CIK: 0001721527
申報總市值
US$7.1億
僅顯示前 200 大持股（共 287 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.24% | +0.24% | +7.55% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.89% | -0.42% | -2.09% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 4.98% | -0.06% | +22.87% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.55% | — | +11.65% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.34% | — | -2.05% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.20% | +0.65% | +14.95% | |
| 7 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.85% | -0.19% | -0.03% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.85% | +0.44% | +1.47% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.81% | -0.12% | -10.54% | |
| 10 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.77% | — | +16.91% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.75% | — | -15.04% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.68% | — | +5.01% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.49% | — | +2.15% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.45% | — | +1.81% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.43% | — | +15.12% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | -0.35% | +2.86% | |
| 17 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.30% | — | +10.91% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.25% | — | +1.16% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.25% | — | +70.64% | |
| 20 | MTCH | Match Group INC | 股票-通訊服務 | 1.24% | — | -0.54% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.18% | — | +3.66% | |
| 22 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.17% | — | +5.40% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.17% | — | +2.84% | |
| 24 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-其他 | 1.16% | — | — | |
| 25 | UPS | United Parcel Service-cl B | 股票-工業 | 1.13% | — | +0.30% | |
| 26 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.11% | — | +4.95% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.09% | — | -0.52% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.08% | — | +2.13% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.07% | — | +0.34% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.99% | -0.12% | +1.42% | |
| 31 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.98% | — | +6.28% | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.90% | — | +12.76% | |
| 33 | TSLA | Tesla INC | 股票-循環性消費 | 0.80% | -0.14% | -5.05% | |
| 34 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 0.79% | — | -9.17% | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.79% | +0.15% | +0.02% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.73% | — | +0.19% | |
| 37 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.63% | — | +4.26% | |
| 38 | MBB | Ishares Mbs ETF | ETF-其他 | 0.62% | — | +820.90% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.59% | — | -4.70% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | — | -30.77% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | -7.17% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.56% | -0.08% | -31.98% | |
| 43 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | — | +0.84% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.51% | — | +6.72% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.50% | +0.13% | +4.80% | |
| 46 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 0.48% | — | -6.77% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.45% | -0.11% | -9.13% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.44% | — | -10.58% | |
| 49 | KOR | Corvus Gold INC | 股票-其他 | 0.43% | — | — | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | — | -3.60% |