CIK: 0001664214
申報總市值
US$17.5億
僅顯示前 200 大持股（共 470 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 | 11.34% | +1.05% | +0.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.93% | -1.22% | -4.79% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 5.22% | -0.03% | +1916.15% | |
| 4 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 4.67% | — | +1.83% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.65% | +0.08% | +16.22% | |
| 6 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 4.58% | -0.20% | +8.99% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.27% | -0.18% | +16.82% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 3.21% | +0.01% | +8.75% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.94% | +0.06% | +1.23% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.76% | -0.12% | +4.20% | |
| 11 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.67% | — | +5.73% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.35% | +0.13% | -0.96% | |
| 13 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.28% | — | -2.10% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.14% | +0.12% | +1.80% | |
| 15 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.13% | — | -0.39% | |
| 16 | TSLA | Tesla INC | 股票-循環性消費 | 1.03% | — | +25.28% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 1.01% | — | -20.38% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.82% | — | — | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.68% | -0.05% | -2.46% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | +4.23% | |
| 21 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 0.61% | — | +11.66% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.57% | -0.05% | +4.90% | |
| 23 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.57% | -0.10% | -82.57% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | -0.10% | +14.84% | |
| 25 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.55% | — | +4.04% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | — | +5.59% | |
| 27 | OKTA | Okta INC | 股票-科技 | 0.49% | — | +1791.41% | |
| 28 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.45% | — | +29.29% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | — | +1.95% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | — | +8.08% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | — | +2.02% | |
| 32 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.40% | — | -70.88% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.38% | -0.05% | +3.46% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.38% | — | +4.05% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | — | +8.59% | |
| 36 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.38% | +0.27% | -12.44% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.37% | — | +159.58% | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.34% | -0.03% | -2.20% | |
| 39 | FXE | Invesco Currencyshares Euro | ETF-其他 | 0.33% | — | — | |
| 40 | MA | Mastercard INC - A | 股票-金融 | 0.32% | — | -11.54% | |
| 41 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.31% | — | +65.91% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.30% | +0.07% | +7.51% | |
| 43 | PFE | Pfizer INC | 股票-醫療保健 | 0.30% | — | +6.26% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.29% | — | +6.54% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | — | +4.28% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.29% | -0.02% | +180.83% | |
| 47 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.29% | — | — | |
| 48 | ABBV | Abbvie INC | 股票-醫療保健 | 0.28% | — | +3.20% | |
| 49 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.27% | — | -12.83% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.26% | — | -3.80% |