CIK: 0001763608
申報總市值
US$2.5億
| # | 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 | VUG | Vanguard Growth ETF | ETF-其他 | 13.92% | — | +4.11% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 11.56% | — | +3.48% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.40% | — | +0.13% | |
| 4 | LMBS | First Trust Low Duration Opp | ETF-其他 | 4.48% | — | +8.76% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.34% | — | +0.20% | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 4.22% | — | +5.60% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.66% | — | +11.53% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.60% | — | +11.48% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.49% | — | +0.09% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 3.46% | — | +3.94% | |
| 11 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 3.40% | — | +11.57% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.70% | — | +11.15% | |
| 13 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 2.62% | — | +30.30% | |
| 14 | XLF | Ss Financial Select Sector | ETF-其他 | 2.16% | — | -4.84% | |
| 15 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.71% | — | -4.28% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.29% | — | +3.95% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.23% | — | -1.72% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.21% | — | +8.76% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.97% | — | -0.38% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.97% | — | +0.24% | |
| 21 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.92% | — | -0.07% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.86% | — | -4.40% | |
| 23 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.80% | — | +16.74% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.69% | — | -1.62% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.62% | — | +20.43% | |
| 26 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.57% | — | -4.84% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.52% | — | +0.94% | |
| 28 | PLUG | Plug Power INC | 股票-工業 | 0.49% | — | +10.93% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.46% | — | -0.81% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.40% | — | +0.55% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.38% | — | -8.48% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.37% | — | +0.27% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | -15.77% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.35% | — | +9.40% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.35% | — | +301.44% | |
| 36 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.33% | — | -1.12% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.33% | — | +65.58% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.32% | — | +2.75% | |
| 39 | PYPL | Paypal Holdings INC | 股票-金融 | 0.31% | — | -1.93% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.31% | — | +31.61% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.31% | — | -2.53% | |
| 42 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.30% | — | +9.59% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.30% | — | -3.14% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.29% | — | +17.14% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.29% | — | +5.24% | |
| 46 | FAN | First Trust Global Wind Ener | ETF-其他 | 0.28% | — | -1.18% | |
| 47 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.28% | — | -7.24% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.27% | — | -3.04% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.25% | — | +0.34% | |
| 50 | VRSK | Verisk Analytics INC | 股票-工業 | 0.25% | — | — |