CIK: 0001802451
申報總市值
US$2.5億
僅顯示前 200 大持股（共 408 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 | 36.52% | +0.22% | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 18.28% | +0.37% | — | |
| 3 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 9.51% | — | — | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 4.90% | +0.13% | — | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.91% | +0.10% | — | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.53% | — | — | |
| 7 | TNDM | Tandem Diabetes Care INC | 股票-其他 | 1.49% | -0.04% | — | |
| 8 | MMM | 3m Co | 股票-工業 | 1.19% | -0.06% | — | |
| 9 | USB | US Bancorp | 股票-金融 | 0.96% | — | — | |
| 10 | OXLC | Oxford Lane Capital Corp. | 股票-其他 | 0.89% | — | — | |
| 11 | KRMD | Koru Medical Systems INC | 股票-其他 | 0.88% | -0.08% | — | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.75% | — | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.70% | -0.07% | — | |
| 14 | XEL | Xcel Energy INC | 股票-公用事業 | 0.55% | +0.03% | — | |
| 15 | QDELUSD | Quidelortho CORP | 股票-其他 | 0.50% | — | — | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.50% | -0.05% | — | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.47% | -0.07% | — | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.46% | — | — | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.40% | -0.04% | — | |
| 20 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.39% | — | — | |
| 21 | PTLAEUR | Portola Pharmaceuticals INC | 股票-其他 | 0.38% | — | — | |
| 22 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.38% | — | — | |
| 23 | AUPH | Aurinia Pharmaceuticals INC | 股票-其他 | 0.37% | — | — | |
| 24 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.36% | — | — | |
| 25 | ECL | Ecolab INC | 股票-原物料 | 0.36% | — | — | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.31% | — | — | |
| 27 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.31% | — | — | |
| 28 | SNBRQ | Sleep Number CORP | 股票-其他 | 0.28% | — | — | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.27% | -0.10% | — | |
| 30 | RTIXEUR | Rti Surgical Hds INC | 股票-其他 | 0.27% | — | — | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.27% | — | — | |
| 32 | ✓ | Amarin Corp PLC | 股票-其他 | 0.26% | — | — | |
| 33 | DXCM | Dexcom INC | 股票-醫療保健 | 0.26% | — | — | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.24% | +0.04% | — | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.22% | +0.06% | — | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.20% | — | — | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.20% | — | — | |
| 38 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.19% | — | — | |
| 39 | BBY | Best Buy Co INC | 股票-循環性消費 | 0.19% | — | — | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.19% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.18% | — | — | |
| 42 | MDT | Medtronic plc | 股票-醫療保健 | 0.18% | — | — | |
| 43 | T | At&t INC | 股票-通訊服務 | 0.18% | — | — | |
| 44 | PEP | Pepsico INC | 股票-非循環性消費 | 0.17% | — | — | |
| 45 | HBIOUSD | Harvard Bioscience INC | 股票-其他 | 0.17% | — | — | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.14% | — | — | |
| 47 | HTGMEUR | Htg Molecular Diagnostics | 股票-其他 | 0.14% | — | — | |
| 48 | WBS | Webster Financial CORP | 股票-金融 | 0.13% | — | — | |
| 49 | XLB | Ss Materials Select Sector | ETF-其他 | 0.13% | — | — | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.13% | — | — |