CIK: 0001674581
申報總市值
US$10.2億
僅顯示前 200 大持股（共 736 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 | VUG | Vanguard Growth ETF | ETF-其他 | 37.17% | +6.95% | NEW | |
| 2 | PACWUSD | Pacwest Bancorp | 股票-其他 | 12.11% | — | — | |
| 3 | RWO | State Street Spdr Dow Jones | ETF-其他 | 7.14% | — | — | |
| 4 | ✓ | 股票-其他 | 6.45% | — | — | ||
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.12% | +10.64% | NEW | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.44% | — | — | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.66% | +0.14% | NEW | |
| 8 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.26% | +0.24% | NEW | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.24% | +0.87% | NEW | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.15% | +1.53% | NEW | |
| 11 | INTC | Intel CORP | 股票-科技 | 0.70% | — | — | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.60% | — | — | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.52% | +0.84% | NEW | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.40% | +0.11% | NEW | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | — | — | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.37% | — | — | |
| 17 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.34% | — | — | |
| 18 | FLIR | Flir Systems INC | 股票-其他 | 0.33% | — | — | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.31% | — | — | |
| 20 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.29% | — | — | |
| 21 | UAA | Under Armour Inc-class A | 股票-循環性消費 | 0.27% | — | — | |
| 22 | BMRN | Biomarin Pharmaceutical INC | 股票-醫療保健 | 0.27% | — | — | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.26% | — | — | |
| 24 | TSLA | Tesla INC | 股票-循環性消費 | 0.26% | — | — | |
| 25 | BA | Boeing Co/the | 股票-工業 | 0.26% | — | — | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.24% | +0.20% | NEW | |
| 27 | DUK | Duke Energy CORP | 股票-公用事業 | 0.23% | — | — | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.22% | — | — | |
| 29 | NWNGBP | Northwest Natural Gas Co | 股票-其他 | 0.21% | — | — | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.21% | — | — | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.21% | +0.12% | NEW | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.21% | — | — | |
| 33 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.20% | — | — | |
| 34 | POR | Portland General Electric Co | 股票-公用事業 | 0.19% | — | — | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.18% | +0.19% | NEW | |
| 36 | TRAK | Repositrak INC | 股票-其他 | 0.18% | — | — | |
| 37 | UTXZ | United Tech CORP | 股票-其他 | 0.18% | — | — | |
| 38 | PPG | Ppg Industries INC | 股票-原物料 | 0.18% | — | — | |
| 39 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.17% | — | — | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.17% | +0.10% | NEW | |
| 41 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.17% | — | — | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.16% | — | — | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.16% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.16% | +0.15% | NEW | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.16% | +0.13% | NEW | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.16% | — | — | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.15% | — | — | |
| 48 | SLB | Slb LTD | 股票-能源 | 0.15% | — | — | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.15% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.15% | +0.43% | NEW |