CIK: 0001664214
申報總市值
US$17.5億
僅顯示前 200 大持股（共 263 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 | PCAR | Paccar INC | 股票-工業 | 18.53% | +1.05% | +0.09% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 8.64% | -0.03% | +0.91% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 8.37% | -1.22% | -17.65% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 3.93% | — | -4.18% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 3.78% | +0.08% | +79.43% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 3.01% | — | +240.89% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.90% | — | -4.06% | |
| 8 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 2.40% | — | +255.25% | |
| 9 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 2.37% | — | +34.81% | |
| 10 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 2.17% | -0.20% | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.01% | +0.06% | +11.45% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.49% | -0.18% | +100.22% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.29% | — | — | |
| 14 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.26% | — | +494.76% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.18% | — | -1.85% | |
| 16 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.11% | -0.10% | +1.30% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.05% | -0.05% | +9.59% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.90% | -0.02% | +84.01% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.86% | +0.13% | +11.38% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.79% | +0.12% | +13.00% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.77% | +0.02% | — | |
| 22 | RAMP | Liveramp Holdings INC | 股票-其他 | 0.70% | — | +0.98% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.68% | -0.12% | -5.60% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.60% | — | +3.89% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.58% | — | -3.97% | |
| 26 | NFLX | Netflix INC | 股票-通訊服務 | 0.55% | -0.06% | +4.74% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.51% | — | +41.36% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.51% | — | — | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.50% | — | +1.23% | |
| 30 | PI | Impinj INC | 股票-科技 | 0.50% | — | +54.82% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | +22.67% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | +19.83% | |
| 33 | RDFN | Redfin CORP | 股票-其他 | 0.46% | — | -7.56% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.42% | -0.05% | +0.14% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.41% | — | — | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | — | +35.99% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.39% | -0.05% | +10.64% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.39% | — | +10.89% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | — | +13.95% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.38% | — | +30.34% | |
| 41 | BA | Boeing Co/the | 股票-工業 | 0.35% | — | +22.90% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.35% | — | +5.64% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.35% | — | +22.11% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.33% | — | +15.47% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.32% | — | +30.53% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.31% | -0.03% | +26.87% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.30% | — | +26.89% | |
| 48 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.30% | — | +14.13% | |
| 49 | T | At&t INC | 股票-通訊服務 | 0.30% | — | +71.47% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.30% | — | -33.42% |