CIK: 0001610769
申報總市值
US$41.2億
僅顯示前 200 大持股（共 859 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 | 8.88% | +0.61% | +2.29% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.09% | -3.07% | EXIT | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.64% | +0.13% | +41.50% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.62% | +0.10% | +6.03% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.61% | +0.27% | +1496.50% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.54% | -0.05% | +26.10% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.20% | -0.06% | +455.94% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.00% | — | -0.22% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.46% | +0.01% | +34.82% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.41% | +0.11% | +51.16% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.40% | — | +2.31% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.33% | — | +4.74% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.32% | — | +0.46% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.23% | — | -1.75% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.12% | -0.01% | +2.74% | |
| 16 | ACN | Accenture plc | 股票-科技 | 1.06% | -0.14% | +609.49% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | — | +67.04% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.74% | — | +1.74% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.73% | +0.02% | +65.39% | |
| 20 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 0.72% | — | +1214.73% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | -0.04% | +54.69% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.65% | — | +2.55% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.65% | -0.67% | EXIT | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | +100.31% | |
| 25 | HD | Home Depot INC | 股票-循環性消費 | 0.53% | — | +32.40% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.50% | -0.06% | +51.84% | |
| 27 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.48% | -0.23% | +922.64% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.22% | +109.58% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.46% | — | -3.13% | |
| 30 | NFLX | Netflix INC | 股票-通訊服務 | 0.45% | -0.07% | +37.39% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.45% | -0.04% | +34.06% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.44% | +0.46% | +68.05% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.44% | -0.39% | EXIT | |
| 34 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.44% | — | +48.37% | |
| 35 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.43% | — | — | |
| 36 | GE | General Electric | 股票-工業 | 0.42% | — | +20.83% | |
| 37 | SKYH | Sky Harbour Group CORP | 股票-其他 | 0.42% | — | — | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.42% | — | +68.72% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | — | +50.53% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.40% | — | +36.16% | |
| 41 | ADBE | Adobe INC | 股票-科技 | 0.40% | — | +53.25% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.39% | — | +47.89% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.39% | — | +15.40% | |
| 44 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 0.38% | — | — | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.37% | — | +356.59% | |
| 46 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.36% | — | +41.00% | |
| 47 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.36% | — | — | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.35% | -0.37% | EXIT | |
| 49 | CRM | Salesforce INC | 股票-科技 | 0.35% | — | +79.72% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.35% | — | +0.00% |