CIK: 0001667074
申報總市值
US$10.5億
僅顯示前 200 大持股（共 241 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 | 9.47% | — | -15.19% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 8.52% | +2.38% | +44.67% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.87% | -0.35% | -21.55% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 5.67% | — | +11.62% | |
| 5 | PFF | Ishares Preferred & Income S | ETF-其他 | 5.23% | — | +16.95% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.94% | +0.42% | NEW | |
| 7 | AAPL | Apple INC | 股票-科技 | 4.68% | -0.46% | -1.45% | |
| 8 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 4.49% | +0.28% | +8.03% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.45% | — | -18.14% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.72% | — | +12.29% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | -0.44% | -7.38% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.63% | -0.31% | -1.51% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.31% | — | -0.30% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.09% | — | +32.43% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.93% | +0.18% | +261.99% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | -0.35% | -17.89% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | — | +0.93% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | — | -0.01% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.80% | +0.13% | -0.70% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.76% | — | -35.38% | |
| 21 | PFE | Pfizer INC | 股票-醫療保健 | 0.76% | — | +2.11% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | +0.16% | -3.78% | |
| 23 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.75% | — | +7.34% | |
| 24 | PEP | Pepsico INC | 股票-非循環性消費 | 0.74% | -0.24% | -2.42% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.67% | -0.17% | -12.71% | |
| 26 | ABBV | Abbvie INC | 股票-醫療保健 | 0.67% | — | -0.89% | |
| 27 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.64% | — | +3.13% | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.63% | -0.35% | EXIT | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.63% | — | -1.00% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.61% | — | -21.22% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.61% | — | +1.34% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.59% | — | -1.91% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.57% | — | -1.04% | |
| 34 | EMR | Emerson Electric Co | 股票-工業 | 0.56% | — | +2.19% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.55% | — | -0.93% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.53% | +0.09% | -0.24% | |
| 37 | XLF | Ss Financial Select Sector | ETF-其他 | 0.52% | — | +2.43% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.52% | — | +2.16% | |
| 39 | GS | Goldman Sachs Group INC | 股票-金融 | 0.51% | — | +2.49% | |
| 40 | MMM | 3m Co | 股票-工業 | 0.47% | — | +4.88% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.45% | — | -0.17% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | — | +5.80% | |
| 43 | COP | Conocophillips | 股票-能源 | 0.43% | — | +21.42% | |
| 44 | TSLA | Tesla INC | 股票-循環性消費 | 0.43% | — | -1.67% | |
| 45 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.41% | — | +0.94% | |
| 46 | USB | US Bancorp | 股票-金融 | 0.39% | — | +23.61% | |
| 47 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.38% | — | +787.96% | |
| 48 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.37% | — | +2.61% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.37% | — | +143.05% | |
| 50 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | ETF-其他 | 0.35% | — | -16.68% |