CIK: 0001800465
申報總市值
US$12.4億
僅顯示前 200 大持股（共 334 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 | 3.05% | -0.20% | -2.77% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.62% | -0.50% | -2.96% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.49% | +0.38% | +1.85% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.46% | — | -1.89% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.20% | -0.17% | +1.20% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.17% | -0.17% | -2.63% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.05% | +0.26% | -2.53% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.93% | -0.33% | +0.41% | |
| 9 | QCOM | Qualcomm INC | 股票-科技 | 1.54% | -0.23% | +1.24% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.47% | -0.66% | +4.65% | |
| 11 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.43% | — | +1.35% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.43% | -0.37% | -0.38% | |
| 13 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 1.41% | — | +5.76% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | -0.11% | +2.16% | |
| 15 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.37% | -0.13% | +61.56% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.28% | +0.17% | +54.67% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.27% | — | -0.71% | |
| 18 | UL | Unilever PLC | 股票-非循環性消費 | 1.23% | — | -0.05% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.20% | -0.16% | +10.46% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.15% | -0.29% | -0.21% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.13% | -0.13% | +0.31% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工業 | 1.11% | — | +1.62% | |
| 23 | PSEC | Prospect Capital CORP | 股票-其他 | 1.10% | — | +37.70% | |
| 24 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.10% | — | +1.40% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.07% | — | +10.35% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.03% | — | +2.77% | |
| 27 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 1.01% | — | -3.42% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.99% | — | -3.69% | |
| 29 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.99% | +0.06% | +1.74% | |
| 30 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.94% | — | +1.48% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | -0.14% | -1.37% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.94% | — | -0.95% | |
| 33 | PFE | Pfizer INC | 股票-醫療保健 | 0.91% | — | +1.78% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.88% | — | -0.29% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.86% | — | +13.28% | |
| 36 | RTX | Rtx CORP | 股票-工業 | 0.86% | — | +0.93% | |
| 37 | IYF | Ishares US Financials ETF | ETF-其他 | 0.85% | -0.10% | +6.23% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.84% | — | +1.01% | |
| 39 | GOOD | Gladstone Commercial CORP | 股票-其他 | 0.84% | — | +1.82% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.82% | — | +1.06% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.78% | +0.07% | +0.99% | |
| 42 | DOW | Dow INC | 股票-原物料 | 0.75% | — | +2.55% | |
| 43 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 0.72% | — | -6.59% | |
| 44 | MMD | Nyli Mackay Dt Muni Oppo Fnd | 股票-其他 | 0.72% | — | +16.69% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.70% | — | +0.03% | |
| 46 | AMGN | Amgen INC | 股票-醫療保健 | 0.69% | — | -0.99% | |
| 47 | KMI | Kinder Morgan INC | 股票-能源 | 0.68% | +0.09% | +8.07% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | -0.12% | +0.80% | |
| 49 | BEPC | Brookfield Renewable Corporation | 股票-公用事業 | 0.67% | — | +21.19% | |
| 50 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.61% | +0.19% | -1.79% |