CIK: 0001729515
申報總市值
US$4.5億
僅顯示前 200 大持股（共 233 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 | 5.25% | -0.43% | -0.45% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 4.37% | -0.32% | +6.51% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.82% | -0.90% | +0.28% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.79% | — | +3.16% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.76% | +0.44% | +12.86% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.31% | +0.46% | +11.30% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.86% | +0.16% | +8.38% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.28% | -0.21% | +0.53% | |
| 9 | CAT | Caterpillar INC | 股票-工業 | 2.25% | +0.49% | -1.24% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.19% | -0.19% | +0.36% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 2.13% | +0.34% | +20.33% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 1.68% | +0.22% | +14.20% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.56% | — | -1.28% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.53% | -0.15% | +9.72% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.48% | +0.53% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.39% | — | +32.78% | |
| 17 | WMT | Walmart INC | 股票-非循環性消費 | 1.34% | +0.15% | +1.47% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.31% | — | — | |
| 19 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.27% | +0.06% | +3.71% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.11% | -0.93% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | +0.36% | +0.13% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.17% | +0.20% | — | |
| 23 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 1.17% | +0.11% | — | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 1.14% | — | -0.79% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.05% | — | -1.20% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.04% | +0.11% | +36.37% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | -0.15% | -1.26% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.00% | — | -1.83% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.97% | -0.14% | -6.23% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.90% | -0.15% | -0.08% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.88% | — | +34.95% | |
| 32 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.84% | — | +7.43% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.76% | -0.15% | +0.70% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.75% | +0.13% | +3.98% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | — | -0.39% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.67% | — | +0.74% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.64% | — | -0.21% | |
| 38 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.63% | -0.10% | -1.50% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.63% | — | -1.83% | |
| 40 | WM | Waste Management INC | 股票-工業 | 0.60% | — | -1.12% | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.60% | +0.08% | -0.71% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.58% | — | +0.06% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | — | +19.19% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.51% | — | -2.63% | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.51% | — | -0.23% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.51% | — | +1.34% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.50% | -0.09% | +2.74% | |
| 48 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.49% | — | +0.69% | |
| 49 | PEP | Pepsico INC | 股票-非循環性消費 | 0.49% | — | +0.50% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.48% | — | +0.43% |