CIK: 0001631864
申報總市值
US$14.6億
僅顯示前 200 大持股（共 282 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 | 5.45% | -0.52% | +12.27% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.64% | +0.10% | +1.25% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.57% | +0.12% | +13.57% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.38% | -0.14% | -0.56% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.35% | -0.78% | +2.65% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.92% | +0.14% | +10.28% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.79% | -0.20% | -22.86% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.55% | +0.12% | +1.76% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.08% | +0.10% | +3115.78% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.06% | — | -6.27% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.04% | -0.15% | +16.41% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.03% | -0.16% | +4.16% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.02% | -0.19% | +37.36% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.00% | — | +325.75% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.87% | -0.14% | +9.00% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.74% | — | +8.03% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.73% | +0.19% | +15.32% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.51% | — | +35.83% | |
| 19 | ✓ | 股票-其他 | 1.48% | — | -16.15% | ||
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.18% | — | +37.22% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.17% | -0.16% | +14.25% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.17% | -0.14% | +2018.04% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.14% | — | +3.90% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.14% | — | -9.37% | |
| 25 | WMT | Walmart INC | 股票-非循環性消費 | 0.98% | +0.12% | +2.64% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.93% | — | -14.74% | |
| 27 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.83% | +0.20% | -8.49% | |
| 28 | PEP | Pepsico INC | 股票-非循環性消費 | 0.81% | — | +7.61% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.81% | — | +3.28% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.80% | — | -6.85% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.79% | — | -0.05% | |
| 32 | ✓ | Mastercard Incorporated | 股票-其他 | 0.74% | -0.67% | EXIT | |
| 33 | MS | Morgan Stanley | 股票-金融 | 0.72% | — | -4.55% | |
| 34 | ✓ | Tesla, Inc. | 股票-其他 | 0.71% | -0.41% | EXIT | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.70% | — | +6.12% | |
| 36 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.70% | — | — | |
| 37 | BND | Vanguard Total Bond Market | ETF-其他 | 0.68% | — | +0.60% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | +1.75% | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.66% | — | +15.15% | |
| 40 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.66% | — | -9.08% | |
| 41 | ✓ | First Trust NASDAQ Cybersecuri | 股票-其他 | 0.66% | -0.61% | EXIT | |
| 42 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.65% | -0.12% | +0.70% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.64% | — | -1.89% | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.60% | — | +1.63% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.60% | — | +8.12% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.59% | — | +0.50% | |
| 47 | BLKCHF | Blackrock INC | 股票-其他 | 0.57% | — | -3.28% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.56% | — | +16.79% | |
| 49 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.55% | — | +5.96% | |
| 50 | AXP | American Express Co | 股票-金融 | 0.54% | -0.14% | -9.68% |