CIK: 0001994434
申報總市值
US$1.8億
僅顯示前 200 大持股（共 243 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 19.04% | -2.87% | +2.76% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 14.38% | -5.25% | +2.27% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 12.38% | -4.51% | +0.55% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 8.23% | -0.25% | +3.12% | |
| 5 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 4.92% | +0.63% | -1.19% | |
| 6 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 4.24% | -1.44% | +68.86% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 4.03% | — | -9.16% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 4.01% | -0.42% | +4.29% | |
| 9 | AAPL | Apple INC | 股票-科技 | 3.87% | +1.04% | +1.53% | |
| 10 | VFH | Vanguard Financials ETF | ETF-其他 | 3.33% | -0.90% | +24.77% | |
| 11 | INTC | Intel CORP | 股票-科技 | 1.31% | -0.03% | +8.30% | |
| 12 | T | At&t INC | 股票-通訊服務 | 1.29% | -0.09% | +8.71% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.20% | -0.28% | -2.00% | |
| 14 | C | Citigroup INC | 股票-金融 | 1.10% | -0.29% | +16.67% | |
| 15 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.00% | — | +12.53% | |
| 16 | MMM | 3m Co | 股票-工業 | 0.84% | -1.30% | EXIT | |
| 17 | ABBV | Abbvie INC | 股票-醫療保健 | 0.66% | +0.09% | +0.98% | |
| 18 | SDG | Ish Msci Glob Sust Deve Goal | ETF-其他 | 0.65% | -0.26% | -10.14% | |
| 19 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.63% | -0.29% | -1.35% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.54% | — | +0.91% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.52% | +0.06% | — | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | +0.04% | +0.65% | |
| 23 | F | Ford Motor Co | 股票-循環性消費 | 0.40% | -0.02% | +1.38% | |
| 24 | AMAT | Applied Materials INC | 股票-科技 | 0.39% | — | +0.21% | |
| 25 | CAH | Cardinal Health INC | 股票-醫療保健 | 0.38% | — | +0.64% | |
| 26 | PEP | Pepsico INC | 股票-非循環性消費 | 0.38% | — | +0.65% | |
| 27 | FDX | Fedex CORP | 股票-工業 | 0.34% | — | +0.58% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.34% | +0.82% | +1.42% | |
| 29 | TGT | Target CORP | 股票-循環性消費 | 0.33% | -0.15% | +0.68% | |
| 30 | MO | Altria Group INC | 股票-非循環性消費 | 0.32% | +0.34% | +1.95% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.31% | -0.02% | +0.23% | |
| 32 | NMFC | New Mountain Finance CORP | 股票-其他 | 0.31% | — | +43.44% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 0.30% | — | — | |
| 34 | WEC | Wec Energy Group INC | 股票-公用事業 | 0.29% | -0.06% | +0.62% | |
| 35 | HD | Home Depot INC | 股票-循環性消費 | 0.25% | — | +0.74% | |
| 36 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.25% | +0.03% | +0.81% | |
| 37 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.24% | — | +0.49% | |
| 38 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.23% | — | +0.32% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.19% | -0.03% | +10.71% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.18% | — | +12.30% | |
| 41 | HON | Honeywell International INC | 股票-工業 | 0.17% | — | +0.54% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.17% | -0.02% | +0.82% | |
| 43 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.16% | +0.10% | +1.53% | |
| 44 | GNTX | Gentex CORP | 股票-循環性消費 | 0.15% | -0.02% | +0.42% | |
| 45 | GE | General Electric | 股票-工業 | 0.15% | — | +0.12% | |
| 46 | ITW | Illinois Tool Works | 股票-工業 | 0.14% | — | +0.65% | |
| 47 | VDE | Vanguard Energy ETF | ETF-其他 | 0.14% | — | +0.87% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.14% | — | +7.41% | |
| 49 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.13% | -0.02% | -11.56% | |
| 50 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.13% | — | +0.59% |