CIK: 0001800465
申報總市值
US$12.4億
僅顯示前 200 大持股（共 348 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.65% | -0.17% | +2.98% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.87% | +0.26% | +3.41% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.83% | -0.66% | +0.79% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.81% | -0.20% | -0.97% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.74% | +0.38% | +4.68% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.42% | -0.17% | +0.65% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.38% | -0.50% | -4.29% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.28% | — | +2.53% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.93% | — | +25.14% | |
| 10 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.87% | -0.13% | +7.08% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.78% | -0.16% | -10.59% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.60% | -0.11% | +7.08% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.55% | — | +6.53% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.53% | -0.37% | +2.51% | |
| 15 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.49% | — | +4.57% | |
| 16 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.49% | — | +4.61% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.22% | -0.29% | +3.74% | |
| 18 | QCOM | Qualcomm INC | 股票-科技 | 1.21% | -0.23% | -1.10% | |
| 19 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 1.12% | +0.08% | +37.57% | |
| 20 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 1.11% | — | +0.45% | |
| 21 | IYF | Ishares US Financials ETF | ETF-其他 | 1.08% | -0.10% | +4.02% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | +0.17% | +1.47% | |
| 23 | PSEC | Prospect Capital CORP | 股票-其他 | 1.02% | — | +8.10% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.95% | — | +3.67% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.93% | -0.13% | -2.08% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.14% | -4.10% | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.92% | +0.19% | +3.95% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.92% | -0.13% | +0.71% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.86% | — | +0.69% | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.83% | +0.07% | +20.07% | |
| 31 | UL | Unilever PLC | 股票-非循環性消費 | 0.83% | — | -5.35% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.82% | — | -2.90% | |
| 33 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 0.81% | +0.12% | +7.60% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.79% | — | +2.42% | |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.79% | — | +37.13% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.74% | — | +0.93% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.74% | — | +1.20% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | -0.12% | -0.79% | |
| 39 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.70% | +0.07% | +0.46% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.69% | +0.06% | -6.87% | |
| 41 | AMGN | Amgen INC | 股票-醫療保健 | 0.67% | — | +0.76% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.67% | — | +2.88% | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.67% | — | -0.82% | |
| 44 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.66% | — | -2.02% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | — | +10.62% | |
| 46 | RLY | Ss Multi-asset Real Ret ETF | ETF-其他 | 0.66% | — | — | |
| 47 | KMI | Kinder Morgan INC | 股票-能源 | 0.63% | +0.09% | -1.94% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.62% | +0.07% | +5.88% | |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.62% | — | +5.48% | |
| 50 | GOOD | Gladstone Commercial CORP | 股票-其他 | 0.61% | — | -3.22% |