CIK: 0001694435
申報總市值
US$19.8億
僅顯示前 200 大持股（共 610 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 | 2.82% | — | -0.12% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.51% | +0.61% | +6.93% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.34% | +0.40% | -0.12% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | — | -0.41% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.72% | — | +24.29% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.61% | — | +9.01% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.59% | — | +3.26% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.45% | — | +0.49% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.37% | -0.33% | -3.00% | |
| 10 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.17% | -0.74% | +1.18% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.10% | — | +9.57% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.03% | +0.26% | -2.33% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.00% | -0.24% | +3.06% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.98% | +0.22% | +3.42% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.95% | — | +6.06% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.89% | -0.37% | -0.83% | |
| 17 | FTCS | First Trust Capital Strength | ETF-其他 | 0.87% | — | -9.19% | |
| 18 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.87% | +0.44% | +1.37% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.86% | — | +23.79% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.80% | — | -0.11% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.79% | — | -3.50% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.78% | — | +6.73% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.75% | — | +0.79% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.73% | — | +3.56% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.73% | — | +0.73% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | +3.80% | |
| 27 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.70% | — | +1.54% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.68% | — | +478.10% | |
| 29 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.68% | — | +2.01% | |
| 30 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.67% | — | +4.04% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | +0.25% | -0.46% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.67% | — | +1.26% | |
| 33 | USDU | Wisdomtree Bbg Usd Bullish | ETF-其他 | 0.66% | — | +9.78% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.63% | — | -2.09% | |
| 35 | XLE | Ss Energy Select Sector | ETF-其他 | 0.62% | -0.65% | +2.59% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.62% | — | +4.37% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.60% | — | +5.04% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.59% | — | +2.31% | |
| 39 | BND | Vanguard Total Bond Market | ETF-其他 | 0.58% | +0.20% | -9.33% | |
| 40 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 0.56% | — | — | |
| 41 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.54% | — | +3.55% | |
| 42 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.53% | — | +10.57% | |
| 43 | VTV | Vanguard Value ETF | ETF-其他 | 0.52% | — | +35.93% | |
| 44 | IMTB | Ishares Core 5-10 Year Usd | ETF-其他 | 0.52% | -0.21% | +1.87% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | — | +4.92% | |
| 46 | SPLB | Ss Spdr P Long Term C ETF | ETF-其他 | 0.51% | — | +14.03% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | -0.32% | EXIT | |
| 48 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.50% | — | +2.56% | |
| 49 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.49% | — | +4.34% | |
| 50 | DHR | Danaher CORP | 股票-醫療保健 | 0.49% | — | +0.48% |