CIK: 0001667074
申報總市值
US$10.5億
僅顯示前 200 大持股（共 290 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 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 9.85% | +2.38% | +16.16% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 6.03% | — | +14.72% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.61% | -0.35% | +8.54% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 5.22% | — | +40.42% | |
| 5 | PFF | Ishares Preferred & Income S | ETF-其他 | 4.73% | — | +7.56% | |
| 6 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 4.66% | — | — | |
| 7 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 4.40% | +0.28% | +8.50% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.98% | -0.46% | +1.51% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.46% | — | +11.20% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.47% | — | +1.87% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.44% | -1.19% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.73% | — | -39.90% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.72% | +0.07% | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.58% | — | -0.63% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.42% | — | -74.93% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.26% | — | -3.18% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.12% | -0.31% | -22.65% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.89% | -0.35% | -0.26% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.81% | — | -67.52% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | — | -2.54% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.80% | +0.18% | -45.76% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | — | +6.13% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.75% | +0.13% | +11.23% | |
| 24 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.74% | — | +11.40% | |
| 25 | ABBV | Abbvie INC | 股票-醫療保健 | 0.73% | — | +6.85% | |
| 26 | PEP | Pepsico INC | 股票-非循環性消費 | 0.68% | -0.24% | +13.62% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.67% | -0.17% | +0.35% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.67% | — | +3.57% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | +0.16% | +6.25% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.65% | — | -13.18% | |
| 31 | GS | Goldman Sachs Group INC | 股票-金融 | 0.58% | — | +9.01% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.58% | -0.35% | EXIT | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.58% | — | -1.20% | |
| 34 | EMR | Emerson Electric Co | 股票-工業 | 0.56% | — | +8.07% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | +0.09% | +1.04% | |
| 36 | URI | United Rentals INC | 股票-工業 | 0.55% | — | +2.40% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.55% | — | -53.66% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.50% | — | -13.14% | |
| 39 | ARKK | Ark Innovation ETF | ETF-其他 | 0.46% | -0.24% | +192.77% | |
| 40 | USB | US Bancorp | 股票-金融 | 0.44% | — | -0.34% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.44% | — | -6.41% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.42% | — | -19.83% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.35% | — | -2.35% | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.35% | — | -25.43% | |
| 45 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.34% | — | -4.95% | |
| 46 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.34% | — | — | |
| 47 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.33% | — | -25.14% | |
| 48 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.32% | — | +3.51% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.32% | — | -59.73% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.32% | — | -5.27% |