CIK: 0001667074
申報總市值
US$10.5億
僅顯示前 200 大持股（共 221 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 | 19.79% | — | -17.49% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 9.17% | -0.35% | -22.07% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 7.82% | — | -16.47% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 5.81% | — | +2.89% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.29% | +0.42% | NEW | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.93% | +2.38% | -3.81% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.37% | -0.46% | -1.44% | |
| 8 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 2.44% | +0.28% | — | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.42% | — | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.99% | -0.44% | +1.65% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.25% | -0.31% | +1.86% | |
| 12 | PFE | Pfizer INC | 股票-醫療保健 | 1.00% | — | -1.57% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 0.94% | +0.13% | +2.53% | |
| 14 | ABBV | Abbvie INC | 股票-醫療保健 | 0.83% | — | +1.39% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.82% | — | +2.59% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | +0.16% | +1.06% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | — | +3.30% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.78% | — | -0.16% | |
| 19 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.78% | — | +2.29% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | — | +4.02% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.76% | — | -3.94% | |
| 22 | PEP | Pepsico INC | 股票-非循環性消費 | 0.76% | -0.24% | +2.05% | |
| 23 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | ETF-其他 | 0.75% | — | -25.53% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.67% | -0.17% | -0.66% | |
| 25 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.65% | — | +0.38% | |
| 26 | RTX | Rtx CORP | 股票-工業 | 0.64% | — | +2.64% | |
| 27 | EMR | Emerson Electric Co | 股票-工業 | 0.61% | — | +2.71% | |
| 28 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.60% | — | +1.46% | |
| 29 | GS | Goldman Sachs Group INC | 股票-金融 | 0.55% | — | +2.39% | |
| 30 | MBB | Ishares Mbs ETF | ETF-其他 | 0.55% | — | +50.66% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.55% | — | +11.88% | |
| 32 | XLF | Ss Financial Select Sector | ETF-其他 | 0.54% | — | +0.93% | |
| 33 | MMM | 3m Co | 股票-工業 | 0.51% | — | -5.12% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | — | -3.06% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | — | +1.80% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.47% | — | +2.97% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.46% | — | +9.20% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.46% | — | -1.40% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.45% | — | -84.92% | |
| 40 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.42% | — | -0.16% | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.41% | — | -10.10% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | — | -14.77% | |
| 43 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.39% | — | +0.71% | |
| 44 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.39% | — | -41.43% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.37% | -0.35% | +143.28% | |
| 46 | COP | Conocophillips | 股票-能源 | 0.37% | — | — | |
| 47 | USB | US Bancorp | 股票-金融 | 0.36% | — | -2.46% | |
| 48 | BROS | Dutch Bros Inc-class A | 股票-循環性消費 | 0.35% | — | -9.13% | |
| 49 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.33% | — | +96.79% | |
| 50 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.32% | — | +2.11% |