CIK: 0001706915
申報總市值
US$2.0億
僅顯示前 200 大持股（共 362 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 | 27.44% | -0.95% | +1.82% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 7.37% | +0.35% | +5.57% | |
| 3 | SUB | Ishares Short-term National | ETF-其他 | 5.51% | — | — | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.61% | +0.43% | +7.13% | |
| 5 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 3.91% | +0.02% | -0.27% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.52% | -0.03% | +16.68% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.67% | -0.25% | +29.11% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.57% | +0.16% | +13.76% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.29% | -0.32% | — | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.09% | +0.07% | +17.33% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.00% | — | -1.21% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.75% | — | -0.79% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.69% | -0.15% | +13.47% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.61% | +0.24% | -0.02% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.48% | +0.06% | — | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.36% | +0.37% | +29.55% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.16% | +0.05% | — | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.07% | +0.80% | — | |
| 19 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.05% | -0.05% | +20.39% | |
| 20 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.01% | +0.16% | +0.41% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.01% | -0.12% | -0.61% | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.83% | — | +1.33% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 0.82% | -0.12% | — | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.71% | -0.17% | — | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 0.69% | — | -0.03% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | -0.42% | — | |
| 27 | PYPL | Paypal Holdings INC | 股票-金融 | 0.65% | — | — | |
| 28 | GS | Goldman Sachs Group INC | 股票-金融 | 0.60% | -0.02% | — | |
| 29 | HD | Home Depot INC | 股票-循環性消費 | 0.54% | — | — | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.49% | -0.08% | +177.94% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.45% | -0.03% | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.45% | — | +200.06% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | -0.05% | +0.09% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.41% | -0.24% | — | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.36% | — | +0.51% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | +0.05% | -0.30% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.34% | — | +0.56% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.34% | -0.05% | — | |
| 39 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.32% | — | — | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.32% | -0.05% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | — | — | |
| 42 | SYK | Stryker CORP | 股票-醫療保健 | 0.30% | — | — | |
| 43 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.29% | — | — | |
| 44 | AXP | American Express Co | 股票-金融 | 0.28% | -0.08% | — | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.27% | — | — | |
| 46 | ECL | Ecolab INC | 股票-原物料 | 0.27% | — | — | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.27% | — | — | |
| 48 | ETN | Eaton Corporation plc | 股票-工業 | 0.27% | +0.05% | — | |
| 49 | TFC | Truist Financial CORP | 股票-金融 | 0.26% | — | — | |
| 50 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.26% | -0.12% | — |