CIK: 0001694435
申報總市值
US$19.8億
僅顯示前 200 大持股（共 564 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 | 3.19% | — | +4.37% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.92% | — | -6.11% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 1.84% | +0.40% | +4.66% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.82% | — | +0.27% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.64% | +0.61% | +2.62% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.60% | -0.33% | +5.20% | |
| 7 | FTCS | First Trust Capital Strength | ETF-其他 | 1.45% | — | +0.91% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.39% | — | +22.21% | |
| 9 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股與成長 | 1.37% | — | +15.98% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.28% | +0.22% | +4.87% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.28% | +0.26% | +6.09% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.20% | — | +65.39% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.06% | — | +1.49% | |
| 14 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 1.03% | — | +7.63% | |
| 15 | BND | Vanguard Total Bond Market | ETF-其他 | 1.00% | +0.20% | +33.05% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.93% | — | +70.43% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | — | +8.98% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.92% | — | +4.77% | |
| 19 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.91% | — | +3.15% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.90% | — | +8.51% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.80% | — | +34.71% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.74% | — | -0.16% | |
| 23 | ✓ | Invesco | 股票-其他 | 0.73% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | +11.17% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.67% | — | +52.04% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.67% | — | +13.07% | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.67% | — | -0.22% | |
| 28 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.66% | +0.24% | -7.38% | |
| 29 | DHR | Danaher CORP | 股票-醫療保健 | 0.65% | — | +2.34% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.64% | — | +27.35% | |
| 31 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.63% | — | +6.30% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.61% | -0.20% | +3.01% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.60% | — | +11.43% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.59% | — | +2.03% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.58% | — | +21.53% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.57% | — | -3.99% | |
| 37 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.57% | +0.44% | +3.31% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | -0.32% | EXIT | |
| 39 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.52% | — | +24.13% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.50% | -0.63% | +11.30% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.49% | — | -4.11% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.47% | — | +3.26% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.46% | — | -0.91% | |
| 44 | ROP | Roper Technologies INC | 股票-科技 | 0.46% | — | +2.75% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | — | +20.18% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.44% | — | +3.48% | |
| 47 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.43% | -0.62% | -2.97% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.43% | +0.43% | +15.14% | |
| 49 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.42% | -0.74% | +38.47% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.42% | — | +4.96% |