CIK: 0001631864
申報總市值
US$14.6億
僅顯示前 200 大持股（共 219 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 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.30% | +0.12% | +0.14% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.19% | -0.52% | -0.16% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.49% | -0.14% | +3.07% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.49% | +0.10% | +13.41% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.12% | -0.20% | -0.72% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.50% | +0.19% | -6.20% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.27% | — | +0.48% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.25% | — | -8.75% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.05% | +0.14% | +12.90% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.03% | — | +2.92% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.98% | -0.15% | -9.79% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | -0.78% | -0.92% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.75% | — | +3.20% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.65% | — | -6.73% | |
| 15 | ✓ | 股票-其他 | 1.59% | — | +18.07% | ||
| 16 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.56% | — | -6.61% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.45% | +0.12% | -0.78% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.39% | — | -4.46% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.39% | — | -1.68% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.37% | -0.16% | +1.19% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.32% | -0.14% | -0.47% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.27% | — | -6.87% | |
| 23 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.11% | — | +4.98% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | — | +1.27% | |
| 25 | BLKCHF | Blackrock INC | 股票-其他 | 0.98% | — | +0.12% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.96% | — | +10.36% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.89% | — | -7.60% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.85% | -0.16% | -3.20% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.84% | — | -2.91% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.82% | — | +1.57% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.79% | — | +1148.14% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.75% | — | +16.82% | |
| 33 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.73% | — | -11.78% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工業 | 0.71% | — | +19.63% | |
| 35 | ✓ | Tesla, Inc. | 股票-其他 | 0.68% | -0.41% | EXIT | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.67% | — | +0.97% | |
| 37 | MMM | 3m Co | 股票-工業 | 0.67% | — | +0.08% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.65% | — | -0.79% | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.63% | — | -2.69% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.63% | — | -2.07% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | — | +0.31% | |
| 42 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.62% | — | +563.81% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | — | -0.05% | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.59% | -0.12% | -0.94% | |
| 45 | PNC | Pnc Financial Services Group | 股票-金融 | 0.58% | — | +1.79% | |
| 46 | ✓ | Bridgebio Pharma INC | 股票-其他 | 0.57% | — | — | |
| 47 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.56% | — | -3.48% | |
| 48 | ✓ | RTX Corporation | 股票-其他 | 0.55% | — | -1.29% | |
| 49 | ✓ | Global X Robotics ETF | ETF-其他 | 0.54% | — | +122.29% | |
| 50 | MS | Morgan Stanley | 股票-金融 | 0.54% | — | -2.66% |