CIK: 0001767045
申報總市值
US$10.8億
僅顯示前 200 大持股（共 2920 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 11.38% | +12.35% | NEW | |
| 2 | GBDC | Golub Capital Bdc INC | 股票-金融 | 9.82% | +4.21% | NEW | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 6.21% | +7.12% | NEW | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.48% | +4.97% | NEW | |
| 5 | FSC1EUR | Oaktree Specialty Lending Co | 股票-其他 | 4.20% | — | +12.35% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.07% | +3.11% | NEW | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.60% | +4.03% | NEW | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.52% | +1.39% | NEW | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.72% | +2.17% | NEW | |
| 10 | RPAR | Rpar Risk Parity ETF | ETF-其他 | 1.61% | +2.15% | NEW | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.52% | +0.73% | NEW | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.09% | +0.82% | NEW | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.08% | +1.47% | NEW | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.06% | +0.65% | NEW | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 0.94% | +0.94% | NEW | |
| 16 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.80% | +0.83% | NEW | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.73% | +0.76% | NEW | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.65% | +0.96% | NEW | |
| 19 | CME | Cme Group INC | 股票-金融 | 0.62% | +0.53% | NEW | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.61% | +0.44% | NEW | |
| 21 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.60% | — | -0.17% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | +1.00% | NEW | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | +0.46% | NEW | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | +0.44% | NEW | |
| 25 | PFE | Pfizer INC | 股票-醫療保健 | 0.55% | — | +2.70% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.53% | +0.60% | NEW | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | +0.90% | NEW | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | +0.32% | NEW | |
| 29 | TSLA | Tesla INC | 股票-循環性消費 | 0.45% | +0.38% | NEW | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.39% | +0.38% | NEW | |
| 31 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 0.38% | — | +70.77% | |
| 32 | PEP | Pepsico INC | 股票-非循環性消費 | 0.37% | — | +10.56% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.35% | +0.38% | NEW | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.34% | +0.30% | NEW | |
| 35 | VRTVEUR | Veritiv CORP | 股票-其他 | 0.33% | — | -0.06% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.32% | +0.36% | NEW | |
| 37 | EPD | Enterprise Products Partners | 股票-能源 | 0.32% | — | +13.37% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.32% | — | -18.75% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.32% | — | +11.59% | |
| 40 | TXN | Texas Instruments INC | 股票-科技 | 0.31% | — | +4.35% | |
| 41 | MGIEUR | Moneygram International INC | 股票-其他 | 0.30% | — | -6.55% | |
| 42 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.30% | — | +18.66% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.30% | — | -21.07% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.28% | +0.50% | NEW | |
| 45 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.27% | — | +11.04% | |
| 46 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.27% | +0.58% | NEW | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.26% | — | -1.13% | |
| 48 | URI | United Rentals INC | 股票-工業 | 0.26% | — | -1.97% | |
| 49 | LNG | Cheniere Energy INC | 股票-能源 | 0.25% | — | -12.44% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.25% | — | -1.63% |