CIK: 0001706915
申報總市值
US$2.0億
僅顯示前 200 大持股（共 359 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 | 28.01% | -0.95% | +0.74% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 6.03% | +0.35% | -2.09% | |
| 3 | SUB | Ishares Short-term National | ETF-其他 | 5.55% | — | +2.12% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.08% | +0.43% | +0.98% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.58% | -0.03% | +1.73% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.46% | -0.25% | — | |
| 7 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 3.28% | +0.02% | -2.31% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.35% | +0.16% | +1.88% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.22% | -0.32% | +0.89% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.02% | +0.07% | -0.47% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.89% | -0.15% | -4.11% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.80% | — | -0.64% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.62% | — | +1.58% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.45% | +0.24% | +0.72% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.29% | +0.37% | -5.25% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.21% | +0.06% | -13.64% | |
| 17 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.11% | -0.05% | -0.54% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.07% | +0.05% | — | |
| 19 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.02% | +0.16% | +0.59% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | -0.42% | +17.14% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.01% | — | +2.53% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.96% | +0.80% | +0.94% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 0.89% | -0.12% | +20.89% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.88% | -0.17% | — | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.86% | -0.12% | +1.30% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.78% | -0.08% | +9.14% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.70% | — | +2.11% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.69% | — | +10.23% | |
| 29 | HD | Home Depot INC | 股票-循環性消費 | 0.69% | — | +4.84% | |
| 30 | GS | Goldman Sachs Group INC | 股票-金融 | 0.65% | -0.02% | +3.60% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | -0.05% | +41.18% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.43% | -0.24% | +4.27% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.43% | -0.05% | — | |
| 34 | PYPL | Paypal Holdings INC | 股票-金融 | 0.43% | — | — | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.42% | -0.05% | — | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.40% | -0.03% | — | |
| 37 | PFE | Pfizer INC | 股票-醫療保健 | 0.36% | — | +88.65% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.34% | — | — | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.33% | +0.05% | +1.52% | |
| 40 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.33% | — | — | |
| 41 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.33% | — | — | |
| 42 | IIPR | Innovative Industrial Proper | 股票-房地產 | 0.32% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | — | — | |
| 44 | PEP | Pepsico INC | 股票-非循環性消費 | 0.30% | — | — | |
| 45 | ETN | Eaton Corporation plc | 股票-工業 | 0.30% | +0.05% | — | |
| 46 | SYK | Stryker CORP | 股票-醫療保健 | 0.30% | — | — | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.29% | — | — | |
| 48 | MO | Altria Group INC | 股票-非循環性消費 | 0.29% | +0.44% | +118.44% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | — | +21.16% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.28% | — | +6.98% |