12 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股與成長 | 1.22% | — | +28.51% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.14% | — | -18.25% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.00% | — | +3.28% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.95% | — | +3.49% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.93% | — | +23.21% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.91% | — | +1.67% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 0.87% | +0.20% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | — | +2.79% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.84% | +0.24% | +24.20% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.80% | — | — | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.75% | — | +16.58% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.73% | — | +6.38% | |
| 24 | DHR | Danaher CORP | 股票-醫療保健 | 0.72% | — | -0.12% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.68% | — | — | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.66% | — | +1.90% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.65% | — | +181.55% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.64% | — | — | |
| 29 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.62% | — | +3.52% | |
| 30 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.62% | +0.44% | -27.20% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.58% | -0.20% | +0.94% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | — | +8.83% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.56% | — | — | |
| 34 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.56% | — | -2.03% | |
| 35 | HD | Home Depot INC | 股票-循環性消費 | 0.55% | — | +1.77% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | — | +1928.06% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.53% | — | -0.81% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.53% | — | +27.77% | |
| 39 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.50% | -0.62% | +25.22% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.49% | — | — | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.49% | -0.63% | +32.06% | |
| 42 | UNP | Union Pacific CORP | 股票-工業 | 0.49% | — | +1.97% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | -0.32% | EXIT | |
| 44 | WM | Waste Management INC | 股票-工業 | 0.48% | — | -2.67% | |
| 45 | TSLA | Tesla INC | 股票-循環性消費 | 0.48% | — | +227.17% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.47% | — | -1.30% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.47% | — | +7.38% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | — | — | |
| 49 | ROP | Roper Technologies INC | 股票-科技 | 0.43% | — | +1.03% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.42% | — | -3.16% |