CIK: 0001721527
申報總市值
US$7.1億
僅顯示前 200 大持股（共 243 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 | 8.63% | +0.24% | +32.72% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 6.59% | -0.06% | +19.67% | |
| 3 | AAPL | Apple INC | 股票-科技 | 6.06% | -0.42% | -1.20% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.64% | +0.12% | +61.80% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.45% | -0.19% | -2.34% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.26% | -0.32% | +54.28% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.11% | -0.12% | +10.16% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.02% | +0.44% | -2.66% | |
| 9 | MTCH | Match Group INC | 股票-通訊服務 | 2.01% | — | +44.83% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.90% | — | +0.72% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.85% | — | -5.27% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.77% | — | -0.62% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.75% | +0.65% | +5.20% | |
| 14 | UPS | United Parcel Service-cl B | 股票-工業 | 1.75% | — | +1.31% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.51% | — | -9.31% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.45% | — | +3.40% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.42% | — | -2.25% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.38% | — | -2.19% | |
| 19 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.28% | — | +2.13% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.27% | — | -3.51% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.19% | +0.11% | NEW | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.07% | — | +4.94% | |
| 23 | TSLA | Tesla INC | 股票-循環性消費 | 1.02% | -0.14% | +0.06% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.01% | — | +4.15% | |
| 25 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.95% | — | -33.71% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | -0.35% | -0.72% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | — | -0.45% | |
| 28 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.92% | — | -19.75% | |
| 29 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.83% | — | +0.10% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.83% | -0.12% | +0.21% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.77% | — | +3.29% | |
| 32 | IYE | Ishares U.s. Energy ETF | ETF-其他 | 0.77% | — | +44.43% | |
| 33 | IRT | Independence Realty Trust In | 股票-房地產 | 0.75% | — | -15.12% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.70% | -0.08% | — | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.69% | -0.11% | +1.44% | |
| 36 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.69% | — | +3.22% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.68% | — | +2.63% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.68% | — | +3.73% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.67% | +0.15% | -11.88% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | — | -0.70% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.62% | +0.13% | -2.32% | |
| 42 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.60% | — | -15.68% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.57% | — | +3.90% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | -0.12% | -5.67% | |
| 45 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.55% | — | -23.11% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.54% | — | -30.39% | |
| 47 | COMT | Ishares Gsci Commodity Dynam | ETF-避險與商品 | 0.54% | — | +46.60% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.48% | — | -4.00% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.42% | — | +2.49% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | — | +3.97% |