CIK: 0001566601
申報總市值
US$3.1億
僅顯示前 200 大持股（共 350 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 | BND | Vanguard Total Bond Market | ETF-其他 | 3.37% | -3.97% | -3.37% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.13% | — | -31.95% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.87% | +4.76% | NEW | |
| 4 | MBB | Ishares Mbs ETF | ETF-其他 | 2.82% | — | -3.54% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.76% | -1.19% | -43.13% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.51% | — | -7.30% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.47% | -3.30% | -13.73% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.18% | +4.33% | NEW | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.75% | — | -4.38% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.67% | — | -10.75% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.44% | -2.40% | -57.11% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.26% | +0.38% | NEW | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.17% | +0.48% | NEW | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.13% | — | -43.27% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.13% | +1.53% | NEW | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.08% | — | -13.68% | |
| 17 | NFLX | Netflix INC | 股票-通訊服務 | 1.08% | — | -28.62% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 1.07% | — | -12.09% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.07% | — | -89.45% | |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.05% | +1.83% | NEW | |
| 21 | CRM | Salesforce INC | 股票-科技 | 0.99% | — | -36.82% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.91% | — | -37.01% | |
| 23 | NOW | Servicenow INC | 股票-科技 | 0.91% | — | -43.25% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.87% | — | -2.73% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.86% | — | -6.20% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 0.81% | — | -37.41% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.81% | +1.34% | NEW | |
| 28 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.79% | — | -20.33% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.77% | — | -33.15% | |
| 30 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.77% | — | -36.07% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.76% | — | -23.71% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.76% | — | -21.00% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.76% | — | -12.86% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.75% | — | -6.09% | |
| 35 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.74% | +1.24% | NEW | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.73% | — | -26.83% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.73% | -2.41% | -6.11% | |
| 38 | CMDY | Ishares Bloomberg Roll Selec | ETF-其他 | 0.71% | +1.40% | NEW | |
| 39 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.71% | — | +4.60% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.69% | +0.54% | NEW | |
| 41 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.68% | — | -15.00% | |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.67% | — | +38.79% | |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.63% | — | -5.72% | |
| 44 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.62% | +1.00% | NEW | |
| 45 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.62% | — | -47.32% | |
| 46 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.61% | — | -2.80% | |
| 47 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.60% | — | -1.93% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.59% | +1.14% | NEW | |
| 49 | ADBE | Adobe INC | 股票-科技 | 0.59% | — | -45.13% | |
| 50 | DSTL | Distillate US Fundamental St | ETF-其他 | 0.59% | — | +53.17% |