CIK: 0001748071
申報總市值
US$5.4億
僅顯示前 200 大持股（共 257 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.84% | -0.40% | +9.41% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.27% | -0.35% | -10.48% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.75% | +0.42% | +45.76% | |
| 4 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 3.48% | -0.30% | -11.20% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.13% | -0.22% | +0.21% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.09% | -0.10% | +11.53% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.07% | — | -2.30% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-其他 | 3.02% | -0.23% | +4.79% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.84% | +0.24% | +38.90% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.45% | +0.05% | +6.17% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.08% | +0.85% | -28.95% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.03% | -1.83% | +49.70% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.75% | -0.08% | -1.54% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.71% | — | -3.74% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.66% | -0.02% | +6.98% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.59% | -0.09% | -2.34% | |
| 17 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.36% | — | +18.51% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.32% | — | +10.71% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.29% | +0.01% | +42.78% | |
| 20 | TXN | Texas Instruments INC | 股票-科技 | 1.21% | — | -1.07% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.15% | +0.24% | +488.32% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.00% | — | -0.68% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.97% | -0.02% | +57.58% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.96% | — | +30.81% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | — | +0.33% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | +0.05% | -15.19% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.77% | — | +11.76% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.75% | +0.12% | +110.85% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.69% | -0.29% | -14.85% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.68% | — | -6.68% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.66% | — | +1.35% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.65% | — | -4.63% | |
| 33 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.62% | -0.30% | +49.02% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | +0.02% | -16.96% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.61% | — | +10.06% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.60% | +0.01% | +29.36% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | — | +9.92% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.57% | — | +9.60% | |
| 39 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.54% | — | -2.84% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.52% | +0.25% | -8.97% | |
| 41 | ✓ | Ishares Tr | 股票-其他 | 0.51% | -0.51% | EXIT | |
| 42 | ETG | Eaton Vance T/a Gl Dvd Incm | 股票-其他 | 0.50% | — | +246.82% | |
| 43 | LMT | Lockheed Martin CORP | 股票-工業 | 0.46% | +0.26% | -2.38% | |
| 44 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 0.45% | — | +2.69% | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.44% | +0.10% | +241.24% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | +0.30% | -43.30% | |
| 47 | BND | Vanguard Total Bond Market | ETF-其他 | 0.43% | +0.54% | +348.64% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.43% | +0.20% | +244.96% | |
| 49 | RVTY | Revvity INC | 股票-醫療保健 | 0.42% | — | — | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.41% | — | -14.03% |