CIK: 0001859918
申報總市值
US$18.9億
僅顯示前 200 大持股（共 216 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 15.08% | +0.15% | +9.34% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.69% | -0.24% | +6.26% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 5.23% | — | +2.11% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 5.06% | — | +6.77% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.23% | -0.14% | +0.07% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.93% | — | +8.21% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 3.90% | -0.07% | +7.48% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.84% | — | -0.92% | |
| 9 | ABEQ | Absolute Select Value ETF | ETF-其他 | 3.35% | — | +5.72% | |
| 10 | EPD | Enterprise Products Partners | 股票-能源 | 1.58% | -0.37% | +3.84% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.52% | — | +9.91% | |
| 12 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.45% | +0.09% | -0.83% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.40% | — | +17.28% | |
| 14 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.36% | — | — | |
| 15 | MLPA | Global X Mlp ETF | ETF-其他 | 1.33% | +0.12% | — | |
| 16 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.08% | +0.21% | +14.99% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.97% | — | — | |
| 18 | DG | Dollar General CORP | 股票-非循環性消費 | 0.89% | — | +9.96% | |
| 19 | LKQ | Lkq CORP | 股票-循環性消費 | 0.83% | — | -17.00% | |
| 20 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.83% | — | +19.65% | |
| 21 | GPK | Graphic Packaging Holding Co | 股票-循環性消費 | 0.81% | — | +24.91% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.79% | — | — | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.76% | +0.19% | — | |
| 24 | CLH | Clean Harbors INC | 股票-工業 | 0.75% | +0.12% | +18.04% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.72% | — | +6.25% | |
| 26 | BWX | State Street Spdr Bloomberg | ETF-其他 | 0.66% | +0.17% | — | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | — | +1.38% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.61% | — | +0.23% | |
| 29 | BERYEUR | Berry Global Group INC | 股票-其他 | 0.56% | — | -19.49% | |
| 30 | ENB | Enbridge INC | 股票-能源 | 0.54% | +0.09% | +20.92% | |
| 31 | KNX | Knight-swift Transportation | 股票-工業 | 0.53% | +0.25% | +6.72% | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.53% | -0.12% | +5.69% | |
| 33 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.53% | +0.09% | +13.64% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.52% | -0.13% | EXIT | |
| 35 | WES | Western Midstream Partners L | 股票-能源 | 0.51% | -0.31% | EXIT | |
| 36 | CCK | Crown Holdings INC | 股票-循環性消費 | 0.51% | — | +11.52% | |
| 37 | FDX | Fedex CORP | 股票-工業 | 0.49% | — | +5.23% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | -0.10% | +0.10% | |
| 39 | PEP | Pepsico INC | 股票-非循環性消費 | 0.49% | — | +11.92% | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.48% | — | +11.63% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.47% | — | +12.74% | |
| 42 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 0.45% | — | +22.59% | |
| 43 | PNW | Pinnacle Financial Partners, Inc. | 股票-公用事業 | 0.43% | -0.34% | EXIT | |
| 44 | MAS | Masco CORP | 股票-工業 | 0.43% | — | +10.77% | |
| 45 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.43% | — | +2339.33% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.43% | — | +32.32% | |
| 47 | AZO | Autozone INC | 股票-循環性消費 | 0.41% | — | +15.78% | |
| 48 | PGR | Progressive CORP | 股票-金融 | 0.40% | — | +10.59% | |
| 49 | PFE | Pfizer INC | 股票-醫療保健 | 0.39% | +0.10% | +19.20% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | +15.18% |