CIK: 0001732007
申報總市值
US$2.0億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 10.62% | — | -5.28% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-其他 | 6.66% | — | +24.09% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.43% | — | -4.16% | |
| 4 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 5.63% | — | +2.60% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.91% | — | -7.03% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.43% | — | -6.95% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.25% | — | -10.19% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 3.19% | — | -7.56% | |
| 9 | AIA | Ishares Asia 50 ETF | ETF-其他 | 2.74% | — | +5.57% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.24% | — | -10.40% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.10% | — | -2.38% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 2.03% | — | -7.87% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.91% | — | +3.37% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.67% | — | +2.29% | |
| 15 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 1.59% | — | +2.54% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.54% | — | +29.25% | |
| 17 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 1.50% | — | +176.26% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 1.45% | — | -0.52% | |
| 19 | PTNQ | Pacer Trendpilot 100 ETF | ETF-其他 | 1.40% | — | +148.85% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | — | +0.22% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.01% | — | +22.58% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.99% | — | +1.08% | |
| 23 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 0.96% | — | — | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | — | -9.35% | |
| 25 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.92% | — | -1.64% | |
| 26 | CHW | Calamos Global Dynamic Incom | 股票-其他 | 0.90% | — | -0.90% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.88% | — | +7.24% | |
| 28 | PFE | Pfizer INC | 股票-醫療保健 | 0.86% | — | +0.78% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.79% | — | +1.04% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.78% | — | +22.66% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.74% | — | +10.95% | |
| 32 | PTMC | Pacer Trendpilot US Mid Cap | ETF-其他 | 0.69% | — | +129.07% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | — | +0.82% | |
| 34 | USA | Liberty All Star Equity Fund | 股票-其他 | 0.63% | — | +8.09% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.63% | — | +1.22% | |
| 36 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.62% | — | +27.06% | |
| 37 | CLX | Clorox Company | 股票-非循環性消費 | 0.59% | — | -3.44% | |
| 38 | SRE | Sempra | 股票-公用事業 | 0.58% | — | — | |
| 39 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.57% | — | -5.77% | |
| 40 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.55% | — | +31.29% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.52% | — | -4.18% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.52% | — | — | |
| 43 | MDIV | Ft Multi-asset Divers INC | ETF-其他 | 0.51% | — | — | |
| 44 | RQI | Cohen & Steers Qual INC Rlty | 股票-其他 | 0.50% | — | +2.68% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.50% | — | +0.91% | |
| 46 | FNX | First Trust Mid Cap Core Alp | ETF-其他 | 0.50% | — | +15.89% | |
| 47 | XFFCX | Flaherty & Crumrine Pref INC | 股票-其他 | 0.49% | — | — | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.48% | — | +4.36% | |
| 49 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.47% | — | +68.92% | |
| 50 | CAT | Caterpillar INC | 股票-工業 | 0.47% | — | +0.36% |