CIK: 0001721527
申報總市值
US$7.1億
僅顯示前 200 大持股（共 318 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 | AAPL | Apple INC | 股票-科技 | 4.94% | -0.42% | +1.16% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.79% | +0.24% | -21.23% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.33% | -0.06% | +5.14% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 3.84% | -0.21% | -2.86% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 3.53% | -0.16% | +4.31% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.35% | -0.32% | +46.30% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.69% | -0.11% | -24.95% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.29% | -1.97% | +19.90% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.16% | +0.15% | -5.17% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.06% | -0.23% | -4.54% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.78% | +0.44% | +1.58% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.73% | -0.12% | +26.69% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.72% | -0.19% | -2.45% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.49% | -0.08% | -8.24% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | -0.35% | +15.85% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.41% | -0.06% | -3.45% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.35% | +0.12% | -5.15% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.35% | — | +3.36% | |
| 19 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 1.21% | — | — | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.17% | — | +0.63% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.17% | -0.10% | +16.92% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.11% | — | +5.69% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.01% | -0.51% | — | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.99% | -0.12% | +7.13% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.98% | — | +8.63% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.98% | -0.11% | +18.92% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | — | +6.04% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.93% | — | +1.28% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.92% | — | +49.36% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.82% | +0.13% | +13.54% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.80% | — | -2.60% | |
| 32 | MBB | Ishares Mbs ETF | ETF-其他 | 0.76% | — | +4.51% | |
| 33 | TSLA | Tesla INC | 股票-循環性消費 | 0.72% | -0.14% | +7.57% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | -0.12% | +28.23% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | — | +6.66% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.65% | — | -3.29% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.64% | — | +23.23% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.62% | — | -2.25% | |
| 39 | IVLU | Ishares Msci International V | ETF-其他 | 0.61% | — | +5.34% | |
| 40 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.56% | — | — | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.07% | -0.39% | |
| 42 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.52% | — | +3.71% | |
| 43 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.50% | — | +5.11% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.49% | — | -8.42% | |
| 45 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.48% | -0.28% | -7.22% | |
| 46 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.47% | — | -1.63% | |
| 47 | NVBU | Allianzim US Bf15 Uncap Nov | ETF-其他 | 0.47% | — | — | |
| 48 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.47% | — | +29.72% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工業 | 0.46% | — | -0.36% | |
| 50 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.45% | — | -2.32% |