CIK: 0001664214
申報總市值
US$17.5億
僅顯示前 200 大持股（共 510 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 | 14.70% | +1.05% | +49.64% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.23% | -1.22% | -2.60% | |
| 3 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 4.59% | -0.20% | +5.00% | |
| 4 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 4.46% | — | +1.07% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.12% | -0.03% | -4.43% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.99% | -0.18% | -0.22% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 3.83% | +0.08% | +1.15% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 3.67% | +0.01% | -4.02% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.78% | +0.06% | -4.71% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.85% | -0.12% | +2.40% | |
| 11 | ✓ | 股票-其他 | 1.85% | — | +8.41% | ||
| 12 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.65% | — | +5.54% | |
| 13 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.19% | — | -0.58% | |
| 14 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.95% | — | -0.19% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.88% | +0.13% | -6.53% | |
| 16 | TSLA | Tesla INC | 股票-循環性消費 | 0.84% | — | -21.34% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.84% | -0.10% | +1.61% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.80% | +0.12% | -7.00% | |
| 19 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 0.78% | — | — | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.75% | — | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.74% | — | +0.78% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | -1.39% | |
| 23 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.60% | -0.10% | -8.74% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.59% | — | -9.94% | |
| 25 | DNLI | Denali Therapeutics INC | 股票-其他 | 0.57% | +0.04% | +11.41% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.52% | — | +9.76% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.48% | -0.05% | -8.43% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.46% | -0.02% | -2.48% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.46% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | +3.24% | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.42% | — | -9.05% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.42% | -0.05% | -25.56% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.42% | -0.05% | -2.35% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.39% | — | +0.12% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.39% | — | +0.02% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | — | -10.48% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | — | +5.11% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | — | -2.06% | |
| 39 | OKTA | Okta INC | 股票-科技 | 0.36% | — | -0.05% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.36% | — | -4.89% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.31% | — | -1.12% | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.31% | -0.03% | -5.09% | |
| 43 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.30% | +0.27% | -20.55% | |
| 44 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.27% | — | -15.50% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.27% | — | -6.21% | |
| 46 | NFLX | Netflix INC | 股票-通訊服務 | 0.27% | -0.06% | +2.13% | |
| 47 | ABBV | Abbvie INC | 股票-醫療保健 | 0.27% | — | +3.17% | |
| 48 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.27% | — | — | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.26% | +0.07% | -8.35% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.25% | — | -4.67% |