CIK: 0001610769
申報總市值
US$41.2億
僅顯示前 200 大持股（共 482 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 | 10.59% | +0.61% | +21.26% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.36% | +0.10% | -1.56% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.72% | -3.07% | EXIT | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.72% | -0.01% | +4.14% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 3.37% | — | — | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.37% | +0.13% | +3.01% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.74% | — | +12.65% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.70% | — | +0.68% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.53% | -0.67% | EXIT | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.41% | — | +23.40% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.13% | — | +0.98% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.11% | +0.01% | +7.07% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.56% | -0.05% | +85.88% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.16% | +0.01% | -6.34% | |
| 15 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.02% | — | +0.02% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.98% | — | +0.90% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.92% | — | -1.88% | |
| 18 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.85% | — | -11.73% | |
| 19 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.79% | — | +6.50% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.76% | +0.11% | -7.17% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.76% | — | -8.52% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | — | +4.09% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.75% | — | -2.92% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | — | -4.96% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | — | +1.96% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.66% | — | +0.01% | |
| 27 | TSLA | Tesla INC | 股票-循環性消費 | 0.62% | — | +2.43% | |
| 28 | NFLX | Netflix INC | 股票-通訊服務 | 0.61% | -0.07% | +0.45% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | -0.04% | +2.05% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | +0.27% | -13.75% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.56% | — | -1.13% | |
| 32 | PWR | Quanta Services INC | 股票-工業 | 0.56% | -0.37% | EXIT | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | — | +12.90% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.54% | -0.04% | -14.47% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.53% | — | +2.74% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.51% | -0.06% | +0.76% | |
| 37 | ADBE | Adobe INC | 股票-科技 | 0.51% | — | -0.78% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.46% | — | — | |
| 39 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.45% | — | +2.61% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.43% | — | -4.45% | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.40% | — | +0.78% | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.39% | — | +1.78% | |
| 43 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.37% | — | -27.89% | |
| 44 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.36% | — | +2.67% | |
| 45 | ABBV | Abbvie INC | 股票-醫療保健 | 0.35% | — | -6.95% | |
| 46 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.35% | — | +11.13% | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.35% | — | +0.29% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.34% | -0.39% | EXIT | |
| 49 | ULTA | Ulta Beauty INC | 股票-循環性消費 | 0.34% | — | -0.35% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.34% | — | +2.18% |