CIK: 0001731732
申報總市值
US$12.4億
僅顯示前 200 大持股（共 218 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 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 6.64% | — | +1.49% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.63% | -0.10% | +2.64% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.27% | +0.04% | -1.30% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 3.22% | +0.27% | -2.19% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 3.10% | +0.02% | +5.69% | |
| 6 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.69% | — | +1.17% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.43% | +0.27% | -3.28% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.25% | — | +11.82% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.81% | — | +1.88% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.79% | -0.25% | -1.39% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.63% | — | +7.42% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.41% | +0.43% | +2.05% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.36% | — | +3.72% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.34% | — | +10.22% | |
| 15 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.32% | -0.46% | +7.14% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.29% | — | +0.32% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.24% | — | -2.69% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.20% | — | +1.65% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.20% | — | -3.68% | |
| 20 | VAW | Vanguard Materials ETF | ETF-其他 | 1.18% | — | +1.46% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.15% | — | +36.30% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.12% | — | +2.09% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.05% | — | +19.83% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.03% | — | +14.37% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.97% | +1.86% | +2.94% | |
| 26 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 0.93% | — | +0.32% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.91% | — | -8.52% | |
| 28 | SPGI | S&p Global INC | 股票-金融 | 0.88% | — | +0.10% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.85% | — | +0.34% | |
| 30 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.84% | -0.83% | EXIT | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | — | -1.92% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.83% | — | +2.75% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.82% | +0.05% | +0.08% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.80% | — | -0.58% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.77% | -0.03% | +2.97% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.77% | — | +2.38% | |
| 37 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.77% | — | -3.14% | |
| 38 | IQLT | Ishares Msci International Q | ETF-其他 | 0.77% | — | +6.54% | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.75% | — | +1.58% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | — | -1.30% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | — | +30.84% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.71% | — | +2.53% | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.67% | — | +39.91% | |
| 44 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.66% | — | -3.33% | |
| 45 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.65% | +0.19% | +100.33% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | — | +0.98% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.64% | — | +48.10% | |
| 48 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.60% | — | +1.13% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | — | -0.15% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | — | -0.34% |