CIK: 0001818044
申報總市值
US$1.8億
| # | 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 | FICO | Fair Isaac CORP | 股票-科技 | 96.05% | -7.89% | -18.09% | |
| 2 | WFC | Wells Fargo & Co | 股票-金融 | 1.04% | +0.15% | -8.56% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | +0.23% | -15.23% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.24% | -2.29% | |
| 5 | TSLA | Tesla INC | 股票-循環性消費 | 0.29% | +0.04% | +3.89% | |
| 6 | CAT | Caterpillar INC | 股票-工業 | 0.28% | +0.12% | -30.60% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.24% | +0.08% | +2.86% | |
| 8 | AAPL | Apple INC | 股票-科技 | 0.22% | +0.06% | — | |
| 9 | CLX | Clorox Company | 股票-非循環性消費 | 0.19% | — | — | |
| 10 | WABC | Westamerica Bancorporation | 股票-其他 | 0.17% | — | — | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.17% | +0.08% | -28.62% | |
| 12 | MMM | 3m Co | 股票-工業 | 0.15% | +0.03% | — | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.14% | — | -48.11% |