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 | 16.77% | +2.20% | -1.18% | |
| 2 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 10.58% | — | +4.26% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 8.77% | -0.01% | +4.53% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.30% | +0.28% | -2.54% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.51% | +0.13% | -0.94% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 3.12% | — | +3.08% | |
| 7 | UBS | UBS Group AG | 股票-金融 | 3.10% | — | +1.58% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.96% | +0.43% | +16.01% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.89% | — | -3.45% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.80% | — | -1.54% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.80% | — | +1.76% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.42% | — | -0.26% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.30% | -0.38% | EXIT | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.21% | — | -2.36% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.13% | -0.34% | EXIT | |
| 16 | TMUS | T-mobile US INC | 股票-通訊服務 | 1.01% | — | +9.31% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.94% | — | -12.44% | |
| 18 | DELL | Dell Technologies -c | 股票-科技 | 0.92% | — | — | |
| 19 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.81% | +0.18% | -8.69% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.78% | — | +0.36% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.72% | -0.32% | EXIT | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | +1.06% | |
| 23 | AVLRUSD | Avalara INC | 股票-其他 | 0.66% | — | -3.35% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.64% | -0.23% | EXIT | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.49% | — | +9.53% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.46% | -0.12% | EXIT | |
| 27 | ACN | Accenture plc | 股票-科技 | 0.44% | — | -2.37% | |
| 28 | PCAR | Paccar INC | 股票-工業 | 0.43% | — | +0.78% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.42% | — | -22.40% | |
| 30 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.42% | — | +1.58% | |
| 31 | BA | Boeing Co/the | 股票-工業 | 0.41% | — | -5.55% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.40% | — | +4.51% | |
| 33 | ✓ | 股票-其他 | 0.37% | — | +1.28% | ||
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.35% | — | -22.09% | |
| 35 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.34% | — | -1.36% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.33% | — | +6.83% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.33% | — | -0.97% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.33% | — | +5.58% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.32% | — | -26.10% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.31% | — | -0.39% | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.31% | — | -3.25% | |
| 42 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.31% | — | +1.50% | |
| 43 | AXON | Axon Enterprise INC | 股票-工業 | 0.30% | — | +0.67% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.30% | — | +0.46% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.28% | — | -4.21% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.28% | — | -0.09% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.27% | — | -10.62% | |
| 48 | TEX | Terex CORP | 股票-工業 | 0.27% | — | -6.58% | |
| 49 | DOCU | Docusign INC | 股票-科技 | 0.27% | — | +48.23% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.26% | — | — |