CIK: 0001731927
申報總市值
US$4.0億
僅顯示前 200 大持股（共 293 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 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 7.65% | -0.66% | +18.28% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 5.10% | — | -16.90% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.51% | — | -1.22% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.82% | — | +30.11% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.19% | — | +7.38% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.06% | +0.08% | -3.61% | |
| 7 | NTLA | Intellia Therapeutics INC | 股票-其他 | 1.93% | +0.08% | -2.71% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.86% | — | -6.96% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.83% | +0.09% | -1.26% | |
| 10 | PEP | Pepsico INC | 股票-非循環性消費 | 1.71% | — | -0.17% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.70% | — | +18.23% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 1.65% | — | -2.06% | |
| 13 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 1.62% | — | +11.05% | |
| 14 | POCT | Innovator U.s. Equity Power | ETF-其他 | 1.58% | — | +24.56% | |
| 15 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.57% | +0.16% | -0.82% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.53% | — | +13.03% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.52% | — | -0.99% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.46% | — | -1.01% | |
| 19 | EPP | Ishares Msci Pacific Ex Japa | ETF-其他 | 1.44% | — | +13.84% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.44% | +0.12% | -3.46% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.41% | — | -2.97% | |
| 22 | GOOG | Alphabet A | 股票-通訊服務 | 1.39% | — | -0.34% | |
| 23 | ACWI | iShares MSCI ACWI ETF | ETF-其他 | 1.37% | — | +6.13% | |
| 24 | EDIT | Editas Medicine INC | 股票-其他 | 1.26% | — | -19.21% | |
| 25 | DHR | Danaher CORP | 股票-醫療保健 | 1.25% | — | -1.60% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | +0.04% | -1.57% | |
| 27 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 1.22% | -0.38% | -6.20% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.17% | — | -0.27% | |
| 29 | SUB | Ishares Short-term National | ETF-其他 | 1.10% | — | -7.66% | |
| 30 | CRM | Salesforce INC | 股票-科技 | 1.06% | — | -4.59% | |
| 31 | UNP | Union Pacific CORP | 股票-工業 | 1.03% | — | -2.11% | |
| 32 | MCHP | Microchip Technology INC | 股票-科技 | 1.02% | +0.10% | -2.31% | |
| 33 | UOCT | Innovator U.s. Equity Ultra | ETF-其他 | 1.02% | — | -0.56% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | — | -2.11% | |
| 35 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.98% | — | -2.69% | |
| 36 | INTU | Intuit INC | 股票-科技 | 0.96% | -0.18% | -2.35% | |
| 37 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.96% | — | +11.27% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.21% | EXIT | |
| 39 | C | Citigroup INC | 股票-金融 | 0.94% | — | -0.81% | |
| 40 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.94% | — | -2.66% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.93% | — | -0.66% | |
| 42 | PIO | Invesco Global Water ETF | ETF-其他 | 0.91% | — | +6.55% | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.91% | — | +18.44% | |
| 44 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.91% | — | -0.22% | |
| 45 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.90% | — | -0.36% | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.90% | — | -1.93% | |
| 47 | ECL | Ecolab INC | 股票-原物料 | 0.88% | — | -2.80% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.88% | — | -0.22% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.88% | — | -11.30% | |
| 50 | PYPL | Paypal Holdings INC | 股票-金融 | 0.88% | — | -1.98% |