CIK: 0001729094
申報總市值
US$9.8億
僅顯示前 200 大持股（共 248 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 25.43% | -2.14% | +0.39% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.39% | — | -3.44% | |
| 3 | DY | Dycom Industries INC | 股票-工業 | 4.19% | +0.07% | -0.06% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.06% | -0.48% | -19.13% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.96% | +1.83% | -46.64% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.63% | -0.52% | -6.34% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.27% | -0.27% | -1.66% | |
| 8 | SHOP | Shopify INC - Class A | 股票-科技 | 2.21% | -0.68% | -0.28% | |
| 9 | ABBV | Abbvie INC | 股票-醫療保健 | 2.19% | -0.15% | +1.06% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.09% | — | +9.44% | |
| 11 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.85% | -0.33% | +0.60% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.79% | -0.11% | -0.36% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.69% | -0.14% | -2.34% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.68% | +0.10% | -18.29% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.63% | -0.12% | -4.05% | |
| 16 | WBD | Warner Bros Discovery INC | 股票-通訊服務 | 1.62% | -0.28% | -3.29% | |
| 17 | TRGP | Targa Resources CORP | 股票-能源 | 1.62% | +0.38% | +0.01% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.08% | — | -6.06% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | — | -3.15% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.96% | — | +0.26% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 0.76% | — | +1.78% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 0.69% | — | +0.52% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.64% | — | +4.37% | |
| 24 | WMT | Walmart INC | 股票-非循環性消費 | 0.64% | +0.10% | +11.14% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.53% | — | +12.62% | |
| 26 | TSLA | Tesla INC | 股票-循環性消費 | 0.53% | — | -1.09% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.52% | — | -4.58% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | -18.03% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.46% | — | +0.68% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.46% | — | -0.97% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.43% | — | -24.07% | |
| 32 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.43% | -0.24% | -0.96% | |
| 33 | FMAO | Farmers & Merchants Banco/oh | 股票-其他 | 0.42% | — | -0.10% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.42% | — | -12.15% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.42% | — | +1.81% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.41% | +0.08% | -9.05% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.41% | — | -10.46% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | +0.16% | -2.77% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.38% | — | +0.06% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.37% | — | -16.29% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.36% | — | +2.05% | |
| 42 | RIVN | Rivian Automotive Inc-a | 股票-循環性消費 | 0.36% | — | +95.44% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.36% | — | +10.81% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | +0.11% | +13.99% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.35% | — | +816.02% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.33% | — | +23.22% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.33% | — | +5.18% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.32% | — | -0.59% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.32% | — | +56.86% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.30% | +0.10% | -0.31% |