CIK: 0001697110
申報總市值
US$23.4億
僅顯示前 200 大持股（共 203 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 | 20.55% | +0.13% | +9.74% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 7.27% | — | +5.42% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.69% | — | -4.71% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.45% | -0.29% | -4.92% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 4.35% | +0.52% | +22.78% | |
| 6 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 4.06% | +0.29% | +6.94% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 3.37% | +0.14% | -2.26% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.66% | +0.11% | +24.12% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.56% | — | -4.06% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.51% | -0.11% | +0.02% | |
| 11 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 2.45% | — | -4.12% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.01% | +0.03% | +105.43% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.87% | — | -9.51% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.76% | +0.27% | +17.20% | |
| 15 | XLE | Ss Energy Select Sector | ETF-其他 | 1.58% | +0.50% | -11.04% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.48% | -0.17% | +176.92% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.41% | — | +3.81% | |
| 18 | EWC | Ishares Msci Canada ETF | ETF-其他 | 1.06% | — | -1.47% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.06% | +0.18% | +0.93% | |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.02% | — | +15.82% | |
| 21 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.92% | — | -0.54% | |
| 22 | URA | Global X Uranium ETF | ETF-其他 | 0.90% | +0.10% | +13.69% | |
| 23 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.89% | — | — | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.82% | -0.11% | +22.43% | |
| 25 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.81% | +0.22% | -0.25% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.74% | — | +0.67% | |
| 27 | PNC | Pnc Financial Services Group | 股票-金融 | 0.65% | — | -0.98% | |
| 28 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.64% | -0.19% | — | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | -1.07% | +9.38% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.61% | — | -7.19% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.60% | -0.11% | +223.10% | |
| 32 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.56% | +0.06% | +525.19% | |
| 33 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.55% | -0.05% | +0.01% | |
| 34 | MELI | Mercadolibre INC | 股票-循環性消費 | 0.53% | -0.07% | -3.85% | |
| 35 | OWL | Blue Owl Capital INC | 股票-金融 | 0.52% | -0.14% | +0.05% | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.52% | — | +45.78% | |
| 37 | WIP | State Street Spdr Ftse Inter | ETF-其他 | 0.52% | — | +3.74% | |
| 38 | EPI | Wisdomtree India Earnings | ETF-其他 | 0.51% | — | +131.30% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.48% | -0.30% | — | |
| 40 | EPD | Enterprise Products Partners | 股票-能源 | 0.47% | +0.08% | -31.11% | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.40% | +0.11% | — | |
| 42 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.37% | — | — | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.37% | — | +9.05% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.37% | — | +1262.85% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.35% | -0.15% | +51.56% | |
| 46 | KWEB | Kranesh Csi China Internet | ETF-新興市場 | 0.35% | — | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.34% | — | -5.24% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.33% | — | +51.28% | |
| 49 | TSLA | Tesla INC | 股票-循環性消費 | 0.31% | -0.05% | +30.18% | |
| 50 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.29% | — | -0.37% |