CIK: 0001721527
申報總市值
US$7.1億
僅顯示前 200 大持股（共 346 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 | 5.68% | -0.42% | +1.24% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.62% | +0.24% | -2.27% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 4.12% | -0.21% | +8.91% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.79% | -0.06% | -10.05% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 3.73% | -0.16% | +6.09% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-其他 | 3.13% | -1.97% | +36.94% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.82% | -0.32% | -13.91% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.65% | -0.11% | -2.01% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.01% | -0.23% | +1.08% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.89% | +0.15% | -4.88% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.71% | -0.19% | -1.39% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.69% | -0.12% | -0.39% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | -0.35% | +1.15% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.39% | -0.06% | +0.71% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.34% | — | +1.10% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.29% | -0.10% | +2.58% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.23% | -0.51% | +21.09% | |
| 18 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 1.22% | — | +3.60% | |
| 19 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 1.18% | — | +95.90% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.13% | -0.11% | -8.09% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.12% | — | -0.50% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.09% | +0.12% | -12.89% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.06% | — | -1.01% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.01% | — | +9.23% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.99% | -0.12% | +9.64% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.97% | — | +2.68% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.92% | — | +0.50% | |
| 28 | TSLA | Tesla INC | 股票-循環性消費 | 0.92% | -0.14% | +0.15% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | — | +3.05% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.78% | -0.12% | -4.35% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | +0.13% | +5.73% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.73% | — | -3.16% | |
| 33 | MBB | Ishares Mbs ETF | ETF-其他 | 0.72% | — | +2.00% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.71% | +0.44% | -57.21% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.70% | -0.08% | -54.55% | |
| 36 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.67% | -0.28% | +31.50% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.66% | — | +2.65% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.62% | — | +4.00% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.60% | — | +2.58% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.58% | — | +1.30% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | -0.07% | +6.13% | |
| 42 | IVLU | Ishares Msci International V | ETF-其他 | 0.55% | — | -7.57% | |
| 43 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.53% | — | +21.01% | |
| 44 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.50% | — | +4.85% | |
| 45 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.49% | — | -1.04% | |
| 46 | NVBU | Allianzim US Bf15 Uncap Nov | ETF-其他 | 0.46% | — | — | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.45% | — | -4.33% | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.44% | — | +29.53% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.44% | — | +0.21% | |
| 50 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.43% | — | +8.14% |