CIK: 0001667074
申報總市值
US$10.5億
僅顯示前 200 大持股（共 220 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 | 23.59% | — | +93.76% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 10.84% | -0.35% | +4.33% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 9.21% | — | +32.35% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.06% | +0.42% | NEW | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.98% | — | +3.37% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.57% | -0.46% | -1.68% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.53% | +2.38% | +9.89% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.60% | — | +9.61% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | -0.44% | +1.04% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.16% | -0.31% | +11.44% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.03% | — | +6.61% | |
| 12 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | ETF-其他 | 0.97% | — | +0.16% | |
| 13 | PFE | Pfizer INC | 股票-醫療保健 | 0.86% | — | +4.71% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.78% | — | +1.09% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.73% | — | +7.59% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 0.72% | +0.13% | +7.50% | |
| 17 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.71% | — | -3.45% | |
| 18 | ABBV | Abbvie INC | 股票-醫療保健 | 0.67% | — | +9.84% | |
| 19 | PEP | Pepsico INC | 股票-非循環性消費 | 0.66% | -0.24% | +4.18% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.65% | — | +29.47% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | +0.16% | +16.32% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | +8.77% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | — | +11.53% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | -0.17% | +1.32% | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.58% | — | +5.75% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.57% | — | +2.38% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.53% | — | +0.84% | |
| 28 | TSLA | Tesla INC | 股票-循環性消費 | 0.51% | — | +182.09% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.50% | — | +3.46% | |
| 30 | RTX | Rtx CORP | 股票-工業 | 0.50% | — | +5.59% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.50% | — | +1866.51% | |
| 32 | MMM | 3m Co | 股票-工業 | 0.49% | — | +26.87% | |
| 33 | XLF | Ss Financial Select Sector | ETF-其他 | 0.46% | — | +5.25% | |
| 34 | GS | Goldman Sachs Group INC | 股票-金融 | 0.45% | — | +2.84% | |
| 35 | EMR | Emerson Electric Co | 股票-工業 | 0.45% | — | +6.24% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | — | -0.05% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | — | +16.98% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.43% | — | -15.40% | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.42% | — | +0.27% | |
| 40 | BROS | Dutch Bros Inc-class A | 股票-循環性消費 | 0.42% | — | +162.01% | |
| 41 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.41% | — | +6.41% | |
| 42 | MBB | Ishares Mbs ETF | ETF-其他 | 0.35% | — | -6.63% | |
| 43 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 0.35% | — | +16.64% | |
| 44 | USB | US Bancorp | 股票-金融 | 0.34% | — | +1.14% | |
| 45 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.32% | — | +2.21% | |
| 46 | EMN | Eastman Chemical Co | 股票-原物料 | 0.32% | — | +21.05% | |
| 47 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 0.31% | — | -26.16% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.30% | — | -94.38% | |
| 49 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.29% | — | +0.86% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.29% | — | +1901.81% |