CIK: 0001631864
申報總市值
US$14.6億
僅顯示前 200 大持股（共 375 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.37% | — | +48.36% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.24% | -0.14% | +2.59% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.90% | -0.52% | +1.19% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.47% | -0.78% | +1.99% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.28% | +0.10% | +1.57% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.88% | +0.12% | +1.42% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.76% | -0.20% | +1.71% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.74% | -0.15% | +1.79% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.56% | — | +3.59% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.47% | +0.19% | +6.35% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.10% | — | +5.17% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.09% | -0.19% | +4.51% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.83% | +0.10% | +1.46% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.63% | -0.14% | +0.35% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.62% | — | +5.81% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.62% | -0.16% | +3.06% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.45% | +0.14% | -1.66% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.39% | -0.14% | -1.77% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.36% | -0.16% | +0.36% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.29% | — | +0.96% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.20% | -0.14% | +4.63% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 1.19% | — | +6.49% | |
| 23 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.17% | — | +8.43% | |
| 24 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.16% | — | +13.36% | |
| 25 | DFAI | Dimensional International Co | ETF-其他 | 1.12% | — | +1.37% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.11% | — | +6.98% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.06% | +0.12% | +0.16% | |
| 28 | WMT | Walmart INC | 股票-非循環性消費 | 1.02% | +0.12% | -0.83% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | — | -0.02% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.89% | — | +9.88% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | — | +6.58% | |
| 32 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.80% | — | +2.26% | |
| 33 | ✓ | Mastercard Incorporated | 股票-其他 | 0.74% | -0.67% | EXIT | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.74% | — | -0.89% | |
| 35 | ✓ | First Tr Dow Jones Internet In | 股票-其他 | 0.74% | -0.69% | EXIT | |
| 36 | ✓ | First Trust NASDAQ Cybersecuri | 股票-其他 | 0.71% | -0.61% | EXIT | |
| 37 | AXP | American Express Co | 股票-金融 | 0.65% | -0.14% | +1.37% | |
| 38 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 0.65% | — | +8.16% | |
| 39 | BLK | Blackrock INC | 股票-金融 | 0.58% | — | +0.93% | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.57% | — | +5.93% | |
| 41 | MS | Morgan Stanley | 股票-金融 | 0.57% | — | +2.71% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.56% | — | +2.75% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.55% | — | -0.06% | |
| 44 | ✓ | First Tr Rising Divd Achiv | 股票-其他 | 0.54% | -0.50% | EXIT | |
| 45 | HD | Home Depot INC | 股票-循環性消費 | 0.53% | — | +0.64% | |
| 46 | ✓ | RTX Corporation | 股票-其他 | 0.53% | — | -0.57% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.52% | — | -6.54% | |
| 48 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.52% | — | +3.46% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.52% | — | -3.51% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.50% | — | -3.97% |