CIK: 0001846789
申報總市值
US$2.7億
| # | 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 21.48% | -1.13% | +0.28% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 14.97% | -0.04% | +1.63% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.06% | +0.84% | +4.37% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 6.92% | -0.08% | +2.80% | |
| 5 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 5.58% | +0.01% | +4.32% | |
| 6 | LMBS | First Trust Low Duration Opp | ETF-其他 | 4.84% | +0.07% | +3.05% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.67% | +0.06% | +1.59% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.20% | -0.16% | +2.79% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-其他 | 3.94% | -0.09% | +2.06% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.84% | -0.10% | -1.40% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.66% | -0.10% | +6.25% | |
| 12 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 3.06% | +0.19% | +1.30% | |
| 13 | DE | Deere & Co | 股票-工業 | 1.68% | +0.31% | +0.03% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.61% | -0.07% | -0.13% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.59% | — | +7.84% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.54% | +0.11% | +12.04% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.44% | -1.30% | +0.02% | |
| 18 | FMB | First Trust Managed Municipa | ETF-其他 | 0.75% | -0.05% | +1.64% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.74% | -0.02% | -1.25% | |
| 20 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.61% | +0.06% | +6.30% | |
| 21 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.56% | — | +36.23% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.53% | +0.01% | +3.02% | |
| 23 | USB | US Bancorp | 股票-金融 | 0.48% | -0.02% | — | |
| 24 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.45% | -0.04% | -9.34% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.33% | -0.02% | +6.07% | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.28% | +0.01% | +0.53% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.25% | -0.01% | -4.10% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.24% | -0.01% | +14.31% | |
| 29 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.23% | +0.01% | -3.89% | |
| 30 | TSLA | Tesla INC | 股票-循環性消費 | 0.21% | -0.03% | — | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.19% | -0.01% | — | |
| 32 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.18% | +0.01% | — | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.18% | -0.02% | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.17% | — | -2.15% | |
| 35 | ✓ | Spdr Nuveen Bloomberg High Yie | 股票-其他 | 0.16% | -0.03% | -7.28% | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.14% | — | +39.10% | |
| 37 | SHYM | Ishares Short Duration High | ETF-其他 | 0.14% | — | +72.19% | |
| 38 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.14% | — | +1.19% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.13% | — | +0.51% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.12% | — | -2.68% | |
| 41 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.12% | +0.01% | +2.61% | |
| 42 | FLXS | Flexsteel Inds | 股票-其他 | 0.11% | +0.01% | — | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.11% | -0.01% | +3.87% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.10% | -0.01% | +2.04% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.10% | — | — | |
| 46 | ETN | Eaton Corporation plc | 股票-工業 | 0.09% | +1.44% | — | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.09% | -0.09% | EXIT |