CIK: 0001360798
申報總市值
US$23.7億
僅顯示前 200 大持股（共 307 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 | AMZN | Amazon.com INC | 股票-循環性消費 | 16.58% | +2.20% | -3.17% | |
| 2 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 10.71% | — | +1.80% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.67% | -0.01% | +3.50% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.44% | +0.28% | -1.87% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.57% | +0.13% | -4.14% | |
| 6 | UBS | UBS Group AG | 股票-金融 | 3.22% | — | -1.34% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 3.04% | — | -1.46% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.01% | — | -2.10% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.88% | — | -0.60% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.77% | — | +1.09% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.68% | +0.43% | +6.75% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.43% | — | +0.03% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.39% | -0.38% | EXIT | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.24% | — | -2.08% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.18% | -0.34% | EXIT | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.08% | — | -4.90% | |
| 17 | TMUS | T-mobile US INC | 股票-通訊服務 | 0.89% | — | +38.80% | |
| 18 | INTC | Intel CORP | 股票-科技 | 0.84% | -0.32% | EXIT | |
| 19 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.82% | +0.18% | -7.09% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.77% | — | +1.56% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.66% | -0.23% | EXIT | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | +6.92% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.55% | — | +255.05% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 0.48% | — | +34.59% | |
| 25 | ✓ | 股票-其他 | 0.46% | — | +0.03% | ||
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | — | +236.20% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.46% | — | +14.43% | |
| 28 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.45% | -0.12% | EXIT | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.45% | — | — | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.45% | — | +2.35% | |
| 31 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.43% | — | -0.99% | |
| 32 | PCAR | Paccar INC | 股票-工業 | 0.42% | — | -0.24% | |
| 33 | AVLRUSD | Avalara INC | 股票-其他 | 0.42% | — | +7.60% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | — | +31.27% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.40% | — | +1412.60% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.39% | — | — | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.35% | — | -7.28% | |
| 38 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.33% | — | +4.32% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.33% | — | -3.44% | |
| 40 | ✓ | Pluralsight INC | 股票-其他 | 0.32% | — | -49.24% | |
| 41 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.31% | — | +36.78% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.31% | — | +0.85% | |
| 43 | TEX | Terex CORP | 股票-工業 | 0.31% | — | +76.56% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.30% | — | +23.17% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.30% | — | -4.10% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.30% | — | -1.56% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.29% | — | -4.99% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.28% | +0.18% | +30.91% | |
| 49 | AXON | Axon Enterprise INC | 股票-工業 | 0.26% | — | — | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.26% | — | +0.87% |