CIK: 0001731927
申報總市值
US$4.0億
僅顯示前 200 大持股（共 294 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 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 6.95% | — | +1.92% | |
| 2 | EDIT | Editas Medicine INC | 股票-其他 | 3.36% | — | -11.71% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.77% | — | +0.49% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.67% | +0.08% | -1.45% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.56% | — | -1.16% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.53% | — | -9.02% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.51% | +0.12% | -0.96% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.51% | — | -0.35% | |
| 9 | SHOP | Shopify INC - Class A | 股票-科技 | 1.99% | — | +200.00% | |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.89% | — | +10.67% | |
| 11 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.82% | +0.16% | -3.43% | |
| 12 | ACWI | iShares MSCI ACWI ETF | ETF-其他 | 1.80% | — | +0.01% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.78% | +0.09% | -0.86% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.73% | — | +82.26% | |
| 15 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.63% | — | +4.93% | |
| 16 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 1.56% | — | +21.92% | |
| 17 | SUB | Ishares Short-term National | ETF-其他 | 1.51% | — | +6.74% | |
| 18 | GOOG | Alphabet A | 股票-通訊服務 | 1.51% | — | -5.15% | |
| 19 | NTLA | Intellia Therapeutics INC | 股票-其他 | 1.50% | +0.08% | +22.80% | |
| 20 | PEP | Pepsico INC | 股票-非循環性消費 | 1.47% | — | +2.59% | |
| 21 | ICLN | Ishares Global Clean Energy | ETF-其他 | 1.44% | — | +100.73% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 1.38% | — | -0.77% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.31% | — | -2.77% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.30% | — | -4.87% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.26% | — | — | |
| 26 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 1.24% | -0.38% | +11.39% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | +0.04% | +0.21% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 1.22% | -0.21% | EXIT | |
| 29 | CRM | Salesforce INC | 股票-科技 | 1.20% | — | -4.20% | |
| 30 | MCHP | Microchip Technology INC | 股票-科技 | 1.16% | +0.10% | -3.10% | |
| 31 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.15% | — | -0.97% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.13% | — | -3.23% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 1.11% | — | -4.26% | |
| 34 | C | Citigroup INC | 股票-金融 | 1.04% | — | +1.94% | |
| 35 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.02% | — | -4.61% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | — | -3.47% | |
| 37 | DHR | Danaher CORP | 股票-醫療保健 | 0.98% | — | -0.24% | |
| 38 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.94% | — | -4.66% | |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.90% | — | -0.88% | |
| 40 | IGHG | Proshares Ig Hedged | ETF-其他 | 0.89% | — | +1228.00% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.88% | — | -31.67% | |
| 42 | INTU | Intuit INC | 股票-科技 | 0.88% | -0.18% | -4.06% | |
| 43 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.84% | — | +94.00% | |
| 44 | UTXZ | United Tech CORP | 股票-其他 | 0.84% | — | -4.23% | |
| 45 | ALGN | Align Technology INC | 股票-醫療保健 | 0.81% | — | — | |
| 46 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.80% | — | +4.16% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.77% | — | -5.55% | |
| 48 | PIO | Invesco Global Water ETF | ETF-其他 | 0.76% | — | — | |
| 49 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.74% | — | -2.44% | |
| 50 | ECL | Ecolab INC | 股票-原物料 | 0.70% | — | -0.99% |