CIK: 0001610769
申報總市值
US$41.2億
僅顯示前 200 大持股（共 996 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 | 8.56% | +0.61% | +12.05% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.70% | +0.13% | +2.02% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.29% | +0.10% | +4.37% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.14% | -3.07% | EXIT | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.93% | +0.27% | -1.81% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.16% | +0.01% | +4.79% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.78% | -0.06% | +3.93% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.66% | — | +200.95% | |
| 9 | ELS | Equity Lifestyle Properties | 股票-房地產 | 1.64% | — | -2.21% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.49% | -0.05% | +15.12% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.30% | +0.01% | +8.24% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.22% | +0.11% | +4.27% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.17% | — | +5.12% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.16% | — | +0.67% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.15% | — | -0.21% | |
| 16 | ACN | Accenture plc | 股票-科技 | 1.13% | -0.14% | +1.42% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.12% | -0.79% | EXIT | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.00% | — | -0.05% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.92% | +0.02% | +3.64% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.91% | -0.01% | +1.41% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.90% | — | -7.50% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | — | +1.05% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | — | +100.59% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | -0.04% | +3.05% | |
| 25 | TSLA | Tesla INC | 股票-循環性消費 | 0.68% | — | +30.56% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | — | +3.82% | |
| 27 | GS | Goldman Sachs Group INC | 股票-金融 | 0.55% | — | +4.93% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.52% | -0.67% | EXIT | |
| 29 | NFLX | Netflix INC | 股票-通訊服務 | 0.52% | -0.07% | +3.87% | |
| 30 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 0.52% | — | +2.88% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.50% | — | -20.11% | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.50% | — | +3.02% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.49% | -0.04% | +10.45% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.06% | +0.64% | |
| 35 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.45% | -0.03% | +3.28% | |
| 36 | APP | Applovin Corp-class A | 股票-科技 | 0.45% | — | +42.16% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.42% | +0.46% | +4.56% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.41% | — | — | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.41% | — | +1.88% | |
| 40 | CRM | Salesforce INC | 股票-科技 | 0.41% | — | +12.68% | |
| 41 | PWR | Quanta Services INC | 股票-工業 | 0.41% | -0.37% | EXIT | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | +0.22% | -1.24% | |
| 43 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.38% | — | +0.11% | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.37% | — | -0.24% | |
| 45 | GE | General Electric | 股票-工業 | 0.36% | — | +1.68% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.36% | — | +0.48% | |
| 47 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.35% | — | +0.61% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | — | -0.89% | |
| 49 | WMT | Walmart INC | 股票-非循環性消費 | 0.35% | -0.37% | EXIT | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.34% | — | +3.34% |