CIK: 0001642160
申報總市值
US$7.4億
僅顯示前 200 大持股（共 1988 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 | 18.36% | -0.72% | +1.51% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 13.06% | +0.55% | +0.90% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.65% | +0.45% | +5.02% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 5.72% | -0.44% | +9.61% | |
| 5 | NVR | Nvr INC | 股票-循環性消費 | 5.17% | — | -3.59% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.50% | — | +9.50% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-其他 | 4.32% | +0.56% | +4.74% | |
| 8 | SNA | Snap-on INC | 股票-工業 | 4.16% | +0.29% | — | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.99% | +0.16% | +3.79% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.76% | — | +1.99% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.84% | -0.10% | -1.87% | |
| 12 | TSLA | Tesla INC | 股票-循環性消費 | 1.52% | — | +19.92% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | — | +7.82% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.05% | — | +12.75% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.96% | -0.37% | -6.96% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.93% | — | +1.08% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.81% | — | +50.60% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.76% | +0.04% | +0.46% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.65% | -0.06% | +15.07% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.54% | -0.09% | +4.24% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | — | +0.51% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.52% | — | +9.80% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | — | +23.91% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | — | +6.38% | |
| 25 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.36% | — | +98.70% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.35% | — | +0.07% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.34% | — | +3.61% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.34% | — | -0.01% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.32% | — | +17.28% | |
| 30 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.32% | — | -20.13% | |
| 31 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.30% | — | +0.34% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.30% | — | +41.20% | |
| 33 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.22% | — | +0.15% | |
| 34 | PEP | Pepsico INC | 股票-非循環性消費 | 0.22% | — | +13.50% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.21% | — | +9.04% | |
| 36 | PFE | Pfizer INC | 股票-醫療保健 | 0.20% | — | -2.16% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.20% | -0.05% | +1.42% | |
| 38 | MA | Mastercard INC - A | 股票-金融 | 0.19% | — | +111.72% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.18% | — | +0.44% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.18% | — | +0.55% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.17% | +0.01% | +3.18% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.17% | — | -11.35% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.16% | — | +0.70% | |
| 44 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.16% | — | +40.95% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.15% | +0.01% | — | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.15% | — | +58.03% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.15% | — | -0.70% | |
| 48 | ARKK | Ark Innovation ETF | ETF-其他 | 0.15% | -0.02% | +7.95% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.14% | -0.03% | — | |
| 50 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.13% | — | -0.13% |