CIK: 0001780055
申報總市值
US$4.2億
| # | 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 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 8.73% | — | -3.58% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 8.47% | -0.37% | +6.39% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 5.06% | — | -26.94% | |
| 4 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 4.96% | — | -1.19% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.29% | — | +7.27% | |
| 6 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 3.02% | — | +4.14% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.87% | — | -16.53% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.72% | +0.01% | +0.70% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.56% | -0.27% | +2.97% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.56% | — | -22.42% | |
| 11 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 2.07% | -0.09% | +1.89% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.85% | — | +28.90% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | -0.45% | +0.08% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.59% | -0.09% | -0.69% | |
| 15 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.57% | +0.05% | -2.39% | |
| 16 | WPC | Wp Carey INC | 股票-房地產 | 1.46% | — | +1.22% | |
| 17 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 1.45% | — | -4.86% | |
| 18 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 1.32% | — | -15.37% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.30% | +0.04% | +63.06% | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.26% | — | +10.61% | |
| 21 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 1.23% | +0.14% | +3.00% | |
| 22 | ✓ | Listed Fd Tr | 股票-其他 | 1.13% | — | — | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.12% | — | +7.81% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.06% | -0.15% | -0.92% | |
| 25 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.98% | — | +19.05% | |
| 26 | ✓ | Listed Fd Tr | 股票-其他 | 0.93% | — | -1.83% | |
| 27 | ✓ | 股票-其他 | 0.92% | — | +12.43% | ||
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.92% | — | +4.95% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.88% | — | -1.67% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | — | -0.24% | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.76% | — | -11.71% | |
| 32 | BA | Boeing Co/the | 股票-工業 | 0.76% | -0.11% | -2.57% | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.73% | — | -18.45% | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.71% | — | +1.26% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.66% | — | +1.38% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | — | +7.76% | |
| 37 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.57% | — | -7.90% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.53% | — | -11.14% | |
| 39 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.51% | — | -8.14% | |
| 40 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 0.50% | — | -24.53% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.47% | — | — | |
| 42 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.45% | — | +12.96% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.44% | — | -32.71% | |
| 44 | DVOL | First Trust Dw Momtm & Low | ETF-其他 | 0.43% | — | -5.88% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.43% | — | -54.83% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.43% | +0.06% | +303.02% | |
| 47 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.41% | +0.13% | NEW | |
| 48 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 0.41% | — | -9.53% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.41% | — | +3.41% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.39% | — | +2.44% |