CIK: 0001721527
申報總市值
US$7.1億
僅顯示前 200 大持股（共 223 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 | 8.81% | +0.24% | +1.88% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 6.32% | -0.06% | -4.93% | |
| 3 | AAPL | Apple INC | 股票-科技 | 6.30% | -0.42% | +0.61% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.39% | +0.12% | -9.41% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.34% | +0.65% | +26.14% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.13% | -0.19% | -0.63% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.01% | +0.44% | +14.59% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.98% | — | -0.68% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.91% | — | -0.39% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.90% | -0.12% | -6.98% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.76% | -0.32% | -23.30% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.76% | — | -1.08% | |
| 13 | UPS | United Parcel Service-cl B | 股票-工業 | 1.49% | — | -9.75% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.45% | — | +0.25% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.42% | — | -0.00% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.38% | — | -5.08% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.33% | — | -0.40% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.29% | +0.11% | NEW | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.19% | — | -0.66% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.17% | — | +38.52% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.93% | -0.21% | +1165.46% | |
| 22 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.90% | — | -0.85% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.87% | — | +57.85% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.85% | — | +0.80% | |
| 25 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.80% | — | -7.08% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.79% | -1.97% | -21.75% | |
| 27 | TSLA | Tesla INC | 股票-循環性消費 | 0.79% | -0.14% | +196.76% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.78% | — | +4.84% | |
| 29 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.77% | — | +0.22% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | -12.63% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.75% | — | +22.08% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.74% | — | -29.52% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.73% | +0.15% | +13.33% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.69% | -0.12% | -6.66% | |
| 35 | IVLU | Ishares Msci International V | ETF-其他 | 0.66% | — | +73.01% | |
| 36 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.66% | — | +0.43% | |
| 37 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.66% | — | +128.15% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | -0.35% | -6.17% | |
| 39 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.65% | — | -15.99% | |
| 40 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.62% | — | -20.45% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.57% | — | -37.34% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.56% | -0.06% | +57.69% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.53% | -0.08% | +0.01% | |
| 44 | UJUN | Innovator U.s. Equity Ultra | ETF-其他 | 0.53% | — | — | |
| 45 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.53% | — | -1.82% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.52% | — | -4.86% | |
| 47 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.51% | — | — | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.51% | -0.11% | +1477.59% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.51% | — | +0.88% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.13% | +8.00% |