CIK: 0001697457
申報總市值
US$10.6億
僅顯示前 200 大持股（共 276 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 | SBUX | Starbucks CORP | 股票-循環性消費 | 7.44% | — | -5.41% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.76% | — | +1.93% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.26% | — | -1.82% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.71% | — | -1.07% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.31% | — | +1.42% | |
| 6 | PCAR | Paccar INC | 股票-工業 | 3.25% | — | +203.44% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.68% | — | -0.14% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.65% | — | +0.00% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.29% | — | +1.16% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.25% | — | -2.62% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.12% | — | +1.28% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.12% | — | +2.59% | |
| 13 | EPD | Enterprise Products Partners | 股票-能源 | 1.80% | — | +6.88% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.62% | — | +1.05% | |
| 15 | OMER | Omeros CORP | 股票-其他 | 1.51% | — | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.46% | — | +0.51% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.41% | — | +0.53% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.39% | — | +14.74% | |
| 19 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 1.37% | — | +0.03% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.28% | — | +2.02% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.22% | — | -0.27% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.15% | — | -4.64% | |
| 23 | TNET | Trinet Group INC | 股票-其他 | 1.15% | — | — | |
| 24 | WPS | Ishares International Develo | ETF-其他 | 1.14% | — | -0.44% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.11% | — | -0.93% | |
| 26 | INTC | Intel CORP | 股票-科技 | 1.04% | — | +1.48% | |
| 27 | BA | Boeing Co/the | 股票-工業 | 0.95% | — | +7.64% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.90% | — | -4.62% | |
| 29 | AWK | American Water Works Co INC | 股票-公用事業 | 0.86% | — | -0.40% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | — | +1.88% | |
| 31 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.81% | — | +0.07% | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.81% | — | -3.03% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | — | +5.67% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.66% | — | +1.84% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | +4.88% | |
| 36 | OMC | Omnicom Group | 股票-通訊服務 | 0.57% | — | -8.31% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | — | +1.75% | |
| 38 | PFE | Pfizer INC | 股票-醫療保健 | 0.53% | — | -6.58% | |
| 39 | ALGN | Align Technology INC | 股票-醫療保健 | 0.53% | — | -0.15% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.52% | — | +6.06% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | — | +4.57% | |
| 42 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.50% | — | -6.14% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.50% | — | +21.82% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.48% | — | -1.99% | |
| 45 | MPLX | Mplx LP | 股票-能源 | 0.47% | — | +1.72% | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.46% | — | +15.30% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.45% | — | +4.48% | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.45% | — | -1.32% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.40% | — | -0.22% | |
| 50 | ABBV | Abbvie INC | 股票-醫療保健 | 0.39% | — | +26.21% |