CIK: 0001632549
申報總市值
US$193.5萬
僅顯示前 200 大持股(共 274 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 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 10.03% | — | +54.39% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 8.85% | — | +39.96% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 8.19% | — | +4.92% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.43% | — | +12.00% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 6.23% | — | +51.17% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.01% | +3.41% | +30.79% | |
| 7 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 4.65% | — | +56.18% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.23% | — | +44.98% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.67% | — | +204.91% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.07% | — | +56.71% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.79% | — | +7.14% | |
| 12 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 2.69% | — | +59.35% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.47% | — | +194.06% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.22% | +0.83% | NEW | |
| 15 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 2.10% | — | +10.41% | |
| 16 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 1.29% | — | +413.69% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.18% | — | +9.40% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.13% | — | +25.64% | |
| 19 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.96% | — | +22.36% | |
| 20 | XLF | Ss Financial Select Sector | ETF-其他 | 0.95% | — | — | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.94% | — | +51.90% | |
| 22 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 0.88% | — | +56.32% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.78% | — | +168.17% | |
| 24 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 0.74% | — | +6.83% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.74% | — | -7.09% | |
| 26 | VDE | Vanguard Energy ETF | ETF-其他 | 0.73% | — | +4.92% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | — | +18.34% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.58% | — | +233.83% | |
| 29 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.54% | — | +393.55% | |
| 30 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.52% | — | — | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.47% | +2.12% | NEW | |
| 32 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.45% | — | +869.20% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.44% | — | — | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.43% | — | +12.62% | |
| 35 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.38% | — | +42.32% | |
| 36 | MO | Altria Group INC | 股票-非循環性消費 | 0.38% | -0.87% | +1001.22% | |
| 37 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 0.38% | — | +2.47% | |
| 38 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.36% | — | — | |
| 39 | DDD | 3d Systems CORP | 股票-其他 | 0.35% | — | +53.55% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.32% | — | — | |
| 41 | VUG | Vanguard Growth ETF | ETF-其他 | 0.28% | — | +2.18% | |
| 42 | LDOS | Leidos Holdings INC | 股票-科技 | 0.28% | — | — | |
| 43 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.28% | — | +13.86% | |
| 44 | PYPL | Paypal Holdings INC | 股票-金融 | 0.26% | — | +13.07% | |
| 45 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 0.22% | — | +200.00% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.22% | — | +11.91% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.21% | — | — | |
| 48 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.21% | — | — | |
| 49 | T | At&t INC | 股票-通訊服務 | 0.21% | — | — | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | -1.85% | +160.00% |