CIK: 0001566601
申報總市值
US$3.1億
僅顯示前 200 大持股（共 667 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.70% | — | -3.79% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.21% | -1.19% | +7.46% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.98% | — | -3.54% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 1.80% | -3.97% | +1.97% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.75% | +4.76% | NEW | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.55% | -2.40% | -41.98% | |
| 7 | MBB | Ishares Mbs ETF | ETF-其他 | 1.52% | — | -8.43% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.51% | — | -3.92% | |
| 9 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.39% | — | -13.89% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.38% | +4.33% | NEW | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.33% | — | -10.92% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.31% | -3.30% | -35.49% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.27% | — | -8.50% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.26% | — | -3.78% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.97% | — | +0.77% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.96% | +0.38% | NEW | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | — | -2.86% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.93% | — | -7.41% | |
| 19 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.92% | — | -3.67% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.81% | — | +10.39% | |
| 21 | IQLT | Ishares Msci International Q | ETF-其他 | 0.79% | — | -1.17% | |
| 22 | NOW | Servicenow INC | 股票-科技 | 0.76% | — | -0.87% | |
| 23 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.74% | — | -3.05% | |
| 24 | BUFT | Ft Vest Buffered Allocation | ETF-其他 | 0.72% | — | -3.97% | |
| 25 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.72% | — | +53.86% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.72% | — | -6.32% | |
| 27 | CRM | Salesforce INC | 股票-科技 | 0.70% | — | +3.38% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.69% | — | -6.81% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.69% | +1.53% | NEW | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.68% | — | +116.81% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.68% | +0.54% | NEW | |
| 32 | ADBE | Adobe INC | 股票-科技 | 0.64% | — | -11.96% | |
| 33 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.64% | — | -8.78% | |
| 34 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.64% | — | -10.77% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.63% | +0.48% | NEW | |
| 36 | NFLX | Netflix INC | 股票-通訊服務 | 0.62% | — | -29.50% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.59% | — | -9.91% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | -3.06% | +30.54% | |
| 39 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.57% | — | -2.48% | |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | — | -22.55% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.55% | — | -14.59% | |
| 42 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.51% | — | +9.63% | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.51% | — | -20.56% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | +1.34% | NEW | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.50% | — | -7.05% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.48% | — | -22.73% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.47% | — | +17.57% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.47% | +0.33% | NEW | |
| 49 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.47% | — | -3.12% | |
| 50 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.47% | +1.83% | NEW |