CIK: 0001802451
申報總市值
US$2.5億
僅顯示前 200 大持股（共 550 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 | 33.79% | +0.22% | -8.55% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 12.17% | +0.18% | +1.17% | |
| 3 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 8.76% | — | -3.23% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.07% | +0.37% | -2.27% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 4.72% | +0.13% | -1.94% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.73% | — | +1037.84% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.27% | +0.10% | -7.03% | |
| 8 | HALO | Halozyme Therapeutics INC | 股票-醫療保健 | 1.78% | — | +1.01% | |
| 9 | WFC | Wells Fargo & Co | 股票-金融 | 1.73% | -0.39% | +0.92% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.44% | — | -23.58% | |
| 11 | SPNEUSD | Seaspine Holdings CORP | 股票-其他 | 1.41% | — | +0.66% | |
| 12 | TNDM | Tandem Diabetes Care INC | 股票-其他 | 1.11% | -0.04% | — | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.99% | — | +2.31% | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.93% | — | +6.60% | |
| 15 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.92% | — | +8.69% | |
| 16 | KRYS | Krystal Biotech INC | 股票-醫療保健 | 0.91% | — | — | |
| 17 | MODNEUR | Model N INC | 股票-其他 | 0.74% | — | — | |
| 18 | MMM | 3m Co | 股票-工業 | 0.74% | -0.06% | +0.33% | |
| 19 | USB | US Bancorp | 股票-金融 | 0.66% | — | -1.12% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.64% | +0.14% | +5162.22% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.63% | -0.07% | +5.68% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | -0.10% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.47% | -0.07% | -1.02% | |
| 24 | CDNA | Caredx INC | 股票-其他 | 0.46% | — | — | |
| 25 | XEL | Xcel Energy INC | 股票-公用事業 | 0.41% | +0.03% | -0.46% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.40% | -0.05% | — | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.39% | — | +0.50% | |
| 28 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.39% | — | +0.53% | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.37% | -0.04% | — | |
| 30 | QDEL | Quidelortho CORP | 股票-其他 | 0.34% | — | — | |
| 31 | AUPH | Aurinia Pharmaceuticals INC | 股票-其他 | 0.30% | — | — | |
| 32 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.27% | — | — | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.25% | +0.04% | +1920.83% | |
| 34 | KRMD | Koru Medical Systems INC | 股票-其他 | 0.25% | -0.08% | — | |
| 35 | ECL | Ecolab INC | 股票-原物料 | 0.25% | — | +0.25% | |
| 36 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.24% | — | — | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.23% | — | — | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | +0.06% | +0.76% | |
| 39 | PRLB | Proto Labs INC | 股票-其他 | 0.20% | — | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.18% | — | -1.46% | |
| 41 | DXCM | Dexcom INC | 股票-醫療保健 | 0.18% | — | +300.00% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.18% | — | — | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.18% | — | +0.16% | |
| 44 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.18% | — | +0.61% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.18% | — | -4.08% | |
| 46 | GSATUSD | Globalstar INC | 股票-其他 | 0.17% | — | +4.76% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.15% | — | — | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.15% | — | -6.75% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.14% | — | — | |
| 50 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.13% | — | -20.39% |