CIK: 0001639943
申報總市值
US$5.2億
僅顯示前 200 大持股（共 330 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 | AAPL | Apple INC | 股票-科技 | 7.01% | -0.20% | +2.62% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.26% | +0.08% | +4.74% | |
| 3 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 3.05% | — | -0.26% | |
| 4 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 2.86% | — | +6.95% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.47% | +0.86% | -13.84% | |
| 6 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 2.33% | — | — | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.29% | — | -2.88% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.19% | — | +25.14% | |
| 9 | PSEP | Innovator U.s. Equity Power | ETF-其他 | 2.01% | — | +29.72% | |
| 10 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.99% | — | +2.38% | |
| 11 | PFEB | Innovator U.s. Equity Power | ETF-其他 | 1.94% | — | +2600.84% | |
| 12 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 1.81% | — | +7.56% | |
| 13 | FTLS | First Trust Long/short Eqty | ETF-其他 | 1.81% | -0.07% | -9.63% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.39% | -0.29% | -1.97% | |
| 15 | PGX | Invesco Preferred ETF | ETF-其他 | 1.36% | — | -10.47% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.34% | -0.18% | +1.61% | |
| 17 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.33% | — | +4.71% | |
| 18 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.27% | — | +7.23% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.18% | — | +7.59% | |
| 20 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.12% | — | — | |
| 21 | MDT | Medtronic plc | 股票-醫療保健 | 1.10% | — | +9.29% | |
| 22 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 1.10% | — | +18.95% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.08% | — | +5.29% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.06% | — | +8.74% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.05% | — | +9.99% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.05% | -0.15% | +6.74% | |
| 27 | CFR | Cullen/frost Bankers INC | 股票-金融 | 1.03% | — | +5.07% | |
| 28 | TGT | Target CORP | 股票-循環性消費 | 0.98% | — | +6.50% | |
| 29 | SWK | Stanley Black & Decker INC | 股票-工業 | 0.97% | — | +6.00% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.95% | -0.14% | +3.19% | |
| 31 | O | Realty Income CORP | 股票-房地產 | 0.91% | — | +24.62% | |
| 32 | WPC | Wp Carey INC | 股票-房地產 | 0.89% | — | +11.04% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | -0.47% | +11.39% | |
| 34 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 0.87% | — | -3.32% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.86% | +0.23% | -1.23% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.86% | — | +3.81% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.86% | — | -10.56% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.84% | -0.11% | +1.09% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.82% | — | +10.41% | |
| 40 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.81% | — | +11.23% | |
| 41 | BKH | Black Hills CORP | 股票-公用事業 | 0.81% | — | +13.20% | |
| 42 | MO | Altria Group INC | 股票-非循環性消費 | 0.79% | — | +7.73% | |
| 43 | SYY | Sysco CORP | 股票-非循環性消費 | 0.76% | — | +15.56% | |
| 44 | TXN | Texas Instruments INC | 股票-科技 | 0.72% | — | +7.20% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.72% | — | +15.21% | |
| 46 | NUE | Nucor CORP | 股票-原物料 | 0.72% | — | +10.93% | |
| 47 | CHRW | C.h. Robinson Worldwide INC | 股票-工業 | 0.71% | — | +8.47% | |
| 48 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.71% | — | -5.28% | |
| 49 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.70% | — | +12.32% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.69% | +1.57% | +3.81% |