CIK: 0001689646
申報總市值
US$17.9億
僅顯示前 200 大持股（共 610 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 | 14.86% | -0.12% | +1.23% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.22% | -0.11% | +1.48% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.07% | -0.21% | +1.09% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.96% | -0.12% | +2.41% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.68% | -0.11% | -0.07% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.66% | — | +34.87% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.47% | -0.28% | +3.73% | |
| 8 | VSLU | Applied Finance Valuat ETF | ETF-其他 | 1.32% | +0.12% | +18.79% | |
| 9 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 1.25% | +0.01% | +3.57% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.23% | +0.51% | — | |
| 11 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-其他 | 1.19% | +0.10% | +50.14% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.16% | +0.06% | +14.90% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.13% | +0.21% | +86.57% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.11% | -0.17% | -0.11% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 0.94% | -0.11% | +0.64% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.93% | +0.04% | -0.19% | |
| 17 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.92% | +0.05% | -55.88% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.89% | -0.09% | +17.08% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.88% | -0.15% | -3.12% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.09% | +1.21% | |
| 21 | DFAI | Dimensional International Co | ETF-其他 | 0.79% | +0.12% | +12.16% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.78% | -0.14% | +0.33% | |
| 23 | WMT | Walmart INC | 股票-非循環性消費 | 0.77% | +0.04% | -1.50% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.76% | -0.08% | +0.33% | |
| 25 | SPEU | State Street Spdr Portfolio | ETF-其他 | 0.75% | — | +3.47% | |
| 26 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.75% | +0.03% | +6.88% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.64% | — | +0.83% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.55% | — | +13.79% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | -0.07% | +0.25% | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.52% | -0.52% | EXIT | |
| 31 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.50% | — | -1.19% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.48% | — | -1.32% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.45% | — | -0.88% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.45% | -0.09% | -0.87% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | — | -1.55% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | +0.06% | |
| 37 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.44% | +0.05% | +0.63% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.44% | — | -2.00% | |
| 39 | PEP | Pepsico INC | 股票-非循環性消費 | 0.43% | +0.03% | -16.22% | |
| 40 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.42% | — | +1.60% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.42% | — | -2.13% | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.42% | — | -44.74% | |
| 43 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 0.41% | +0.04% | +4.16% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.41% | — | -4.52% | |
| 45 | CAT | Caterpillar INC | 股票-工業 | 0.39% | +0.07% | -2.32% | |
| 46 | PNC | Pnc Financial Services Group | 股票-金融 | 0.38% | — | +1.29% | |
| 47 | AMAT | Applied Materials INC | 股票-科技 | 0.37% | +0.07% | -1.68% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | +0.16% | +2.48% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.34% | — | -4.61% | |
| 50 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.34% | +0.05% | +11.31% |