CIK: 0001800465
申報總市值
US$12.4億
僅顯示前 200 大持股（共 318 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 | AAPL | Apple INC | 股票-科技 | 3.36% | -0.20% | -3.58% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.04% | -0.50% | -2.19% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.94% | — | -1.47% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.48% | -0.17% | +2.46% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.46% | -0.17% | -1.98% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.36% | +0.38% | +1.66% | |
| 7 | QCOM | Qualcomm INC | 股票-科技 | 2.04% | -0.23% | +0.79% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.78% | +0.26% | +3.83% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.66% | -0.37% | +0.62% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 1.61% | -0.13% | +0.12% | |
| 11 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.53% | — | +1.71% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 1.47% | — | +1.60% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.40% | — | -1.28% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.30% | -0.66% | -0.17% | |
| 15 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.28% | +0.06% | +11.01% | |
| 16 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 1.27% | — | +0.85% | |
| 17 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.26% | — | -0.16% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.23% | — | +2.95% | |
| 19 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 1.23% | — | +2.35% | |
| 20 | PFE | Pfizer INC | 股票-醫療保健 | 1.18% | — | +0.93% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.12% | -0.29% | +2.84% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.08% | — | +1.51% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.08% | +0.07% | -0.06% | |
| 24 | GOOD | Gladstone Commercial CORP | 股票-其他 | 1.04% | — | -0.34% | |
| 25 | UPS | United Parcel Service-cl B | 股票-工業 | 1.04% | — | +0.45% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | -0.11% | -0.56% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.97% | — | +4.58% | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.90% | — | -4.02% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.88% | +0.17% | +0.45% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.14% | +0.28% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.87% | — | +0.31% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.86% | — | +45.58% | |
| 33 | KEL | Kellanova | 股票-其他 | 0.83% | — | +2.86% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.82% | — | +0.38% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.82% | — | +0.03% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.80% | -0.16% | +8.43% | |
| 37 | C | Citigroup INC | 股票-金融 | 0.80% | — | +12.67% | |
| 38 | ARKK | Ark Innovation ETF | ETF-其他 | 0.77% | — | +0.88% | |
| 39 | TFC | Truist Financial CORP | 股票-金融 | 0.76% | — | -0.37% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.76% | — | +3.45% | |
| 41 | FMB | First Trust Managed Municipa | ETF-其他 | 0.76% | — | — | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.75% | — | +6.33% | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.73% | — | -0.47% | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.72% | — | +4.55% | |
| 45 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.67% | — | +0.38% | |
| 46 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.66% | — | +6.29% | |
| 47 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 0.65% | — | +1.72% | |
| 48 | AMGN | Amgen INC | 股票-醫療保健 | 0.64% | — | -0.32% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.64% | — | +0.85% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | -0.12% | -0.77% |