CIK: 0001802451
申報總市值
US$2.5億
僅顯示前 200 大持股（共 567 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 | 35.49% | +0.22% | -3.43% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 9.22% | +0.18% | -5.86% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 8.05% | +0.14% | -1.23% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.61% | +0.37% | -0.94% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 4.53% | +0.13% | -2.52% | |
| 6 | DWAS | Invesco Dorsey Wright Smallc | ETF-其他 | 2.77% | +0.09% | -1.17% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.69% | +0.10% | +418.57% | |
| 8 | WFC | Wells Fargo & Co | 股票-金融 | 2.69% | -0.39% | -0.11% | |
| 9 | PFMTUSD | Performant Financial CORP | 股票-其他 | 1.32% | — | +61.57% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.07% | -0.10% | +9.58% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.94% | — | -4.94% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.05% | +0.57% | |
| 13 | USB | US Bancorp | 股票-金融 | 0.77% | — | +56.75% | |
| 14 | FNAUSD | Paragon 28 INC | 股票-其他 | 0.74% | — | +1107.64% | |
| 15 | TELA | Tela Bio INC | 股票-其他 | 0.68% | — | — | |
| 16 | MODNEUR | Model N INC | 股票-其他 | 0.64% | — | — | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.62% | — | +57.52% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.62% | — | +62.15% | |
| 19 | TNDM | Tandem Diabetes Care INC | 股票-其他 | 0.60% | -0.04% | — | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.57% | — | +4.49% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.52% | -0.07% | +2.54% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.52% | — | -1.28% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.51% | — | +59.06% | |
| 24 | CRNX | Crinetics Pharmaceuticals In | 股票-其他 | 0.50% | -0.11% | +305.06% | |
| 25 | MMM | 3m Co | 股票-工業 | 0.50% | -0.06% | -4.51% | |
| 26 | ATEC | Alphatec Holdings INC | 股票-其他 | 0.49% | -0.23% | +58.78% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.46% | — | +0.32% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.43% | — | -32.13% | |
| 29 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.42% | — | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.42% | -0.07% | -1.75% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.41% | — | -36.62% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.40% | — | -32.01% | |
| 33 | PLRX | Pliant Therapeutics INC | 股票-其他 | 0.39% | — | +80.85% | |
| 34 | XEL | Xcel Energy INC | 股票-公用事業 | 0.38% | +0.03% | +64.52% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.38% | — | +7.03% | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.36% | +0.04% | -81.90% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.35% | — | +0.49% | |
| 38 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.30% | -0.04% | — | |
| 39 | ECL | Ecolab INC | 股票-原物料 | 0.29% | — | +0.30% | |
| 40 | DXCM | Dexcom INC | 股票-醫療保健 | 0.26% | — | -1.24% | |
| 41 | PRTA | Prothena Corporation plc | 股票-其他 | 0.25% | — | +124.46% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.25% | — | -2.70% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.25% | — | — | |
| 44 | AUPH | Aurinia Pharmaceuticals INC | 股票-其他 | 0.23% | — | +3.01% | |
| 45 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.22% | — | — | |
| 46 | PRLB | Proto Labs INC | 股票-其他 | 0.22% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.22% | +0.06% | -1.18% | |
| 48 | SIBN | Si-bone INC | 股票-其他 | 0.19% | -0.46% | — | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.18% | — | +0.52% | |
| 50 | KRMD | Koru Medical Systems INC | 股票-其他 | 0.18% | -0.08% | — |