CIK: 0001721527
申報總市值
US$7.1億
僅顯示前 200 大持股（共 244 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 | 9.04% | +0.24% | +4.39% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.37% | -0.42% | -0.86% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 5.76% | -0.21% | +36.79% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.95% | -0.06% | +13.88% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.60% | -0.32% | -1.07% | |
| 6 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 2.52% | -0.06% | -7.33% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.09% | +0.44% | -21.31% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.05% | +0.15% | +53.03% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.03% | -0.19% | +0.32% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.01% | -1.97% | +131.48% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.83% | -0.12% | -1.33% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.79% | +0.12% | -31.91% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.48% | — | +0.74% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.45% | -0.08% | +41.74% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.44% | — | +4.30% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.41% | — | -2.99% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.23% | — | -5.22% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.22% | — | +0.53% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.13% | — | +2.18% | |
| 20 | MBB | Ishares Mbs ETF | ETF-其他 | 1.07% | — | -13.30% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.04% | -0.11% | +26.99% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工業 | 0.97% | — | -1.39% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.94% | — | -34.34% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | -0.35% | +1.94% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.90% | — | -0.97% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | — | +3.52% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.85% | — | -0.19% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.81% | — | +1.66% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.81% | -0.11% | +1.40% | |
| 30 | XCEM | Columbia Em Core Ex-china | ETF-新興市場 | 0.80% | — | — | |
| 31 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.76% | — | -22.53% | |
| 32 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.74% | -0.12% | -3.79% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.68% | — | -3.43% | |
| 34 | IVLU | Ishares Msci International V | ETF-其他 | 0.68% | — | -19.14% | |
| 35 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.65% | — | -2.35% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.64% | — | +4.23% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | — | -0.10% | |
| 38 | TSLA | Tesla INC | 股票-循環性消費 | 0.63% | -0.14% | -6.02% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.59% | — | -32.54% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.58% | — | -5.54% | |
| 41 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.57% | — | -3.12% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.56% | -0.12% | -0.87% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.55% | — | -24.62% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | +0.13% | -0.03% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.49% | — | +33.13% | |
| 46 | NJUL | Innovator Growth 100 Power B | ETF-其他 | 0.49% | — | — | |
| 47 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.48% | — | -0.26% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.46% | — | +190.55% | |
| 49 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.43% | — | +23.49% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | -0.07% | -1.68% |