CIK: 0001730322
申報總市值
US$11.4億
僅顯示前 200 大持股（共 1102 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 16.27% | — | +5.39% | |
| 2 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 6.54% | — | -2.41% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.63% | — | +5.15% | |
| 4 | HCA | Hca Healthcare INC | 股票-醫療保健 | 5.30% | — | -0.16% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.13% | — | +2.61% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.53% | — | +10.33% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.36% | — | -13.25% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.32% | — | +9.34% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 3.14% | — | +11.92% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.08% | — | +7.10% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.00% | — | +5653.27% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.98% | — | -0.98% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.12% | — | +0.38% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.95% | — | -52.31% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.81% | — | -8.79% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | — | -0.75% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.10% | — | +1.77% | |
| 18 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-其他 | 1.02% | — | +2.65% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.90% | — | -15.81% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.76% | — | +0.21% | |
| 21 | PWV | Invesco Large Cap Value ETF | ETF-大型股與成長 | 0.64% | — | -2.10% | |
| 22 | PNW | Pinnacle Financial Partners, Inc. | 股票-公用事業 | 0.60% | — | +1.75% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | — | +2.87% | |
| 24 | FFEB | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.54% | — | -14.39% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | — | +1.87% | |
| 26 | PWB | Invesco Large Cap Growth ETF | ETF-大型股與成長 | 0.53% | — | -1.32% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.52% | — | -0.47% | |
| 28 | CORT | Corcept Therapeutics INC | 股票-醫療保健 | 0.51% | — | — | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.48% | — | -0.49% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.46% | — | +1914.24% | |
| 31 | FMAY | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.42% | — | +26.92% | |
| 32 | CSTL | Castle Biosciences INC | 股票-其他 | 0.41% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | +3.90% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.37% | — | +0.60% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.35% | — | -0.27% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.34% | — | +2.40% | |
| 37 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.30% | — | -5.34% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.29% | — | -12.48% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.29% | — | -3.17% | |
| 40 | FDHY | Fidelity Enh Hi Yld ETF | ETF-其他 | 0.29% | — | -6.53% | |
| 41 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.28% | — | -0.72% | |
| 42 | AER | AerCap Holdings N.V. | 股票-工業 | 0.27% | — | +0.15% | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.25% | — | +0.77% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.25% | — | +2.25% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.24% | — | +1.00% | |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.23% | — | -4.62% | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.22% | — | +54.47% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.22% | — | +4.67% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.22% | — | -1.45% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.21% | — | -3.61% |