CIK: 0001689646
申報總市值
US$17.9億
僅顯示前 200 大持股（共 589 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 14.48% | -0.12% | +6.06% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.52% | -0.11% | +3.90% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.06% | -0.21% | +0.25% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.98% | -0.12% | +1.05% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.90% | -0.52% | EXIT | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.69% | — | -12.03% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | -0.28% | +2.79% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.46% | -0.11% | +6.31% | |
| 9 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 1.27% | +0.01% | — | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.20% | -0.17% | -4.01% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.03% | +0.06% | +4.86% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.02% | -0.14% | -1.84% | |
| 13 | VSLU | Applied Finance Valuat ETF | ETF-其他 | 1.02% | +0.12% | +17.51% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | -0.11% | +5.32% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.91% | +0.04% | +13.37% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.09% | +2.88% | |
| 17 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-其他 | 0.85% | +0.10% | +27.06% | |
| 18 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.79% | +0.05% | -12.58% | |
| 19 | WMT | Walmart INC | 股票-非循環性消費 | 0.78% | +0.04% | -0.15% | |
| 20 | CBU | Community Financial System I | 股票-其他 | 0.78% | — | +157.02% | |
| 21 | SPEU | State Street Spdr Portfolio | ETF-其他 | 0.77% | — | — | |
| 22 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.75% | +0.03% | — | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.71% | -0.15% | +0.22% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.66% | — | -1.68% | |
| 25 | DFAI | Dimensional International Co | ETF-其他 | 0.65% | +0.12% | +37.15% | |
| 26 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.57% | — | -3.71% | |
| 27 | PEP | Pepsico INC | 股票-非循環性消費 | 0.54% | +0.03% | +6.09% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.53% | -0.09% | -1.79% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | -0.07% | +2.70% | |
| 30 | BND | Vanguard Total Bond Market | ETF-其他 | 0.51% | — | -4.12% | |
| 31 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.50% | — | +11.31% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.50% | — | -4.47% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | -0.09% | -1.70% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.49% | -0.08% | +0.64% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | — | -1.68% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.47% | — | -5.38% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.47% | — | +1.81% | |
| 38 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.43% | — | +5.39% | |
| 39 | ABBV | Abbvie INC | 股票-醫療保健 | 0.41% | — | +1.50% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.41% | +0.08% | +4.04% | |
| 41 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 0.40% | +0.04% | +17.64% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.40% | — | +2.73% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.39% | — | +0.70% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.39% | +0.12% | +4.29% | |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.39% | — | +271.26% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | — | +4.95% | |
| 47 | AFL | Aflac INC | 股票-金融 | 0.38% | — | -2.07% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | — | +2.86% | |
| 49 | PNC | Pnc Financial Services Group | 股票-金融 | 0.37% | — | +4.97% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | +0.16% | -4.06% |