CIK: 0001723397
申報總市值
US$196.1億
僅顯示前 200 大持股（共 3308 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 | 4.90% | -0.14% | +0.24% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.54% | -0.37% | +0.50% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.05% | — | +8.97% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.58% | — | +9.63% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.33% | -0.32% | -2.49% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.33% | — | +3.41% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.19% | -0.22% | +20.67% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.12% | — | +6.08% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.12% | — | +25.96% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.07% | — | +56.34% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | +0.14% | -3.53% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | — | +0.58% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.94% | — | -1.59% | |
| 14 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.92% | — | -1.09% | |
| 15 | GIS | General Mills INC | 股票-非循環性消費 | 0.90% | — | -2.46% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 0.89% | — | -3.75% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.82% | — | -1.05% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | +0.16% | -9.60% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.70% | -0.28% | +9.67% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.68% | — | -8.85% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.67% | — | +5.34% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.67% | — | +4.01% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.64% | — | +2.34% | |
| 24 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.63% | — | -1.89% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.62% | — | +32.39% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | — | +0.70% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.58% | — | +2.22% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.58% | +0.04% | +12.07% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | +0.35% | +7.19% | |
| 30 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.56% | — | +0.60% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.54% | +0.05% | -0.83% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +1.39% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.51% | — | +1.99% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.51% | — | +0.78% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.50% | — | -3.24% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.50% | — | +22.74% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.14% | -2.59% | |
| 38 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.48% | — | -0.12% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.48% | — | +3.37% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.47% | +0.12% | +6.14% | |
| 41 | ABBV | Abbvie INC | 股票-醫療保健 | 0.46% | — | +0.13% | |
| 42 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.46% | — | +25.80% | |
| 43 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.45% | — | +640.68% | |
| 44 | DRI | Darden Restaurants INC | 股票-循環性消費 | 0.44% | — | +0.98% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.44% | — | -0.07% | |
| 46 | UNP | Union Pacific CORP | 股票-工業 | 0.43% | — | -3.97% | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.43% | — | +264.81% | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.42% | — | +2.26% | |
| 49 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.41% | — | +11.52% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.40% | — | +1.75% |