CIK: 0001767715
申報總市值
US$13.3億
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 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 20.05% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.29% | — | -7.16% | |
| 3 | VHT | Vanguard Health Care ETF | ETF-其他 | 5.89% | — | -5.21% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.07% | — | -6.97% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.93% | — | -0.26% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.94% | — | -1.70% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.84% | — | -3.07% | |
| 8 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 2.55% | — | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.43% | — | -3.84% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.10% | — | -20.49% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.00% | — | +33.13% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.80% | — | -4.61% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | — | -2.07% | |
| 14 | VFQY | Vanguard U.s. Quality Factor | ETF-其他 | 1.41% | — | — | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.31% | — | +28.03% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.23% | — | -15.73% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.02% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | — | -1.23% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.82% | — | -7.18% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.75% | — | +4.69% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.63% | — | -35.60% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | — | -3.78% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | — | -1.54% | |
| 24 | DGX | Quest Diagnostics INC | 股票-醫療保健 | 0.55% | — | — | |
| 25 | HD | Home Depot INC | 股票-循環性消費 | 0.53% | — | -13.32% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | — | +6.25% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.50% | — | -0.98% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.49% | — | +237.20% | |
| 29 | ABBV | Abbvie INC | 股票-醫療保健 | 0.42% | — | -19.11% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.41% | — | -15.23% | |
| 31 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.40% | — | -8.69% | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.39% | — | -5.30% | |
| 33 | NEE | Nextera Energy INC | 股票-公用事業 | 0.38% | — | -5.88% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | — | -9.00% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.38% | — | +9.92% | |
| 36 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.36% | — | +14.69% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.35% | — | -0.53% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | — | -33.02% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | — | +4.88% | |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.32% | — | -50.10% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.32% | — | -40.20% | |
| 42 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.31% | — | -15.05% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.30% | — | -28.91% | |
| 44 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.30% | — | — | |
| 45 | UPS | United Parcel Service-cl B | 股票-工業 | 0.28% | — | +15.41% | |
| 46 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.28% | — | -3.39% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.27% | — | +2.79% | |
| 48 | MDT | Medtronic plc | 股票-醫療保健 | 0.27% | — | +200.53% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.27% | — | +1.17% | |
| 50 | DIAL | Columbia Divers Fix INC ETF | ETF-其他 | 0.27% | — | — |