CIK: 0001674581
申報總市值
US$10.2億
僅顯示前 200 大持股（共 763 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 25.08% | +6.10% | NEW | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 19.60% | +6.95% | NEW | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 16.27% | +10.64% | NEW | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 14.96% | +0.11% | NEW | |
| 5 | PACWUSD | Pacwest Bancorp | 股票-其他 | 1.26% | — | -0.11% | |
| 6 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.18% | — | +0.11% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.02% | — | -76.33% | |
| 8 | AAPL | Apple INC | 股票-科技 | 0.96% | +1.53% | NEW | |
| 9 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.91% | — | -83.35% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | +0.14% | NEW | |
| 11 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.79% | +0.24% | NEW | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.79% | +0.87% | NEW | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | +0.13% | NEW | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.40% | +0.84% | NEW | |
| 15 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.40% | — | -91.72% | |
| 16 | INTC | Intel CORP | 股票-科技 | 0.34% | — | +1.40% | |
| 17 | FBIN | Fortune Brands Innovations I | 股票-工業 | 0.32% | — | — | |
| 18 | MO | Altria Group INC | 股票-非循環性消費 | 0.31% | — | +5.37% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.26% | +0.11% | NEW | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.25% | — | +9.42% | |
| 21 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.21% | — | -20.75% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.21% | — | -96.63% | |
| 23 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.20% | — | +8.10% | |
| 24 | BMRN | Biomarin Pharmaceutical INC | 股票-醫療保健 | 0.20% | — | — | |
| 25 | USB | US Bancorp | 股票-金融 | 0.20% | +0.11% | NEW | |
| 26 | AEP | American Electric Power | 股票-公用事業 | 0.20% | — | — | |
| 27 | FLIR | Flir Systems INC | 股票-其他 | 0.19% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.18% | — | -18.70% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.18% | — | -2.26% | |
| 30 | T | At&t INC | 股票-通訊服務 | 0.17% | — | +15.19% | |
| 31 | PM | Philip Morris International | 股票-非循環性消費 | 0.16% | — | -0.74% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.16% | — | -29.92% | |
| 33 | WY | Weyerhaeuser Co | 股票-房地產 | 0.16% | — | -6.35% | |
| 34 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.15% | — | -12.47% | |
| 35 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.15% | — | +24.86% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.15% | — | -44.34% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.15% | +0.19% | NEW | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.15% | +2.63% | NEW | |
| 39 | CMS | Cms Energy CORP | 股票-公用事業 | 0.14% | — | -2.66% | |
| 40 | BA | Boeing Co/the | 股票-工業 | 0.14% | — | — | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.14% | — | -15.85% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.13% | +0.15% | NEW | |
| 43 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.13% | — | — | |
| 44 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.13% | — | -19.46% | |
| 45 | ✓ | Gulf Resources INC | 股票-其他 | 0.13% | — | +7.57% | |
| 46 | TRAK | Repositrak INC | 股票-其他 | 0.13% | — | — | |
| 47 | NWNGBP | Northwest Natural Gas Co | 股票-其他 | 0.12% | — | — | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.12% | — | +19.58% | |
| 49 | DUK | Duke Energy CORP | 股票-公用事業 | 0.11% | — | -1.27% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.11% | — | +95.66% |