CIK: 0001633172
申報總市值
US$4.5億
僅顯示前 200 大持股（共 413 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 | AAPL | Apple INC | 股票-科技 | 6.11% | — | +4.26% | |
| 2 | ARKK | Ark Innovation ETF | ETF-其他 | 4.21% | — | -2.14% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.17% | — | +19.37% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.62% | — | +14.42% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.50% | — | +12.02% | |
| 6 | HD | Home Depot INC | 股票-循環性消費 | 2.43% | — | +0.90% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.26% | — | +32.16% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.08% | — | +3.11% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.73% | — | -5.96% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.67% | — | +34.92% | |
| 11 | AXP | American Express Co | 股票-金融 | 1.31% | — | -0.17% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.31% | — | +0.07% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.21% | — | +4.61% | |
| 14 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.17% | — | +21.83% | |
| 15 | SO | Southern Co/the | 股票-公用事業 | 1.11% | — | +0.06% | |
| 16 | T | At&t INC | 股票-通訊服務 | 1.08% | — | +4.95% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.07% | — | +27.23% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.05% | — | +15.54% | |
| 19 | WMT | Walmart INC | 股票-非循環性消費 | 1.03% | — | +3.15% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.02% | — | +0.68% | |
| 21 | MA | Mastercard INC - A | 股票-金融 | 0.96% | — | +80.88% | |
| 22 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.94% | — | +15.02% | |
| 23 | GPN | Global Payments INC | 股票-工業 | 0.91% | — | +0.91% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | — | +4.44% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.85% | — | -8.77% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.76% | — | +23.55% | |
| 27 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.76% | — | +4.36% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.75% | — | +0.44% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | — | +41.92% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.74% | — | -0.52% | |
| 31 | DUK | Duke Energy CORP | 股票-公用事業 | 0.71% | — | +24.04% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.70% | — | +0.26% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.70% | — | -2.46% | |
| 34 | WPC | Wp Carey INC | 股票-房地產 | 0.69% | — | +12.18% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.65% | — | -0.94% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.62% | — | +5.85% | |
| 37 | DHR | Danaher CORP | 股票-醫療保健 | 0.62% | — | +67.47% | |
| 38 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.61% | — | +5.30% | |
| 39 | PYPL | Paypal Holdings INC | 股票-金融 | 0.61% | — | +6.05% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.59% | — | +78.19% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.57% | — | +1.46% | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.56% | — | +1.69% | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.56% | — | +4.26% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.53% | — | +58.01% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | — | -4.99% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.53% | — | +0.80% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.52% | — | +4.38% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | — | -5.81% | |
| 49 | MDXG | Mimedx Group INC | 股票-其他 | 0.46% | — | — | |
| 50 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.45% | — | +0.26% |