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 | 11.16% | -0.82% | -0.75% | |
| 2 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 9.79% | — | -4.47% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 9.77% | -0.17% | +8.75% | |
| 4 | GNTX | Gentex CORP | 股票-循環性消費 | 7.26% | -0.26% | -0.26% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.41% | — | +4.82% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.12% | — | +5.75% | |
| 7 | ✓ | Macatawa Bk CORP | 股票-其他 | 2.90% | — | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.55% | -0.25% | +7.26% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.41% | -0.35% | +11.19% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.19% | +0.12% | +0.99% | |
| 11 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股與成長 | 1.99% | — | — | |
| 12 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.87% | — | +1.39% | |
| 13 | ABBV | Abbvie INC | 股票-醫療保健 | 1.73% | -0.14% | +0.46% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.57% | — | +19.10% | |
| 15 | CHFCUSD | Tcf Financial CORP | 股票-其他 | 1.51% | — | -2.76% | |
| 16 | IVLU | Ishares Msci International V | ETF-其他 | 1.49% | — | +30.08% | |
| 17 | CZA | Invesco Zacks Mid-cap ETF | ETF-其他 | 1.24% | — | — | |
| 18 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股與成長 | 1.21% | — | — | |
| 19 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.20% | — | -5.47% | |
| 20 | RZG | Invesco S&p Smallcap 600 Pur | ETF-其他 | 1.20% | — | — | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.18% | -0.33% | -2.83% | |
| 22 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 1.15% | — | -30.93% | |
| 23 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 1.13% | — | — | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.07% | -0.16% | +0.00% | |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.02% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.98% | -0.10% | -18.80% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.94% | -0.15% | — | |
| 28 | INTF | Ishares International Equity | ETF-其他 | 0.92% | — | +25.70% | |
| 29 | MIY | Blackrock Muniyield Mi Qlty | 股票-其他 | 0.82% | — | +7.75% | |
| 30 | COMT | Ishares Gsci Commodity Dynam | ETF-避險與商品 | 0.78% | — | +56.47% | |
| 31 | MLKN | Millerknoll INC | 股票-其他 | 0.75% | — | +14.47% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.66% | — | +0.95% | |
| 33 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.64% | — | +53.00% | |
| 34 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.61% | — | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.56% | — | +2.73% | |
| 36 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.50% | — | — | |
| 37 | DWM | Wisdomtree International Equ | ETF-其他 | 0.50% | — | — | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.48% | — | +31.82% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.46% | -0.08% | -0.52% | |
| 40 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 0.44% | — | — | |
| 41 | ✓ | Invuity INC | 股票-其他 | 0.43% | — | — | |
| 42 | IDV | Ishares International Select | ETF-其他 | 0.42% | — | — | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.36% | — | +0.92% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.35% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | — | -76.50% | |
| 46 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 0.33% | — | -43.19% | |
| 47 | IQDF | Flexshares-int Qual Dvd Inde | ETF-其他 | 0.33% | — | -0.15% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.33% | — | — | |
| 49 | DIM | Wisdomtree Intl M/c Dvd Fund | ETF-其他 | 0.32% | — | +0.26% | |
| 50 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 0.31% | — | — |