CIK: 0001360798
申報總市值
US$23.7億
僅顯示前 200 大持股（共 487 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 | 30.05% | +2.20% | +1.69% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.39% | -0.01% | +5.07% | |
| 3 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 6.80% | — | +6.85% | |
| 4 | TMUS | T-mobile US INC | 股票-通訊服務 | 6.35% | — | -4.71% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.98% | +0.43% | +7.44% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.97% | +0.28% | -0.59% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.30% | +0.13% | -0.68% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.44% | — | -8.62% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.32% | — | +3.92% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.00% | — | +15.99% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.98% | — | +0.28% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.92% | — | +1.38% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.80% | — | +3.07% | |
| 14 | TSLA | Tesla INC | 股票-循環性消費 | 0.78% | — | +5.59% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.68% | — | +0.72% | |
| 16 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.60% | +0.18% | +3.38% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.59% | +0.18% | +49.67% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.57% | -0.38% | EXIT | |
| 19 | AVLRUSD | Avalara INC | 股票-其他 | 0.56% | — | -10.47% | |
| 20 | SNOW | Snowflake INC | 股票-科技 | 0.56% | — | -2.91% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.55% | +0.28% | +2.35% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.55% | -0.34% | EXIT | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | — | +62.23% | |
| 24 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.49% | -0.46% | EXIT | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | -1.57% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.40% | -0.32% | EXIT | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.38% | — | +5.92% | |
| 28 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.37% | — | +2.39% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.37% | — | +0.90% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.36% | +0.14% | +2.02% | |
| 31 | DOCU | Docusign INC | 股票-科技 | 0.35% | — | -13.05% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 0.35% | — | +11.50% | |
| 33 | HAPN | Happen INC | 股票-其他 | 0.35% | -0.22% | EXIT | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.32% | -0.23% | EXIT | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.31% | — | +7.68% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.31% | — | -0.65% | |
| 37 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.29% | — | +1.76% | |
| 38 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.28% | -0.12% | EXIT | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.28% | — | +7.17% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.27% | — | +7.22% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.27% | -0.36% | EXIT | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | — | +2.07% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.26% | — | +10.71% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.25% | — | +1.44% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.25% | — | -0.18% | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.25% | — | +7.09% | |
| 47 | AMGN | Amgen INC | 股票-醫療保健 | 0.24% | — | +0.00% | |
| 48 | PCAR | Paccar INC | 股票-工業 | 0.24% | — | +1.07% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.23% | — | +22.96% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.23% | — | +22.04% |