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 | 10.35% | +0.30% | -10.63% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.46% | — | +54.53% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.29% | +0.51% | -1.94% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.06% | -0.11% | +70.49% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.31% | -0.35% | +0.52% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.19% | — | -39.40% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.19% | -0.01% | +34.73% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.16% | -0.08% | -1.97% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.14% | — | -0.60% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.11% | +0.63% | -2.07% | |
| 11 | PYPL | Paypal Holdings INC | 股票-金融 | 2.03% | — | -1.69% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.98% | -1.66% | +2.95% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.83% | -0.37% | -0.36% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.81% | +0.08% | -2.87% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.75% | -0.02% | -49.91% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.63% | — | +0.85% | |
| 17 | AMGN | Amgen INC | 股票-醫療保健 | 1.59% | -0.30% | -1.15% | |
| 18 | CRM | Salesforce INC | 股票-科技 | 1.46% | +0.20% | -5.44% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.44% | -0.23% | -0.89% | |
| 20 | MDT | Medtronic plc | 股票-醫療保健 | 1.44% | — | -2.82% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.41% | -0.12% | -4.06% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.29% | — | +29.62% | |
| 23 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.28% | -0.20% | +0.02% | |
| 24 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.27% | -0.30% | -6.49% | |
| 25 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.24% | -0.08% | -4.22% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.20% | -0.03% | +1.75% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 1.12% | +0.08% | -1.75% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.11% | — | -10.62% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.10% | -0.05% | -35.93% | |
| 30 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.02% | — | +8.23% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.00% | -0.10% | +0.03% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.95% | -0.19% | -4.79% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.92% | -0.11% | -0.88% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.90% | -0.03% | +20.08% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.90% | -0.05% | -2.72% | |
| 36 | WDAY | Workday Inc-class A | 股票-科技 | 0.86% | — | -3.40% | |
| 37 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.85% | — | -26.38% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.85% | — | +40.28% | |
| 39 | UTXZ | United Tech CORP | 股票-其他 | 0.85% | — | -5.43% | |
| 40 | TFC | Truist Financial CORP | 股票-金融 | 0.85% | — | -26.07% | |
| 41 | PAYX | Paychex INC | 股票-科技 | 0.81% | — | -6.51% | |
| 42 | PANW | Palo Alto Networks INC | 股票-科技 | 0.76% | -0.45% | +51.20% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.76% | — | — | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.75% | — | -27.59% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.75% | -0.04% | -0.99% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.70% | — | +3.34% | |
| 47 | VFH | Vanguard Financials ETF | ETF-其他 | 0.70% | -0.04% | +100.51% | |
| 48 | USB | US Bancorp | 股票-金融 | 0.69% | — | -10.02% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.68% | — | -2.44% | |
| 50 | XLB | Ss Materials Select Sector | ETF-其他 | 0.66% | -0.05% | -4.35% |