CIK: 0001610769
申報總市值
US$41.2億
僅顯示前 200 大持股（共 350 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 10.76% | +0.61% | +2.30% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.07% | -0.67% | EXIT | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.03% | -0.01% | +4.57% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.81% | +0.10% | +4.16% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.10% | -3.07% | EXIT | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.74% | — | +1.46% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.91% | +0.13% | -7.25% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.81% | — | +0.51% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.53% | +0.01% | +18.24% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.51% | — | +4.02% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.49% | -0.39% | EXIT | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.47% | — | +9.02% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.24% | — | -3.59% | |
| 14 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-其他 | 1.24% | — | +4.25% | |
| 15 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 1.21% | — | -1.17% | |
| 16 | PWR | Quanta Services INC | 股票-工業 | 1.13% | -0.37% | EXIT | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.01% | — | +321.59% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.96% | — | +0.01% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.91% | — | -10.86% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.91% | +0.01% | +4.46% | |
| 21 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.83% | — | +11.27% | |
| 22 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.82% | — | -8.26% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.82% | — | -3.57% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.79% | — | -11.93% | |
| 25 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.79% | — | +6.97% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.75% | — | +0.50% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.73% | -0.06% | +1.75% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.72% | — | -33.70% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.70% | — | +0.01% | |
| 30 | USB | US Bancorp | 股票-金融 | 0.69% | — | -4.09% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.68% | — | +0.43% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.66% | — | -1.85% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | -0.04% | +7.91% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.64% | +0.11% | -2.78% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.64% | — | +16.17% | |
| 36 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.60% | — | -24.91% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | +0.67% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | -0.15% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.56% | -0.05% | +18.49% | |
| 40 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.48% | — | — | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.48% | — | +0.05% | |
| 42 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.45% | — | -7.93% | |
| 43 | PEP | Pepsico INC | 股票-非循環性消費 | 0.44% | — | -20.24% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.43% | — | +1.80% | |
| 45 | UTXZ | United Tech CORP | 股票-其他 | 0.42% | — | -4.25% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.41% | — | +12.79% | |
| 47 | BP | Bp Plc-spons Adr | 股票-能源 | 0.40% | — | -0.85% | |
| 48 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.39% | — | -2.88% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 0.39% | — | -2.34% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.37% | — | +9.91% |