CIK: 0001664214
申報總市值
US$17.5億
僅顯示前 200 大持股（共 482 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 | 14.24% | +1.05% | -0.00% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.09% | -1.22% | +9.55% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.94% | -0.18% | +32.32% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 6.24% | +0.01% | +32.36% | |
| 5 | DIHP | Dimensional International Hi | ETF-其他 | 4.85% | +0.10% | +93.90% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.72% | -0.03% | -0.24% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.52% | -0.05% | -0.06% | |
| 8 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 3.24% | — | -5.56% | |
| 9 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.54% | -0.10% | +517.18% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.21% | -0.04% | +13.49% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.18% | -0.02% | +25.61% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.12% | +0.06% | +13.68% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.84% | -0.12% | +31.81% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.58% | -0.10% | +14.42% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.34% | — | +8.47% | |
| 16 | ECML | Eucldean Fundmntl Val ETF Ec | ETF-其他 | 0.99% | — | -0.15% | |
| 17 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.95% | +0.27% | +905.05% | |
| 18 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.80% | — | +0.00% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.76% | — | — | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.73% | — | +17.76% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.73% | — | -1.05% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.69% | +0.13% | +8.22% | |
| 23 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 0.68% | -0.20% | -13.34% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | -0.12% | +428.95% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | -0.05% | +8.89% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | -3.18% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | +0.12% | +3.13% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | -0.05% | +17.41% | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.44% | — | +112.61% | |
| 30 | TSLA | Tesla INC | 股票-循環性消費 | 0.44% | — | -7.21% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | — | -1.21% | |
| 32 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 0.38% | — | -0.84% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.38% | +0.07% | -7.08% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | -6.19% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.35% | — | — | |
| 36 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 0.35% | — | — | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.33% | — | +7.97% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.33% | — | -17.57% | |
| 39 | SNOW | Snowflake INC | 股票-科技 | 0.32% | -0.04% | -1.50% | |
| 40 | DNLI | Denali Therapeutics INC | 股票-其他 | 0.32% | +0.04% | -10.00% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.30% | — | +15.16% | |
| 42 | NFLX | Netflix INC | 股票-通訊服務 | 0.30% | -0.06% | -24.53% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.28% | -0.06% | — | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.28% | +0.08% | -86.13% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.27% | +0.02% | +96.50% | |
| 46 | OKTA | Okta INC | 股票-科技 | 0.27% | — | -18.44% | |
| 47 | ABBV | Abbvie INC | 股票-醫療保健 | 0.27% | — | +26.48% | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.26% | — | +23.57% | |
| 49 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.25% | — | — | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.25% | — | +15.39% |