CIK: 0001631738
申報總市值
US$3.7億
僅顯示前 200 大持股（共 357 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 7.44% | +0.30% | +29.46% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.58% | -0.02% | +4.92% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.47% | — | +35.41% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.29% | — | +5.57% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.83% | +0.51% | -0.54% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.34% | -0.11% | +9.09% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.27% | — | +4.35% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.10% | -0.01% | +22.20% | |
| 9 | PYPL | Paypal Holdings INC | 股票-金融 | 1.99% | — | -1.25% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.90% | +0.63% | +0.78% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.82% | -1.66% | +1.38% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.67% | -0.37% | +1.87% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.65% | +0.08% | -4.81% | |
| 14 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.63% | -0.08% | +0.43% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | -0.35% | +21.49% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.55% | -0.08% | +2.42% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.50% | -0.05% | +2.32% | |
| 18 | CRM | Salesforce INC | 股票-科技 | 1.47% | +0.20% | +0.38% | |
| 19 | BBTUSD | Bb&t CORP | 股票-其他 | 1.46% | — | +10.99% | |
| 20 | BKNG | Booking Holdings INC | 股票-循環性消費 | 1.46% | — | +6.39% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.44% | -0.23% | +1.27% | |
| 22 | AMGN | Amgen INC | 股票-醫療保健 | 1.39% | -0.30% | +4.10% | |
| 23 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.37% | -0.20% | -0.23% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 1.16% | — | +8.49% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.09% | -0.11% | +3.72% | |
| 26 | UTXZ | United Tech CORP | 股票-其他 | 1.08% | — | +12.34% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.05% | -0.12% | +25.60% | |
| 28 | PAYX | Paychex INC | 股票-科技 | 1.02% | — | +0.94% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.01% | — | +1.06% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.99% | — | +0.94% | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.98% | -0.30% | +11.86% | |
| 32 | FDX | Fedex CORP | 股票-工業 | 0.98% | — | +21.74% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | — | +21.51% | |
| 34 | STT | State Street CORP | 股票-金融 | 0.94% | — | +36.94% | |
| 35 | VDE | Vanguard Energy ETF | ETF-其他 | 0.93% | — | -2.30% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.93% | -0.05% | +16.83% | |
| 37 | WDAY | Workday Inc-class A | 股票-科技 | 0.92% | — | +45.37% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.87% | -0.10% | +25.33% | |
| 39 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.85% | -0.19% | +2.19% | |
| 40 | USB | US Bancorp | 股票-金融 | 0.83% | — | +21.26% | |
| 41 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.80% | — | +14.32% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.78% | -0.04% | -12.02% | |
| 43 | PRU | Prudential Financial INC | 股票-金融 | 0.76% | — | +56.28% | |
| 44 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.73% | — | +50.52% | |
| 45 | XLB | Ss Materials Select Sector | ETF-其他 | 0.68% | -0.05% | +4.43% | |
| 46 | CELG | Celgene CORP | 股票-其他 | 0.66% | — | -15.37% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.64% | — | +15.72% | |
| 48 | SLB | Slb LTD | 股票-能源 | 0.64% | — | +99.46% | |
| 49 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.64% | — | -6.01% | |
| 50 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.63% | — | -6.76% |