CIK: 0001729829
申報總市值
US$899.3億
僅顯示前 200 大持股（共 1612 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 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.58% | — | +13.15% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.47% | — | +158.96% | |
| 3 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 2.01% | — | +271.10% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.79% | — | +345.25% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.22% | — | +207.42% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.20% | — | -52.21% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | — | +469.16% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | — | +460.23% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.01% | -0.70% | +110.75% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.83% | — | — | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.74% | — | +597.89% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.69% | — | +71.82% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.66% | — | -42.26% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.64% | — | — | |
| 15 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.63% | — | — | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 0.60% | — | +26.26% | |
| 17 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.59% | — | +180.69% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.57% | — | +91.22% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.57% | — | +513.05% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.57% | — | +535.02% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.55% | — | +212.16% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.54% | +0.30% | +339.43% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.53% | — | — | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | -0.41% | — | |
| 25 | ADBE | Adobe INC | 股票-科技 | 0.52% | -0.45% | +822.89% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | +0.30% | -48.47% | |
| 27 | WMT | Walmart INC | 股票-非循環性消費 | 0.52% | -1.29% | +256.66% | |
| 28 | NEE | Nextera Energy INC | 股票-公用事業 | 0.51% | — | +0.05% | |
| 29 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.49% | — | -45.75% | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.49% | — | +115.47% | |
| 31 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 0.48% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.45% | +0.56% | +250.70% | |
| 33 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.45% | — | +1802.62% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.44% | — | — | |
| 35 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.43% | — | +23072.79% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.41% | — | — | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.41% | — | +507.97% | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 0.40% | — | +151.59% | |
| 39 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.40% | — | +274.09% | |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.39% | — | +19.53% | |
| 41 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.39% | — | +42.42% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | -0.27% | -25.59% | |
| 43 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.38% | -0.29% | — | |
| 44 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.38% | — | +304.06% | |
| 45 | MMM | 3m Co | 股票-工業 | 0.38% | — | +90.25% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.37% | — | +27.19% | |
| 47 | EWL | Ishares Msci Switzerland ETF | ETF-其他 | 0.37% | — | +135.36% | |
| 48 | ARKK | Ark Innovation ETF | ETF-其他 | 0.37% | — | +570.76% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.36% | -0.30% | +51.19% | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.34% | — | — |