CIK: 0001639943
申報總市值
US$5.2億
僅顯示前 200 大持股（共 319 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 | 6.66% | -0.20% | +0.27% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.58% | +0.86% | +2.02% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.40% | +0.08% | +0.11% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.28% | — | +2.27% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.82% | — | +1.34% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.79% | — | +2.07% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.63% | +0.09% | -1.51% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.57% | — | +3.29% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.56% | — | +3.60% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.45% | -0.14% | +3.50% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.43% | — | +0.47% | |
| 12 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 1.42% | -0.08% | -0.38% | |
| 13 | SECT | Main Sector Rotation ETF | ETF-其他 | 1.34% | — | +2.13% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.21% | -0.18% | +1.44% | |
| 15 | MINO | Pimco Municipal Income Oppor | ETF-其他 | 1.18% | — | +2.31% | |
| 16 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.17% | — | +68.97% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.10% | +1.57% | +6.87% | |
| 18 | FTLS | First Trust Long/short Eqty | ETF-其他 | 1.10% | -0.07% | -1.27% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.10% | -0.15% | +0.75% | |
| 20 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 1.01% | — | +0.30% | |
| 21 | PEP | Pepsico INC | 股票-非循環性消費 | 0.99% | — | -0.86% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.98% | — | +51.39% | |
| 23 | NUE | Nucor CORP | 股票-原物料 | 0.97% | — | +1.26% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.94% | — | +3.42% | |
| 25 | AGOX | Adaptive Alpha Opportunities | ETF-其他 | 0.94% | -0.05% | -0.86% | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.93% | — | -0.23% | |
| 27 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.91% | — | +2.31% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.91% | — | +0.43% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.91% | — | +10.53% | |
| 30 | CASY | Casey's General Stores INC | 股票-循環性消費 | 0.90% | — | +5.82% | |
| 31 | GGG | Graco INC | 股票-工業 | 0.89% | — | +0.81% | |
| 32 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.84% | — | -4.09% | |
| 33 | WPC | Wp Carey INC | 股票-房地產 | 0.84% | — | -4.45% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | -0.47% | +4.02% | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.82% | — | -0.95% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.82% | -0.29% | -0.60% | |
| 37 | O | Realty Income CORP | 股票-房地產 | 0.81% | — | -3.76% | |
| 38 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.81% | — | +1.11% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.77% | +0.23% | +38.25% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.76% | -0.15% | +1.87% | |
| 41 | CLOI | Vaneck Clo ETF | ETF-其他 | 0.73% | — | +33.58% | |
| 42 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.72% | — | -1.09% | |
| 43 | WMT | Walmart INC | 股票-非循環性消費 | 0.71% | -0.11% | -3.47% | |
| 44 | TXN | Texas Instruments INC | 股票-科技 | 0.71% | — | -1.95% | |
| 45 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.66% | — | +13.20% | |
| 46 | CFR | Cullen/frost Bankers INC | 股票-金融 | 0.66% | — | -0.71% | |
| 47 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.66% | — | +121.33% | |
| 48 | UMBF | Umb Financial CORP | 股票-金融 | 0.65% | — | -2.43% | |
| 49 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.64% | — | +3.03% | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.62% | — | -20.53% |