CIK: 0001667132
申報總市值
US$6.8億
| # | 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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 12.81% | -0.82% | -0.75% | |
| 2 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 11.01% | — | -3.47% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 8.97% | -0.17% | -10.05% | |
| 4 | GNTX | Gentex CORP | 股票-循環性消費 | 5.00% | -0.26% | -2.90% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.39% | — | +1.81% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.84% | — | -2.08% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.74% | -0.25% | -21.26% | |
| 8 | ✓ | Macatawa Bk CORP | 股票-其他 | 2.60% | — | -0.09% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.34% | -0.35% | +0.57% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.24% | +0.12% | -1.32% | |
| 11 | ✓ | Guggenheim S&p 500 Pure Growth | 股票-其他 | 2.00% | — | -8.63% | |
| 12 | ABBV | Abbvie INC | 股票-醫療保健 | 1.97% | -0.14% | -2.37% | |
| 13 | CHFCUSD | Tcf Financial CORP | 股票-其他 | 1.91% | — | -0.90% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.88% | — | -1.05% | |
| 15 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 1.87% | — | -6.24% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.53% | — | -3.66% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.45% | -0.33% | -0.30% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.40% | — | +173.70% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.40% | -0.10% | +9.48% | |
| 20 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.38% | — | -20.24% | |
| 21 | ✓ | Guggenheim Mid-cap Core ETF | ETF-其他 | 1.37% | — | +2.00% | |
| 22 | ✓ | Rydex ETF Trust | ETF-其他 | 1.30% | — | -2.49% | |
| 23 | ✓ | Rydex ETF Trust | ETF-其他 | 1.26% | — | -5.59% | |
| 24 | ✓ | Powershares Exchange | 股票-其他 | 1.25% | — | -1.58% | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.20% | — | +6.66% | |
| 26 | ✓ | Powershares ETF Trust | ETF-其他 | 1.18% | — | -10.00% | |
| 27 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.09% | -0.16% | -2.26% | |
| 28 | MIY | Blackrock Muniyield Mi Qlty | 股票-其他 | 0.88% | — | +9.96% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.76% | — | +0.66% | |
| 30 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.75% | — | — | |
| 31 | ✓ | Invuity INC | 股票-其他 | 0.74% | — | — | |
| 32 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 0.65% | — | -1.56% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | — | -46.08% | |
| 34 | DWM | Wisdomtree International Equ | ETF-其他 | 0.55% | — | -5.79% | |
| 35 | COMT | Ishares Gsci Commodity Dynam | ETF-避險與商品 | 0.50% | — | +32.92% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | — | -7.33% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.45% | -0.08% | +0.02% | |
| 38 | MLKN | Millerknoll INC | 股票-其他 | 0.42% | — | -82.21% | |
| 39 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.41% | — | -0.14% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.38% | — | -5.14% | |
| 41 | AAPL | Apple INC | 股票-科技 | 0.37% | -0.28% | -58.09% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.37% | — | — | |
| 43 | IVLU | Ishares Msci International V | ETF-其他 | 0.36% | — | — | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.36% | — | — | |
| 45 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.35% | — | +12.20% | |
| 46 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.32% | — | +1.30% | |
| 47 | DIM | Wisdomtree Intl M/c Dvd Fund | ETF-其他 | 0.30% | — | +0.42% | |
| 48 | ✓ | Rydex ETF Trust | ETF-其他 | 0.30% | — | -8.80% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.27% | — | — | |
| 50 | DFE | Wisdomtree Eur S/c Dividend | ETF-其他 | 0.27% | — | — |