CIK: 0001664214
申報總市值
US$17.5億
| # | 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 | PCAR | Paccar INC | 股票-工業 | 34.26% | +1.05% | — | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 13.29% | -0.03% | — | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 9.37% | — | — | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.95% | — | — | |
| 5 | ✓ | Juno Therapeutics | 股票-其他 | 2.79% | — | — | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.75% | — | — | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.59% | — | — | |
| 8 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.31% | -0.10% | — | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.25% | +0.06% | — | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 2.21% | — | — | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.58% | +0.02% | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | -1.22% | — | |
| 13 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.31% | — | — | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.27% | +0.13% | — | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.20% | +0.12% | — | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.10% | -0.05% | — | |
| 17 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 1.08% | — | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.99% | -0.12% | — | |
| 19 | ✓ | 股票-其他 | 0.94% | — | — | ||
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.83% | — | — | |
| 21 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.64% | — | — | |
| 22 | TSLA | Tesla INC | 股票-循環性消費 | 0.61% | — | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.55% | -0.18% | — | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.50% | — | — | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | -0.05% | — | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.39% | — | — | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.38% | — | — | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.36% | — | — | |
| 29 | MCHX | Marchex Inc-class B | 股票-其他 | 0.34% | — | — | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.33% | — | — | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.33% | — | — | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.31% | — | — | |
| 33 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.31% | — | — | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.31% | — | — | |
| 35 | NFLX | Netflix INC | 股票-通訊服務 | 0.29% | -0.06% | — | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.29% | — | — | |
| 37 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.28% | — | — | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.27% | — | — | |
| 39 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.27% | — | — | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.26% | -0.05% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | — | — | |
| 42 | ✓ | Maxpoint Interactive INC | 股票-其他 | 0.25% | — | — | |
| 43 | PFE | Pfizer INC | 股票-醫療保健 | 0.25% | — | — | |
| 44 | AMGN | Amgen INC | 股票-醫療保健 | 0.24% | — | — | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.23% | — | — | |
| 46 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 0.23% | — | — | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.22% | — | — | |
| 48 | BA | Boeing Co/the | 股票-工業 | 0.22% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.21% | — | — | |
| 50 | RKLB | Rocket Lab Corporation | 股票-工業 | 0.21% | — | — |