CIK: 0001667074
申報總市值
US$10.5億
僅顯示前 200 大持股（共 229 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 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 11.93% | — | +27.33% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 10.52% | -0.35% | +1.64% | |
| 3 | COMT | Ishares Gsci Commodity Dynam | ETF-避險與商品 | 7.15% | -1.69% | -6.21% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 6.69% | — | +221.72% | |
| 5 | IAU | Ishares Gold Trust | ETF-避險與商品 | 5.83% | +1.43% | +3.39% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-其他 | 5.56% | — | -25.61% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.94% | — | +0.47% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.46% | -0.46% | +0.60% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.46% | +2.38% | +0.58% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.39% | — | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.96% | -0.44% | +1.01% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.06% | -0.31% | +11.19% | |
| 13 | PFE | Pfizer INC | 股票-醫療保健 | 0.94% | — | +1.85% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.88% | — | +1921.52% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.79% | — | +0.98% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.78% | — | +8.15% | |
| 17 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.76% | — | +8.08% | |
| 18 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | ETF-其他 | 0.71% | — | +5.96% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.69% | — | +5.68% | |
| 20 | ABBV | Abbvie INC | 股票-醫療保健 | 0.66% | — | +2.00% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.65% | +0.13% | -6.82% | |
| 22 | PEP | Pepsico INC | 股票-非循環性消費 | 0.62% | -0.24% | +2.17% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.57% | — | +2.68% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.56% | — | +9.49% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | +5.67% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.55% | -0.17% | +6.05% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.55% | — | -0.17% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | — | +3.00% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.53% | — | +6.78% | |
| 30 | RTX | Rtx CORP | 股票-工業 | 0.53% | — | +3.28% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | — | -1.42% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.16% | +125.97% | |
| 33 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.51% | — | +4.12% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.49% | +0.09% | +7.02% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | — | -0.46% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.45% | — | +13.28% | |
| 37 | TSLA | Tesla INC | 股票-循環性消費 | 0.44% | — | +13.77% | |
| 38 | XLF | Ss Financial Select Sector | ETF-其他 | 0.44% | — | +10.78% | |
| 39 | EMR | Emerson Electric Co | 股票-工業 | 0.44% | — | +3.64% | |
| 40 | GSK | GSK plc ADRhedged | 股票-醫療保健 | 0.44% | — | +0.92% | |
| 41 | MMM | 3m Co | 股票-工業 | 0.43% | — | -3.69% | |
| 42 | GS | Goldman Sachs Group INC | 股票-金融 | 0.43% | — | +3.69% | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.42% | — | -1.82% | |
| 44 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.42% | — | +12.21% | |
| 45 | MBB | Ishares Mbs ETF | ETF-其他 | 0.39% | — | +0.98% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | — | +5.29% | |
| 47 | USB | US Bancorp | 股票-金融 | 0.36% | — | +0.09% | |
| 48 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 0.36% | — | +6.25% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.35% | — | +0.21% | |
| 50 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.34% | — | -0.02% |