CIK: 0001731927
申報總市值
US$4.0億
僅顯示前 200 大持股（共 290 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 | 6.50% | — | +2.40% | |
| 2 | SHOP | Shopify INC - Class A | 股票-科技 | 3.41% | — | +66.67% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.82% | +0.12% | +1.17% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.67% | — | +5.38% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.65% | +0.08% | +1.57% | |
| 6 | EDIT | Editas Medicine INC | 股票-其他 | 2.48% | — | -8.84% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.45% | — | +2.32% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.41% | — | -3.08% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.33% | — | -0.53% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.87% | +0.09% | -2.60% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.86% | — | +17.42% | |
| 12 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.78% | +0.16% | -1.03% | |
| 13 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.78% | — | +2.88% | |
| 14 | ACWI | iShares MSCI ACWI ETF | ETF-其他 | 1.72% | — | +0.48% | |
| 15 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 1.56% | — | +9.55% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.55% | — | +5.82% | |
| 17 | NTLA | Intellia Therapeutics INC | 股票-其他 | 1.55% | +0.08% | +8.26% | |
| 18 | GOOG | Alphabet A | 股票-通訊服務 | 1.50% | — | +1.70% | |
| 19 | MA | Mastercard INC - A | 股票-金融 | 1.42% | — | -0.56% | |
| 20 | PEP | Pepsico INC | 股票-非循環性消費 | 1.39% | — | +0.91% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.37% | — | +2.44% | |
| 22 | SUB | Ishares Short-term National | ETF-其他 | 1.35% | — | -1.64% | |
| 23 | CRM | Salesforce INC | 股票-科技 | 1.26% | — | -1.25% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.25% | — | +0.38% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | +0.04% | -1.14% | |
| 26 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 1.20% | -0.38% | +5.84% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 1.15% | — | -1.35% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.15% | — | -0.52% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.14% | — | -6.01% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 1.08% | -0.21% | EXIT | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | — | +0.86% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.04% | — | — | |
| 33 | C | Citigroup INC | 股票-金融 | 1.04% | — | +1.94% | |
| 34 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.01% | — | +0.05% | |
| 35 | DHR | Danaher CORP | 股票-醫療保健 | 0.99% | — | +0.70% | |
| 36 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.96% | — | -3.01% | |
| 37 | MCHP | Microchip Technology INC | 股票-科技 | 0.95% | +0.10% | +2.97% | |
| 38 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.95% | — | -7.70% | |
| 39 | UTXZ | United Tech CORP | 股票-其他 | 0.90% | — | +5.43% | |
| 40 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.90% | — | +2.47% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | — | -1.89% | |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.88% | — | -4.64% | |
| 43 | IGHG | Proshares Ig Hedged | ETF-其他 | 0.88% | — | +5.27% | |
| 44 | INTU | Intuit INC | 股票-科技 | 0.87% | -0.18% | -2.50% | |
| 45 | ALGN | Align Technology INC | 股票-醫療保健 | 0.84% | — | — | |
| 46 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.83% | — | +12000.00% | |
| 47 | EPP | Ishares Msci Pacific Ex Japa | ETF-其他 | 0.80% | — | — | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.77% | — | -2.07% | |
| 49 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.76% | — | +6.29% | |
| 50 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.74% | — | +4.07% |