CIK: 0001689144
申報總市值
US$2.6億
僅顯示前 200 大持股（共 292 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 | WTBA | West Bancorporation | 股票-其他 | 7.19% | — | -0.09% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.98% | — | +1.35% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.83% | — | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.73% | — | +4.66% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.60% | -0.44% | +1.75% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.47% | — | +1.77% | |
| 7 | TGT | Target CORP | 股票-循環性消費 | 1.43% | — | -16.60% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 1.33% | -0.39% | +0.68% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.26% | — | +9.29% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.26% | — | +4.01% | |
| 11 | NSIT | Insight Enterprises INC | 股票-科技 | 1.19% | — | +3.56% | |
| 12 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.15% | — | +1.41% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 1.13% | +0.08% | +0.41% | |
| 14 | DE | Deere & Co | 股票-工業 | 1.12% | +0.13% | +3.59% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.10% | — | +85.53% | |
| 16 | HON | Honeywell International INC | 股票-工業 | 1.10% | — | +4.26% | |
| 17 | WSM | Williams-sonoma INC | 股票-循環性消費 | 1.09% | — | -3.69% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.08% | — | +8.83% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | -0.54% | -18.07% | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 1.06% | — | +3.96% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | — | — | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.01% | — | -5.82% | |
| 23 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.01% | — | -11.07% | |
| 24 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.00% | — | +9.88% | |
| 25 | PYPL | Paypal Holdings INC | 股票-金融 | 1.00% | — | -8.35% | |
| 26 | ✓ | Innovator S&P Invt Gra | 股票-其他 | 1.00% | — | — | |
| 27 | QRVO | Qorvo INC | 股票-科技 | 1.00% | — | -2.45% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.98% | — | -0.41% | |
| 29 | CAT | Caterpillar INC | 股票-工業 | 0.97% | +0.36% | +13.00% | |
| 30 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.95% | — | +7.26% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.92% | +0.10% | +7.28% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.88% | — | +22.65% | |
| 33 | C | Citigroup INC | 股票-金融 | 0.88% | +0.55% | +184.82% | |
| 34 | RHI | Robert Half INC | 股票-工業 | 0.88% | — | — | |
| 35 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.87% | -0.21% | -12.17% | |
| 36 | DAL | Delta Air Lines INC | 股票-工業 | 0.86% | — | +7.67% | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.86% | — | +7.65% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.85% | — | -0.35% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | — | -1.60% | |
| 40 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.84% | — | +9.96% | |
| 41 | QCOM | Qualcomm INC | 股票-科技 | 0.84% | -0.20% | +5.51% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.82% | — | +3.04% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.82% | — | +584.85% | |
| 44 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 0.80% | — | — | |
| 45 | DHR | Danaher CORP | 股票-醫療保健 | 0.80% | — | +3.51% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.79% | — | +16.66% | |
| 47 | WDAY | Workday Inc-class A | 股票-科技 | 0.78% | — | -1.52% | |
| 48 | GM | General Motors Co | 股票-循環性消費 | 0.78% | — | — | |
| 49 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.77% | — | +9.95% | |
| 50 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.77% | — | +10.64% |