CIK: 0001721527
申報總市值
US$7.1億
僅顯示前 200 大持股（共 228 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 | 8.44% | +0.24% | -0.07% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 6.49% | -0.06% | +1.66% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.73% | -0.42% | +3.27% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.62% | +0.12% | -10.36% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.38% | -0.32% | +4.18% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.08% | -0.19% | -6.15% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.99% | -0.12% | -3.72% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.96% | — | -2.15% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.89% | — | +0.53% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.84% | +0.65% | -6.18% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.80% | +0.44% | -9.16% | |
| 12 | UPS | United Parcel Service-cl B | 股票-工業 | 1.77% | — | +1.80% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.71% | — | -4.72% | |
| 14 | MTCH | Match Group INC | 股票-通訊服務 | 1.51% | — | -0.10% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.44% | — | -11.97% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.41% | — | -0.38% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.35% | +0.11% | NEW | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.33% | — | -3.21% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.28% | — | -4.12% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.24% | — | -9.51% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.01% | — | -11.99% | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.00% | -1.97% | +171.47% | |
| 23 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.92% | — | -0.19% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.92% | — | +57.86% | |
| 25 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.87% | — | — | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.86% | — | +17.26% | |
| 27 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.84% | — | -35.94% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.84% | — | +1.85% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | — | -3.23% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.77% | — | +417.12% | |
| 31 | TSLA | Tesla INC | 股票-循環性消費 | 0.76% | -0.14% | +1.44% | |
| 32 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.74% | — | — | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.74% | — | +2.96% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.72% | -0.35% | -22.47% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | -0.11% | +4.60% | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.65% | -0.12% | +1937.43% | |
| 37 | IYE | Ishares U.s. Energy ETF | ETF-其他 | 0.64% | — | -23.59% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.64% | +0.15% | -13.46% | |
| 39 | IRT | Independence Realty Trust In | 股票-房地產 | 0.62% | — | -9.51% | |
| 40 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.61% | — | -10.93% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | — | +71.91% | |
| 42 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.58% | — | -9.98% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.57% | — | +5.06% | |
| 44 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.57% | — | -33.51% | |
| 45 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.57% | — | -9.49% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.55% | -0.12% | +6.14% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | — | -6.14% | |
| 48 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.53% | — | +49.62% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.53% | — | -50.67% | |
| 50 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.53% | — | -45.19% |