CIK: 0001631738
申報總市值
US$3.7億
僅顯示前 200 大持股（共 258 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 | NVDA | Nvidia CORP | 股票-科技 | 6.44% | +0.08% | -2.34% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 6.03% | +0.30% | +0.62% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 5.11% | -1.66% | -2.94% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.52% | -0.08% | -1.84% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.31% | +0.51% | -1.37% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.19% | -0.35% | -1.65% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.16% | +0.63% | -1.33% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.57% | — | -1.96% | |
| 9 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 2.45% | — | — | |
| 10 | PANW | Palo Alto Networks INC | 股票-科技 | 2.35% | -0.45% | -3.23% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.21% | — | -3.99% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.19% | — | -5.41% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.04% | -0.12% | -2.27% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.64% | -0.06% | — | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.59% | +0.08% | -3.49% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.44% | — | +117.58% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.40% | -0.11% | -2.93% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.40% | -0.02% | -0.07% | |
| 19 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.35% | -0.30% | -2.23% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.34% | — | -9.74% | |
| 21 | AMGN | Amgen INC | 股票-醫療保健 | 1.26% | -0.30% | -2.00% | |
| 22 | CRM | Salesforce INC | 股票-科技 | 1.21% | +0.20% | -1.87% | |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.20% | — | — | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.13% | -0.01% | -5.95% | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.10% | -0.20% | -1.81% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.09% | -0.03% | -4.52% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.07% | -0.03% | -13.11% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.06% | — | -1.19% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.00% | -0.23% | -2.91% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.95% | -0.10% | -3.17% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.89% | — | -11.47% | |
| 32 | RTX | Rtx CORP | 股票-工業 | 0.89% | -0.12% | -4.52% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.88% | -0.05% | -6.60% | |
| 34 | XLE | Ss Energy Select Sector | ETF-其他 | 0.88% | -0.16% | — | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.87% | -0.05% | -2.39% | |
| 36 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.86% | -0.08% | -8.04% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.81% | -0.11% | -9.03% | |
| 38 | VFH | Vanguard Financials ETF | ETF-其他 | 0.79% | -0.04% | -7.09% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | -0.04% | -1.58% | |
| 40 | PAYX | Paychex INC | 股票-科技 | 0.74% | — | -3.34% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.71% | — | — | |
| 42 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.71% | — | -11.16% | |
| 43 | KKR | Kkr & Co INC | 股票-金融 | 0.70% | +0.18% | — | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.68% | -0.19% | -0.93% | |
| 45 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.67% | — | — | |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.67% | +0.42% | -9.73% | |
| 47 | XLB | Ss Materials Select Sector | ETF-其他 | 0.67% | -0.05% | -3.66% | |
| 48 | XLF | Ss Financial Select Sector | ETF-其他 | 0.66% | — | -11.69% | |
| 49 | WDAY | Workday Inc-class A | 股票-科技 | 0.62% | — | -8.50% | |
| 50 | UBER | Uber Technologies INC | 股票-工業 | 0.58% | -0.06% | +7.88% |