CIK: 0001631738
申報總市值
US$3.7億
僅顯示前 200 大持股（共 264 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 | 9.23% | +0.30% | +21.98% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.04% | — | +33.01% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.54% | -0.02% | +0.03% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.59% | — | -0.02% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.52% | — | -28.49% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.48% | +0.51% | +0.91% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.98% | -0.08% | -2.78% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.93% | +0.63% | +4.62% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.84% | -0.11% | -11.35% | |
| 10 | PYPL | Paypal Holdings INC | 股票-金融 | 1.82% | — | +2.27% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | -0.35% | -1.23% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.77% | -0.05% | +27.55% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.76% | -0.37% | -0.57% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.69% | +0.08% | -0.37% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.68% | -0.01% | -18.16% | |
| 16 | TFC | Truist Financial CORP | 股票-金融 | 1.62% | — | — | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.53% | -1.66% | -2.35% | |
| 18 | AMGN | Amgen INC | 股票-醫療保健 | 1.49% | -0.30% | -1.87% | |
| 19 | MDT | Medtronic plc | 股票-醫療保健 | 1.44% | — | +0.06% | |
| 20 | BKNG | Booking Holdings INC | 股票-循環性消費 | 1.38% | — | -1.67% | |
| 21 | CRM | Salesforce INC | 股票-科技 | 1.36% | +0.20% | +0.24% | |
| 22 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.35% | -0.08% | -0.88% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.32% | — | +13.06% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.26% | -0.23% | -3.25% | |
| 25 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.24% | -0.30% | +1.69% | |
| 26 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.24% | — | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.21% | — | +8.57% | |
| 28 | XLF | Ss Financial Select Sector | ETF-其他 | 1.19% | — | +85.09% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.18% | -0.12% | -0.40% | |
| 30 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.17% | -0.20% | -0.45% | |
| 31 | UTXZ | United Tech CORP | 股票-其他 | 1.10% | — | +0.02% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.06% | -0.03% | +9.70% | |
| 33 | USB | US Bancorp | 股票-金融 | 1.03% | — | -0.46% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.97% | — | +0.03% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.93% | -0.05% | — | |
| 36 | PAYX | Paychex INC | 股票-科技 | 0.91% | — | +0.15% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.91% | -0.10% | -0.01% | |
| 38 | XLE | Ss Energy Select Sector | ETF-其他 | 0.89% | -0.16% | +40.05% | |
| 39 | WDAY | Workday Inc-class A | 股票-科技 | 0.88% | — | +11.32% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.87% | -0.19% | +0.39% | |
| 41 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.86% | -0.11% | +0.03% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | +0.08% | +0.83% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.77% | -0.03% | +0.98% | |
| 44 | XLB | Ss Materials Select Sector | ETF-其他 | 0.73% | -0.05% | +0.06% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.68% | — | +178.25% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.68% | — | -0.40% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.68% | -0.04% | -3.40% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.65% | — | +1.15% | |
| 49 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.65% | — | — | |
| 50 | BA | Boeing Co/the | 股票-工業 | 0.63% | — | -1.97% |