CIK: 0001721527
申報總市值
US$7.1億
僅顯示前 200 大持股（共 280 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 | 7.09% | +0.24% | -1.01% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.74% | -0.42% | +0.35% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 4.18% | -0.21% | -1.96% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.84% | -0.06% | +3.09% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.51% | -0.11% | +0.42% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 3.29% | -0.16% | +3.85% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.64% | +0.44% | +11.79% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.48% | +0.15% | +109.17% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.28% | -0.32% | +23.14% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.90% | -0.19% | -4.26% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.68% | +0.12% | -11.63% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.67% | -0.08% | -1.75% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.64% | -0.06% | -2.27% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.62% | -0.23% | +5.06% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.45% | -0.12% | +8.66% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.39% | — | +3.50% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.25% | -1.97% | -1.42% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.25% | — | -3.24% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | -0.35% | +16.43% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.13% | — | -2.47% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.05% | — | -1.43% | |
| 22 | XCEM | Columbia Em Core Ex-china | ETF-新興市場 | 1.03% | — | +12.68% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.01% | -0.12% | +4.28% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | -0.11% | +6.44% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.95% | — | -1.06% | |
| 26 | MBB | Ishares Mbs ETF | ETF-其他 | 0.94% | — | +9.69% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | — | +2.91% | |
| 28 | TSLA | Tesla INC | 股票-循環性消費 | 0.92% | -0.14% | +3.93% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | -0.10% | +11.99% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.86% | — | -0.24% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.73% | — | +2.28% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.72% | +0.13% | +1.91% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.69% | — | -2.14% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.63% | — | +215.32% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.63% | -0.12% | -0.73% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工業 | 0.62% | — | -3.49% | |
| 37 | IVLU | Ishares Msci International V | ETF-其他 | 0.61% | — | +23.13% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.61% | — | +9.38% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.59% | — | +7.17% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | — | +1.34% | |
| 41 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.55% | — | +14.20% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.54% | — | +7.15% | |
| 43 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.54% | — | -1.59% | |
| 44 | NVBU | Allianzim US Bf15 Uncap Nov | ETF-其他 | 0.51% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | -0.07% | +5.45% | |
| 46 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.51% | — | +2.70% | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.49% | — | -3.29% | |
| 48 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.46% | — | -0.48% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.45% | — | -6.17% | |
| 50 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.45% | — | +1.33% |