CIK: 0001720336
申報總市值
US$6.4億
僅顯示前 200 大持股（共 1589 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 11.19% | — | +19.66% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 6.57% | — | -14.22% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.97% | — | -4.21% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.54% | — | +0.53% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.95% | — | -14.39% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.36% | — | +43.31% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 4.03% | — | -15.41% | |
| 8 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 3.66% | — | +2.73% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.49% | — | -2.68% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 3.46% | — | +0.96% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.81% | — | -3.52% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.30% | — | +49.70% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.09% | — | +27.67% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.72% | — | -27.59% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.52% | — | +5.35% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.46% | — | -15.66% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.37% | — | +12.64% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.34% | — | +64.89% | |
| 19 | INTF | Ishares International Equity | ETF-其他 | 0.95% | — | -46.69% | |
| 20 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.85% | — | +200.87% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.73% | — | +0.81% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | — | +14.53% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.65% | — | +9.00% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.60% | — | +0.02% | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 0.55% | — | +20.71% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.51% | — | +1.55% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.49% | — | +28.54% | |
| 28 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.48% | — | +25.62% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.47% | — | -15.01% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | +15.07% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | — | -17.15% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.37% | — | -4.53% | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.35% | — | -3.03% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.34% | — | +7.49% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.33% | — | +57.42% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.31% | — | — | |
| 37 | NOW | Servicenow INC | 股票-科技 | 0.30% | — | +6.92% | |
| 38 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.29% | — | +0.16% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | — | +8.29% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.28% | — | +38.85% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.27% | — | -24.58% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.26% | — | -1.69% | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.26% | — | +7.05% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.25% | — | +40.72% | |
| 45 | EPD | Enterprise Products Partners | 股票-能源 | 0.25% | — | +6.22% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.24% | — | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.24% | — | +11.46% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.24% | — | +6.40% | |
| 49 | PFE | Pfizer INC | 股票-醫療保健 | 0.23% | — | +6.65% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.22% | — | — |