CIK: 0001723223
申報總市值
US$5.7億
僅顯示前 200 大持股（共 735 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 | MSFT | Microsoft CORP | 股票-科技 | 7.85% | -4.47% | +2.74% | |
| 2 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 7.70% | -0.82% | +1.41% | |
| 3 | AAPL | Apple INC | 股票-科技 | 6.45% | -2.03% | +0.99% | |
| 4 | SBUX | Starbucks CORP | 股票-循環性消費 | 4.30% | — | +1.88% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.70% | -1.05% | +4.25% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.47% | -1.21% | +4.67% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.06% | -0.37% | +0.73% | |
| 8 | HFWA | Heritage Financial CORP | 股票-其他 | 2.94% | — | -1.68% | |
| 9 | BA | Boeing Co/the | 股票-工業 | 2.22% | — | +3.19% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.13% | -1.18% | +7.58% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.80% | — | +15.45% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.71% | — | -9.50% | |
| 13 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 1.37% | — | +1.34% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.37% | +0.33% | NEW | |
| 15 | INTC | Intel CORP | 股票-科技 | 1.21% | — | +4.13% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.08% | — | -0.43% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.03% | +0.55% | NEW | |
| 18 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.02% | — | +4.41% | |
| 19 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.02% | — | — | |
| 20 | T | At&t INC | 股票-通訊服務 | 1.01% | — | +17.70% | |
| 21 | CAT | Caterpillar INC | 股票-工業 | 0.89% | — | -2.30% | |
| 22 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.85% | — | +15.02% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.84% | — | +0.12% | |
| 24 | PCAR | Paccar INC | 股票-工業 | 0.83% | — | +22.30% | |
| 25 | MMM | 3m Co | 股票-工業 | 0.78% | — | +16.13% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | — | +3.76% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.76% | — | +3.41% | |
| 28 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.72% | — | +17.02% | |
| 29 | NFLX | Netflix INC | 股票-通訊服務 | 0.71% | — | +6.02% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.68% | — | +2.92% | |
| 31 | DHR | Danaher CORP | 股票-醫療保健 | 0.67% | +0.20% | NEW | |
| 32 | XLE | Ss Energy Select Sector | ETF-其他 | 0.67% | — | -0.15% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.66% | +0.49% | NEW | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.65% | — | +5.11% | |
| 35 | COLB | Columbia Banking System INC | 股票-金融 | 0.65% | — | +1.42% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.65% | — | +10.92% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.59% | -1.47% | +13.13% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.57% | — | +0.02% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | — | +0.01% | |
| 40 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.54% | — | +0.01% | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.54% | — | +5.96% | |
| 42 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.54% | — | +10.37% | |
| 43 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.48% | — | +0.01% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.47% | — | -3.21% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | — | +1.69% | |
| 46 | ALK | Alaska Air Group INC | 股票-工業 | 0.44% | — | — | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.44% | — | +6.10% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.44% | — | -1.20% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | — | +44.79% | |
| 50 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 0.42% | — | — |