CIK: 0001665642
申報總市值
US$3.4億
僅顯示前 200 大持股（共 265 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 | 18.50% | -1.39% | -0.19% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 12.16% | +0.98% | +0.16% | |
| 3 | IDHQ | Invesco S&p International De | ETF-其他 | 7.76% | -0.17% | +0.25% | |
| 4 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 6.53% | -0.71% | +0.00% | |
| 5 | PM | Philip Morris International | 股票-非循環性消費 | 5.49% | +0.01% | -11.93% | |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 5.39% | -0.82% | +24.18% | |
| 7 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 4.70% | -0.47% | +0.12% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.22% | -0.16% | — | |
| 9 | MO | Altria Group INC | 股票-非循環性消費 | 2.08% | +0.11% | -8.75% | |
| 10 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.66% | — | +0.00% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.53% | +0.15% | -16.14% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.47% | — | -0.05% | |
| 13 | HYGV | Flexshares High Yield Value | ETF-非投資等級債 | 1.17% | -0.32% | EXIT | |
| 14 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.13% | +0.03% | — | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.99% | -0.07% | -6.71% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.94% | — | +0.09% | |
| 17 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.89% | — | — | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.88% | — | +1.26% | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 0.82% | — | +7.26% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.73% | — | -1.21% | |
| 21 | XCCC | Bondbloxx-ccc-usd Hy CORP Bd | ETF-其他 | 0.73% | — | +141.60% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | -0.16% | -2.37% | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.67% | — | +13.92% | |
| 24 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 0.64% | — | -1.43% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.59% | -0.16% | -3.32% | |
| 26 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.58% | — | — | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.56% | — | -8.61% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.56% | — | +30.13% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.52% | — | +39.41% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.50% | — | -1.91% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.47% | — | +4.86% | |
| 32 | USB | US Bancorp | 股票-金融 | 0.46% | -0.12% | — | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.45% | — | +6.54% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.41% | — | — | |
| 35 | ABX | Barrick Gold CORP | 股票-金融 | 0.40% | — | -9.48% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.39% | — | -22.34% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.37% | — | -2.43% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.35% | — | +6.14% | |
| 39 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.35% | — | +69.54% | |
| 40 | GLBE | Global-E Online Ltd. | 股票-其他 | 0.35% | -0.19% | EXIT | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.34% | — | — | |
| 42 | EUDG | Wisdomtree Europe Quality Di | ETF-其他 | 0.33% | -0.35% | EXIT | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.31% | — | -0.46% | |
| 44 | CPRI | Capri Holdings Limited | 股票-循環性消費 | 0.30% | — | — | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.29% | +0.12% | -20.80% | |
| 46 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.28% | — | — | |
| 47 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.27% | — | — | |
| 48 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.27% | — | — | |
| 49 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.26% | — | -17.42% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.24% | — | -16.80% |