CIK: 0001706915
申報總市值
US$2.0億
僅顯示前 200 大持股（共 379 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 | 24.27% | -0.95% | -0.54% | |
| 2 | SUB | Ishares Short-term National | ETF-其他 | 11.81% | — | +138.14% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.32% | +0.35% | +2.83% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.00% | +0.43% | +13.34% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.94% | -0.25% | +26.12% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.41% | -0.32% | +70.89% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.27% | -0.03% | +2.22% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.08% | +0.16% | +4.73% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.96% | +0.07% | +11.65% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.71% | -0.15% | +7.97% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.57% | — | -1.31% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | -0.42% | +69.67% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.41% | — | -0.94% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.40% | +0.37% | +17.94% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.37% | -0.17% | +75.00% | |
| 16 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.24% | +0.24% | -2.14% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.20% | +0.06% | +15.14% | |
| 18 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.04% | -0.05% | +6.66% | |
| 19 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.97% | +0.16% | -2.07% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.92% | +0.05% | — | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.84% | — | — | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.83% | -0.24% | +215.82% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 0.82% | -0.12% | +1.69% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.82% | +0.80% | -1.79% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.73% | -0.08% | +14.93% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.72% | -0.12% | -1.20% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.70% | — | +16.18% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.60% | — | -1.01% | |
| 29 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.57% | — | — | |
| 30 | GS | Goldman Sachs Group INC | 股票-金融 | 0.55% | -0.02% | +6.95% | |
| 31 | UL | Unilever PLC | 股票-非循環性消費 | 0.54% | — | — | |
| 32 | PYPL | Paypal Holdings INC | 股票-金融 | 0.49% | — | +102.09% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | -0.05% | +6.46% | |
| 34 | MO | Altria Group INC | 股票-非循環性消費 | 0.47% | +0.44% | +62.37% | |
| 35 | HD | Home Depot INC | 股票-循環性消費 | 0.47% | — | +3.44% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | — | +14.52% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.38% | -0.05% | +16.83% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.37% | -0.05% | — | |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.34% | -0.03% | — | |
| 40 | ABBV | Abbvie INC | 股票-醫療保健 | 0.33% | — | +14.06% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.32% | +0.05% | — | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.30% | — | +4.54% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.30% | — | -4.11% | |
| 44 | PEP | Pepsico INC | 股票-非循環性消費 | 0.30% | — | +12.15% | |
| 45 | AXP | American Express Co | 股票-金融 | 0.29% | -0.08% | +7.41% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.28% | — | +12.46% | |
| 47 | WMT | Walmart INC | 股票-非循環性消費 | 0.27% | +0.05% | +13.31% | |
| 48 | SYK | Stryker CORP | 股票-醫療保健 | 0.27% | — | — | |
| 49 | TMC | Tmc THE Metals Co INC | 股票-其他 | 0.27% | -0.59% | EXIT | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.26% | — | +14.43% |