CIK: 0001706915
申報總市值
US$2.0億
僅顯示前 200 大持股（共 365 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 29.04% | -0.95% | +7.30% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 7.39% | +0.35% | +9.78% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 5.52% | +0.43% | +22.61% | |
| 4 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 5.01% | +0.02% | +0.04% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.89% | -0.03% | +19.32% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.96% | -0.32% | +5.13% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.65% | — | +9.90% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.48% | -0.25% | +367.64% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.24% | — | +9.00% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.10% | +0.24% | +21.01% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.92% | +0.16% | +20.02% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.64% | -0.15% | +14.44% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.60% | +0.07% | +22.13% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.44% | +0.80% | +11.34% | |
| 15 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.41% | +0.16% | +19.85% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.33% | -0.12% | +10.67% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.22% | +0.05% | — | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.22% | +0.06% | — | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.06% | +0.37% | +8.45% | |
| 20 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 0.99% | -0.05% | +10.08% | |
| 21 | MA | Mastercard INC - A | 股票-金融 | 0.98% | -0.12% | — | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 0.91% | — | +14.53% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | -0.42% | +20.38% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.73% | — | -0.46% | |
| 25 | PYPL | Paypal Holdings INC | 股票-金融 | 0.67% | — | +32.59% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.64% | -0.17% | +41.30% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.62% | — | +23.21% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.55% | -0.03% | — | |
| 29 | GS | Goldman Sachs Group INC | 股票-金融 | 0.46% | -0.02% | +16.81% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.46% | -0.24% | +40.67% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.41% | +0.05% | +28.29% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.37% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | -0.05% | +27.80% | |
| 34 | PEP | Pepsico INC | 股票-非循環性消費 | 0.34% | — | +28.74% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.34% | — | +49.02% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.34% | -0.05% | +18.87% | |
| 37 | SYK | Stryker CORP | 股票-醫療保健 | 0.33% | — | — | |
| 38 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.33% | -0.12% | +35.29% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | — | +40.38% | |
| 40 | ECL | Ecolab INC | 股票-原物料 | 0.32% | — | +20.19% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.30% | -0.05% | — | |
| 42 | WMT | Walmart INC | 股票-非循環性消費 | 0.29% | +0.05% | +20.18% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.28% | — | +34.56% | |
| 44 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.28% | — | +24.55% | |
| 45 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.26% | — | +43.03% | |
| 46 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.25% | — | +16.67% | |
| 47 | DHR | Danaher CORP | 股票-醫療保健 | 0.25% | — | +73.80% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.25% | -0.08% | +25.00% | |
| 49 | ETN | Eaton Corporation plc | 股票-工業 | 0.25% | +0.05% | +30.04% | |
| 50 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.23% | — | +32.99% |