CIK: 0001667074
申報總市值
US$10.5億
僅顯示前 200 大持股（共 278 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 | 10.68% | +2.38% | +2.76% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 6.60% | — | +39.59% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 6.18% | — | -3.12% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.01% | -0.35% | -15.72% | |
| 5 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 4.47% | +0.28% | -6.11% | |
| 6 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 4.29% | — | +6.93% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.56% | -0.46% | -3.12% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.37% | — | -2.61% | |
| 9 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.17% | — | -35.54% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.02% | +0.07% | +3.81% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.93% | — | +0.13% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.44% | -0.47% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.50% | -0.31% | +17.54% | |
| 14 | SMIZ | Zacks Small/mid Cap ETF | ETF-其他 | 1.50% | +0.18% | — | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.25% | — | -3.19% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.14% | — | -3.71% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | +0.09% | +828.25% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.07% | — | -11.79% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.88% | -0.35% | -3.25% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.86% | -0.17% | -6.98% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.82% | — | -18.34% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | — | +3.21% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.74% | — | -10.71% | |
| 24 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.71% | — | -1.41% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | -2.69% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.70% | — | -4.11% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | — | -3.31% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.64% | +0.13% | -2.04% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.63% | — | -2.60% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.60% | +0.18% | -26.29% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.60% | -0.35% | EXIT | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | +0.16% | -14.00% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.57% | — | -6.27% | |
| 34 | NVDL | Granitesh 2x Lng Nvda ETF | ETF-其他 | 0.56% | — | +0.02% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | — | +5.97% | |
| 36 | PEP | Pepsico INC | 股票-非循環性消費 | 0.54% | -0.24% | -2.62% | |
| 37 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.52% | — | +6.11% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.52% | — | -2.00% | |
| 39 | GS | Goldman Sachs Group INC | 股票-金融 | 0.48% | — | -5.24% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.47% | -0.55% | +26.20% | |
| 41 | EMR | Emerson Electric Co | 股票-工業 | 0.46% | — | -6.44% | |
| 42 | URI | United Rentals INC | 股票-工業 | 0.44% | — | -2.91% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.42% | — | +3.70% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.41% | — | +4.02% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.39% | — | +6.44% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.37% | — | +1.84% | |
| 47 | USB | US Bancorp | 股票-金融 | 0.36% | — | -2.44% | |
| 48 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-其他 | 0.36% | — | -0.51% | |
| 49 | MMM | 3m Co | 股票-工業 | 0.36% | — | +7.60% | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.35% | — | +332.84% |