CIK: 0001631738
申報總市值
US$3.7億
僅顯示前 200 大持股（共 345 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 | 8.31% | +0.30% | +11.83% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.65% | -0.02% | -0.32% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.54% | — | +2.21% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.10% | — | +0.16% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.53% | +0.51% | -2.49% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.40% | — | -4.13% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.13% | -0.11% | -3.62% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.05% | -0.01% | +0.16% | |
| 9 | PYPL | Paypal Holdings INC | 股票-金融 | 1.87% | — | +3.28% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.85% | +0.63% | -0.49% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.75% | -0.35% | -3.26% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.72% | -1.66% | -6.08% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.71% | +0.08% | -0.16% | |
| 14 | BBTUSD | Bb&t CORP | 股票-其他 | 1.71% | — | +6.01% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.71% | -0.08% | -3.52% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.68% | -0.37% | -0.46% | |
| 17 | MDT | Medtronic plc | 股票-醫療保健 | 1.52% | — | -0.57% | |
| 18 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.51% | -0.08% | -3.47% | |
| 19 | BKNG | Booking Holdings INC | 股票-循環性消費 | 1.47% | — | -8.37% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.38% | -0.05% | +1.58% | |
| 21 | CRM | Salesforce INC | 股票-科技 | 1.36% | +0.20% | +0.28% | |
| 22 | AMGN | Amgen INC | 股票-醫療保健 | 1.34% | -0.30% | -10.34% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.28% | — | +82.46% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.27% | -0.12% | -0.57% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.27% | -0.23% | -2.73% | |
| 26 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.20% | -0.20% | -6.52% | |
| 27 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.16% | — | -5.91% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.13% | — | +12.37% | |
| 29 | UTXZ | United Tech CORP | 股票-其他 | 1.11% | — | -1.10% | |
| 30 | USB | US Bancorp | 股票-金融 | 1.06% | — | +3.40% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.03% | -0.11% | -1.41% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.00% | -0.10% | +0.44% | |
| 33 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.99% | -0.30% | +4.76% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.98% | — | +0.01% | |
| 35 | PAYX | Paychex INC | 股票-科技 | 0.98% | — | -0.41% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.94% | -0.03% | +4.15% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.93% | -0.05% | +0.20% | |
| 38 | WDAY | Workday Inc-class A | 股票-科技 | 0.89% | — | +16.37% | |
| 39 | BA | Boeing Co/the | 股票-工業 | 0.83% | — | -1.93% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.78% | -0.19% | -1.40% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.78% | -0.03% | +125.37% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | — | -8.46% | |
| 43 | XLB | Ss Materials Select Sector | ETF-其他 | 0.76% | -0.05% | -0.31% | |
| 44 | FDX | Fedex CORP | 股票-工業 | 0.75% | — | -7.18% | |
| 45 | PRU | Prudential Financial INC | 股票-金融 | 0.70% | — | -0.87% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.70% | -0.04% | -8.81% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.69% | — | +2.08% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.69% | — | -1.66% | |
| 49 | XLE | Ss Energy Select Sector | ETF-其他 | 0.69% | -0.16% | +193.17% | |
| 50 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.65% | — | — |