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 | 23.64% | -0.95% | +7.93% | |
| 2 | SUB | Ishares Short-term National | ETF-其他 | 11.62% | — | -8.98% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.93% | +0.35% | +1.15% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.66% | +0.43% | +11.29% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.69% | -0.03% | +5.32% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.33% | -0.25% | +0.15% | |
| 7 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 3.16% | +0.02% | — | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.40% | -0.32% | +1900.00% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.97% | +0.16% | +6.13% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.88% | +0.07% | +5.14% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.79% | — | +6.96% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.56% | — | +4.29% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.43% | -0.15% | -3.03% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.42% | +0.37% | +5.22% | |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.35% | +0.24% | +3.38% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | -0.42% | -0.14% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.18% | -0.17% | +1.98% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.11% | +0.06% | — | |
| 19 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.10% | -0.05% | +5.30% | |
| 20 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.98% | +0.16% | +0.74% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.90% | +0.80% | +8.02% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.85% | +0.05% | — | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 0.79% | -0.12% | — | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.77% | -0.12% | +6.60% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.75% | — | +12.20% | |
| 26 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.74% | — | +3.16% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.68% | -0.08% | +10.69% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.68% | — | +11.05% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | -0.24% | — | |
| 30 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.63% | — | +5.08% | |
| 31 | UL | Unilever PLC | 股票-非循環性消費 | 0.58% | — | — | |
| 32 | GS | Goldman Sachs Group INC | 股票-金融 | 0.56% | -0.02% | +5.56% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.46% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | -0.05% | -0.65% | |
| 35 | MO | Altria Group INC | 股票-非循環性消費 | 0.41% | +0.44% | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | +8.52% | |
| 37 | DBC | Invesco Db Commodity Index T | ETF-避險與商品 | 0.35% | +0.04% | +201.79% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.34% | -0.03% | +2.23% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.34% | +0.05% | -1.95% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.34% | -0.05% | — | |
| 41 | ABBV | Abbvie INC | 股票-醫療保健 | 0.33% | — | — | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.33% | — | — | |
| 43 | PYPL | Paypal Holdings INC | 股票-金融 | 0.32% | — | — | |
| 44 | PEP | Pepsico INC | 股票-非循環性消費 | 0.31% | — | -2.20% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.31% | -0.05% | -1.61% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.30% | — | +1.59% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.27% | — | — | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.26% | — | +0.16% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.25% | — | +5.72% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.24% | +0.05% | — |