CIK: 0001721527
申報總市值
US$7.1億
僅顯示前 200 大持股（共 259 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 | 7.68% | +0.24% | -3.40% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.22% | -0.42% | +0.55% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 4.52% | -0.21% | -10.15% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.98% | -0.06% | +4.54% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.57% | -0.11% | +73.55% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 3.19% | -0.16% | +13.04% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.87% | +0.44% | +43.23% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.34% | +0.15% | +13.18% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.12% | -0.19% | -2.17% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.88% | +0.12% | -8.09% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.81% | -0.08% | +3.00% | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.74% | -0.06% | -5.61% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.61% | -0.23% | +10.48% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.47% | — | +1.03% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.42% | -0.32% | -25.08% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.37% | -0.12% | -14.90% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.34% | — | -1.91% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.25% | -1.97% | -1.58% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.23% | — | -3.01% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | -0.35% | +4.49% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.09% | — | -0.80% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.08% | — | -1.04% | |
| 23 | XCEM | Columbia Em Core Ex-china | ETF-新興市場 | 1.06% | — | +43.05% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.00% | — | -2.40% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | -0.11% | +3.25% | |
| 26 | MBB | Ishares Mbs ETF | ETF-其他 | 0.95% | — | -2.06% | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.91% | -0.12% | +6.72% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | — | +1.51% | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.77% | — | -2.01% | |
| 30 | UPS | United Parcel Service-cl B | 股票-工業 | 0.74% | — | -0.46% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.74% | — | +0.03% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.72% | -0.10% | +993.17% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.69% | +0.13% | +4.69% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.67% | -0.12% | -0.62% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.62% | — | +1.00% | |
| 36 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.59% | — | -1.15% | |
| 37 | IVLU | Ishares Msci International V | ETF-其他 | 0.59% | — | -5.63% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.58% | — | -4.89% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.57% | — | -8.18% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.57% | — | +7.97% | |
| 41 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.54% | — | +0.73% | |
| 42 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.54% | — | -9.51% | |
| 43 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.53% | — | -20.00% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.53% | — | +85.05% | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.51% | — | -0.57% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.51% | — | +0.23% | |
| 47 | NJUL | Innovator Growth 100 Power B | ETF-其他 | 0.48% | — | — | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.46% | — | -0.17% | |
| 49 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.46% | — | +0.26% | |
| 50 | TSLA | Tesla INC | 股票-循環性消費 | 0.46% | -0.14% | +0.95% |