CIK: 0001631738
申報總市值
US$3.7億
僅顯示前 200 大持股（共 260 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 | 9.93% | +0.30% | +14.26% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.83% | +0.51% | -3.87% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.64% | — | +1.96% | |
| 4 | PYPL | Paypal Holdings INC | 股票-金融 | 2.88% | — | -4.57% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.77% | -0.11% | +0.18% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.76% | -0.08% | +274.59% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.30% | -0.35% | -1.98% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.23% | -0.01% | +0.77% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.16% | -0.37% | -0.64% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.13% | — | -0.10% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.04% | +0.63% | +1.10% | |
| 12 | CRM | Salesforce INC | 股票-科技 | 1.85% | +0.20% | -3.47% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.81% | -1.66% | +9.97% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.74% | — | +0.08% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.68% | +0.08% | -0.91% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.65% | +0.08% | -5.84% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.59% | -0.02% | +0.08% | |
| 18 | AMGN | Amgen INC | 股票-醫療保健 | 1.49% | -0.30% | -0.80% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.37% | — | -0.01% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.31% | -0.12% | -0.02% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.30% | -0.23% | +0.69% | |
| 22 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.26% | -0.08% | +1.13% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.26% | — | -1.57% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.25% | — | +3.54% | |
| 25 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.21% | -0.30% | +1.00% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.14% | -0.03% | +2.88% | |
| 27 | VFH | Vanguard Financials ETF | ETF-其他 | 1.10% | -0.04% | +24.97% | |
| 28 | WDAY | Workday Inc-class A | 股票-科技 | 1.09% | — | -0.03% | |
| 29 | MDT | Medtronic plc | 股票-醫療保健 | 1.08% | — | +1.26% | |
| 30 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.06% | -0.20% | +1.63% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.03% | -0.05% | -0.20% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.01% | — | +47.08% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.95% | -0.11% | -0.37% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.95% | -0.03% | +6.03% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.93% | -0.05% | -0.53% | |
| 36 | PANW | Palo Alto Networks INC | 股票-科技 | 0.92% | -0.45% | +5.20% | |
| 37 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.91% | -0.19% | -0.13% | |
| 38 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.86% | — | +2.87% | |
| 39 | TFC | Truist Financial CORP | 股票-金融 | 0.81% | — | +4.18% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.81% | — | +7.92% | |
| 41 | PAYX | Paychex INC | 股票-科技 | 0.80% | — | +0.05% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.80% | — | -1.14% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.80% | -0.10% | -0.69% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.76% | — | -0.31% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.72% | -0.04% | -0.71% | |
| 46 | XLB | Ss Materials Select Sector | ETF-其他 | 0.71% | -0.05% | -0.01% | |
| 47 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.66% | — | +5.04% | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.63% | — | +5.28% | |
| 49 | RTN1USD | Raytheon Company | 股票-其他 | 0.56% | — | +18.91% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.55% | — | +0.02% |