CIK: 0001671716
申報總市值
US$12.0億
僅顯示前 200 大持股（共 377 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 | MSFT | Microsoft CORP | 股票-科技 | 10.07% | -0.27% | -0.64% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.28% | +1.32% | +3.90% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.70% | — | -5.67% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.35% | -0.12% | +2.25% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.88% | -0.64% | -1.12% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.75% | +0.74% | +0.74% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.66% | +1.39% | -2.95% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.36% | +0.36% | +0.51% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.27% | +0.43% | -1.05% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.21% | -0.16% | +4.56% | |
| 11 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.09% | -1.61% | +3.43% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.93% | — | -5.97% | |
| 13 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.93% | -0.17% | -0.73% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.79% | +0.36% | -12.42% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.58% | +0.53% | +0.10% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 1.47% | +0.41% | +14.03% | |
| 17 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.42% | +0.23% | -4.48% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.31% | +0.50% | -0.38% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.30% | +0.32% | +2.63% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.23% | — | -0.81% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.16% | +0.20% | -1.30% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.14% | — | +0.14% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.11% | +0.23% | +0.70% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.03% | +0.30% | +1.41% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 1.02% | +0.31% | -0.99% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.97% | — | -6.77% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | — | -2.14% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.88% | +0.58% | +26.68% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | -0.76% | -14.93% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | -0.24% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.74% | -0.50% | -9.87% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.71% | — | -4.34% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | -2.44% | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.68% | +0.26% | -16.71% | |
| 35 | FTNT | Fortinet INC | 股票-科技 | 0.66% | -0.66% | EXIT | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | — | +1.26% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.62% | -0.33% | +0.09% | |
| 38 | TSLA | Tesla INC | 股票-循環性消費 | 0.59% | +0.22% | +0.09% | |
| 39 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.59% | -0.20% | -2.58% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.56% | — | -1.17% | |
| 41 | GSST | Goldman Sachs Ultra Short Bo | ETF-避險與商品 | 0.55% | — | +18.39% | |
| 42 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.54% | -0.13% | +1.72% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.54% | — | -1.29% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.54% | — | -1.21% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.52% | -0.15% | +6.03% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.49% | — | -7.00% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.48% | +0.23% | +10.73% | |
| 48 | NFLX | Netflix INC | 股票-通訊服務 | 0.48% | — | -10.84% | |
| 49 | GCOR | Goldman Sachs Access US Agg | ETF-避險與商品 | 0.46% | — | -15.64% | |
| 50 | AMGN | Amgen INC | 股票-醫療保健 | 0.45% | — | +0.85% |