CIK: 0001664772
申報總市值
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| # | 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 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 10.83% | — | +2.95% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 10.61% | — | -7.87% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.85% | — | +1.78% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 6.62% | — | +0.95% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 6.42% | — | +3.47% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.78% | — | -0.29% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.44% | — | -0.34% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 4.03% | — | — | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 3.91% | — | +5.16% | |
| 10 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 3.82% | — | +8.76% | |
| 11 | JPHFUSD | JPM Diversified Alternatives | ETF-其他 | 3.30% | — | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.92% | — | -0.45% | |
| 13 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 2.06% | — | +1.19% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.02% | — | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.99% | — | +6.38% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.73% | — | -0.89% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.73% | — | +2.18% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.49% | — | — | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.06% | — | -8.27% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.05% | — | -11.67% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.96% | — | +0.50% | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.95% | — | -4.32% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.91% | — | -0.77% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.87% | — | -3.02% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.75% | — | -3.56% | |
| 26 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.51% | — | +3.54% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.48% | — | -43.40% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | — | +0.87% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.37% | — | +0.70% | |
| 30 | SMOG | Vaneck Low Carbon Energy ETF | ETF-其他 | 0.34% | — | -23.49% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | — | -0.72% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.31% | — | +3.15% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | — | +1.96% | |
| 34 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.27% | — | +0.31% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.25% | — | +0.50% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.24% | — | +2.80% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.24% | — | — | |
| 38 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.23% | — | +0.25% | |
| 39 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.22% | — | +23.39% | |
| 40 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 0.22% | — | -93.73% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.22% | — | +0.29% | |
| 42 | SUB | Ishares Short-term National | ETF-其他 | 0.20% | — | — | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.20% | — | +0.54% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.20% | — | — | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.20% | — | -2.46% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.20% | — | -1.81% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.19% | — | +1.62% | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.19% | — | +1.41% | |
| 49 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.19% | — | -4.57% | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.19% | — | +1.05% |