CIK: 0001769302
申報總市值
US$8.0億
僅顯示前 200 大持股（共 889 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 | AAPL | Apple INC | 股票-科技 | 12.92% | -0.56% | +348.68% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.12% | +0.04% | +13.11% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 5.17% | — | +18.08% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.75% | +0.21% | +18.52% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 3.74% | — | +18.50% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.56% | +0.46% | +20.98% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.44% | -0.13% | +6.70% | |
| 8 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 2.36% | — | +16.57% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.07% | — | -1.03% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.98% | — | +8.67% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.96% | — | +23.68% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.96% | -0.31% | -2.43% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.75% | — | +22.02% | |
| 14 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.75% | — | +25.45% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.71% | — | +21.80% | |
| 16 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.52% | — | +11.91% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.37% | +0.13% | -3.37% | |
| 18 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.29% | — | +19.98% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.29% | — | +23.25% | |
| 20 | TSLA | Tesla INC | 股票-循環性消費 | 1.07% | -0.21% | +402.01% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.03% | — | +22.03% | |
| 22 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 0.91% | — | +29.56% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.90% | — | +10.42% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.87% | — | +0.89% | |
| 25 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.70% | — | +15.65% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.68% | — | +10.98% | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.67% | -0.12% | -2.42% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | +3.01% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.56% | — | +0.05% | |
| 30 | CLX | Clorox Company | 股票-非循環性消費 | 0.52% | — | +0.21% | |
| 31 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.49% | — | +3.03% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.48% | — | +3.98% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.48% | — | +24.85% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.47% | — | -1.58% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | — | +7.27% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.42% | -0.11% | -5.84% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.40% | — | +5.47% | |
| 38 | MSCI | Msci INC | 股票-金融 | 0.40% | — | +0.21% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.39% | — | +2.55% | |
| 40 | T | At&t INC | 股票-通訊服務 | 0.38% | — | -12.09% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.37% | — | +6.60% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.37% | — | +2.99% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | — | +125.59% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.36% | -0.17% | +1.11% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.35% | — | +0.29% | |
| 46 | VFH | Vanguard Financials ETF | ETF-其他 | 0.35% | — | +4.66% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工業 | 0.32% | +0.24% | +26.85% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.31% | — | -5.15% | |
| 49 | PHM | Pultegroup INC | 股票-循環性消費 | 0.31% | — | +0.35% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.30% | — | +15.28% |