CIK: 0001631738
申報總市值
US$3.7億
僅顯示前 200 大持股（共 271 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 | 7.45% | +0.30% | -9.46% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 4.55% | -1.66% | -29.09% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.60% | — | +1.10% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 3.11% | — | — | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.80% | -0.08% | +0.01% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.65% | +0.63% | +0.59% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.53% | -0.11% | -3.12% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.53% | -0.35% | -0.57% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.33% | +0.51% | +1900.76% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.99% | -0.01% | +0.06% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.99% | — | +0.37% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.87% | — | +0.48% | |
| 13 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.73% | -0.30% | -0.27% | |
| 14 | PANW | Palo Alto Networks INC | 股票-科技 | 1.65% | -0.45% | -0.36% | |
| 15 | SUB | Ishares Short-term National | ETF-其他 | 1.63% | — | +385.56% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.51% | -0.12% | -0.20% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.50% | -0.03% | +0.82% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.49% | -0.23% | -0.26% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.49% | +0.08% | +0.24% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.36% | -0.02% | +4.78% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.33% | -0.03% | +0.66% | |
| 22 | AMGN | Amgen INC | 股票-醫療保健 | 1.32% | -0.30% | +0.47% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.28% | — | -0.83% | |
| 24 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.22% | -0.20% | +0.81% | |
| 25 | RTX | Rtx CORP | 股票-工業 | 1.18% | -0.12% | +0.33% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.17% | +0.08% | +0.41% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.08% | -0.37% | +1.71% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.04% | -0.11% | +0.66% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.02% | -0.10% | +0.76% | |
| 30 | PAYX | Paychex INC | 股票-科技 | 1.01% | — | -1.00% | |
| 31 | CRM | Salesforce INC | 股票-科技 | 1.01% | +0.20% | +0.62% | |
| 32 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.99% | -0.08% | -0.46% | |
| 33 | VFH | Vanguard Financials ETF | ETF-其他 | 0.95% | -0.04% | — | |
| 34 | MDT | Medtronic plc | 股票-醫療保健 | 0.94% | — | +0.19% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.94% | -0.05% | +0.31% | |
| 36 | TFC | Truist Financial CORP | 股票-金融 | 0.88% | — | +1.19% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.88% | -0.05% | +0.38% | |
| 38 | USB | US Bancorp | 股票-金融 | 0.83% | — | +11.83% | |
| 39 | XLE | Ss Energy Select Sector | ETF-其他 | 0.82% | -0.16% | -16.20% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.78% | — | — | |
| 41 | PYPL | Paypal Holdings INC | 股票-金融 | 0.77% | — | +2.48% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | -0.06% | — | |
| 43 | XLB | Ss Materials Select Sector | ETF-其他 | 0.73% | -0.05% | +1.42% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.72% | -0.04% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.71% | — | -0.73% | |
| 46 | WDAY | Workday Inc-class A | 股票-科技 | 0.67% | — | +0.85% | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.65% | -0.19% | +2.28% | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.62% | — | +1.00% | |
| 49 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.60% | — | — | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.57% | — | +1.98% |