CIK: 0001660177
申報總市值
US$19.1億
僅顯示前 200 大持股（共 603 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 | AGNT | Agnt INC | 股票-其他 | 5.24% | — | +0.01% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.52% | -0.44% | +30.31% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.62% | — | +14.45% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.09% | -0.18% | +11.46% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.70% | — | +17.31% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | -0.45% | +3.92% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.53% | -0.04% | +15.77% | |
| 8 | AVO | Mission Produce INC | 股票-其他 | 1.49% | — | — | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.45% | -0.26% | +7.90% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.45% | -0.09% | +11.58% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.38% | -0.52% | -7.44% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.26% | — | +12.99% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.22% | -0.29% | +39.45% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.14% | -0.19% | +19.46% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.11% | -0.17% | -39.05% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.11% | -0.35% | +10.56% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | — | +7.26% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.90% | -0.41% | +764.95% | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 0.89% | — | +136.77% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.87% | -0.33% | +250.17% | |
| 21 | SUB | Ishares Short-term National | ETF-其他 | 0.86% | — | +23.59% | |
| 22 | MBB | Ishares Mbs ETF | ETF-其他 | 0.86% | — | +0.11% | |
| 23 | CAT | Caterpillar INC | 股票-工業 | 0.81% | +0.43% | +6.26% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.81% | — | +4.02% | |
| 25 | HD | Home Depot INC | 股票-循環性消費 | 0.75% | — | +11.50% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.71% | -0.29% | +20.36% | |
| 27 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.70% | -0.61% | -2.85% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.68% | — | +27.30% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.66% | — | -14.05% | |
| 30 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.64% | — | +5.57% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.63% | — | +6.95% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | -0.24% | +4.28% | |
| 33 | TSLA | Tesla INC | 股票-循環性消費 | 0.63% | -0.17% | +10.74% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.62% | — | +35.20% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | — | +2.90% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.57% | — | +1.42% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.56% | — | +76.98% | |
| 38 | URI | United Rentals INC | 股票-工業 | 0.55% | — | +5.76% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | — | +11.81% | |
| 40 | ABBV | Abbvie INC | 股票-醫療保健 | 0.53% | — | +5.45% | |
| 41 | AMT | American Tower CORP | 股票-房地產 | 0.52% | — | +70.11% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.47% | — | +19.82% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.46% | — | +0.21% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.46% | — | +47.80% | |
| 45 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.45% | — | +16.02% | |
| 46 | ✓ | Romeo Power INC | 股票-其他 | 0.43% | — | +0.12% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.41% | — | -5.94% | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.40% | — | -55.86% | |
| 49 | PANW | Palo Alto Networks INC | 股票-科技 | 0.40% | — | +4.75% | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.39% | — | +10.89% |