CIK: 0001721527
申報總市值
US$7.1億
僅顯示前 200 大持股（共 389 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 | 6.32% | -0.42% | +23.42% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 4.08% | -0.21% | +14.30% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.99% | +0.24% | -0.11% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 3.52% | -0.16% | +8.90% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.94% | -1.97% | +7.65% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.63% | -0.23% | +50.82% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.41% | -0.11% | +5.68% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.41% | -0.32% | -3.82% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.19% | -0.06% | -33.11% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.78% | +0.15% | +11.50% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.69% | -0.35% | +49.61% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.68% | -0.12% | +14.90% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.44% | -0.19% | -2.87% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.42% | -0.51% | +36.55% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | -0.10% | +19.67% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.29% | -0.11% | +4.82% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.19% | -0.06% | -0.97% | |
| 18 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 1.19% | — | +13.01% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.18% | — | +1.64% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.15% | -0.12% | +30.87% | |
| 21 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 1.15% | — | +17.69% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.14% | — | +31.61% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.00% | -0.12% | +17.02% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.97% | +0.12% | +6.20% | |
| 25 | TSLA | Tesla INC | 股票-循環性消費 | 0.96% | -0.14% | +22.36% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.93% | — | -0.81% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.91% | — | +0.22% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.89% | — | +56.59% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.88% | — | +3.70% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.07% | +68.13% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | — | +5.35% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.79% | — | -0.02% | |
| 33 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.71% | — | +74.89% | |
| 34 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.70% | -0.28% | +10.20% | |
| 35 | MBB | Ishares Mbs ETF | ETF-其他 | 0.69% | — | +12.55% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.69% | — | +154.66% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.68% | +0.13% | +16.91% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.62% | — | +58.15% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.61% | — | +17.29% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.61% | — | +1.05% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.55% | -0.08% | -9.35% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.51% | — | +63.55% | |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.51% | — | +4.17% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | — | +9.02% | |
| 45 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.49% | — | +16.59% | |
| 46 | IVLU | Ishares Msci International V | ETF-其他 | 0.48% | — | -3.61% | |
| 47 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.47% | +0.44% | -21.48% | |
| 48 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.45% | — | +3.21% | |
| 49 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.42% | — | -1.32% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.41% | — | +20.03% |