CIK: 0001706170
申報總市值
US$3.4億
僅顯示前 200 大持股（共 1700 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 | AAPL | Apple INC | 股票-科技 | 4.31% | — | -2.73% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.13% | — | +31.52% | |
| 3 | SPGI | S&p Global INC | 股票-金融 | 3.10% | — | +1.23% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.59% | — | -8.09% | |
| 5 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.58% | — | -9.63% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.54% | — | +10.66% | |
| 7 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.46% | — | -4.71% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.38% | — | +7.34% | |
| 9 | ABBV | Abbvie INC | 股票-醫療保健 | 1.21% | — | +2.76% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.16% | — | -6.93% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.16% | — | +0.01% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.15% | — | +1.00% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.06% | — | +13.79% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.06% | — | +30.11% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | — | -5.57% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.03% | — | +96.90% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.01% | — | +11.20% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.00% | — | +14.89% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.95% | — | -1.56% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.88% | — | -3.13% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.86% | — | -0.13% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 0.83% | — | -2.84% | |
| 23 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.82% | — | +30.01% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | — | -9.02% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.79% | — | -5.67% | |
| 26 | LFUS | Littelfuse INC | 股票-科技 | 0.79% | — | +0.28% | |
| 27 | ACN | Accenture plc | 股票-科技 | 0.74% | — | +9.56% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.73% | — | +10.71% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.69% | — | +7.16% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.68% | — | -3.32% | |
| 31 | QCOM | Qualcomm INC | 股票-科技 | 0.68% | — | -0.83% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.63% | — | -1.75% | |
| 33 | ZTS | Zoetis INC | 股票-醫療保健 | 0.61% | — | -4.17% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.60% | — | +151.47% | |
| 35 | TSLA | Tesla INC | 股票-循環性消費 | 0.60% | — | +19.57% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.59% | — | +20.99% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.59% | — | +0.79% | |
| 38 | EPD | Enterprise Products Partners | 股票-能源 | 0.57% | — | — | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.56% | — | -1.73% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | — | -2.79% | |
| 41 | HON | Honeywell International INC | 股票-工業 | 0.55% | — | -1.21% | |
| 42 | PEP | Pepsico INC | 股票-非循環性消費 | 0.53% | — | -3.17% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.53% | — | +0.11% | |
| 44 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.53% | — | -0.06% | |
| 45 | XLF | Ss Financial Select Sector | ETF-其他 | 0.52% | — | -0.63% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.52% | — | +0.00% | |
| 47 | GBDC | Golub Capital Bdc INC | 股票-金融 | 0.52% | — | +7.18% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | — | -1.04% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.51% | — | -5.23% | |
| 50 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.47% | — | -1.75% |