CIK: 0001655006
申報總市值
US$17.4億
僅顯示前 200 大持股（共 321 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 | 3.94% | -1.53% | -1.89% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 2.84% | — | +3.54% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.81% | -0.15% | +3.10% | |
| 4 | BTZ | Blackrock Credit Allocation | 股票-其他 | 2.68% | — | +4.43% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.52% | — | -3.03% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.12% | — | +63.56% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 1.88% | — | +6.88% | |
| 8 | FLC | Flaherty & Crumrine Ttl Rtrn | 股票-其他 | 1.85% | — | -2.49% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.82% | — | -0.69% | |
| 10 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.80% | — | +6.02% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.64% | -0.14% | -1.79% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.57% | — | — | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.53% | -0.42% | +82.55% | |
| 14 | BA | Boeing Co/the | 股票-工業 | 1.52% | -0.07% | -6.71% | |
| 15 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.45% | — | -9.60% | |
| 16 | USB | US Bancorp | 股票-金融 | 1.43% | — | -36.38% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.43% | — | +55.90% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.25% | — | +3.28% | |
| 19 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.23% | — | -19.10% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.19% | -0.45% | -8.13% | |
| 21 | RITM | Rithm Capital CORP | 股票-房地產 | 1.11% | — | -14.29% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.10% | — | +3.43% | |
| 23 | ERC | Allspring Multi-sector INC | 股票-其他 | 1.08% | — | -9.31% | |
| 24 | XFFCX | Flaherty & Crumrine Pref INC | 股票-其他 | 1.02% | — | -3.08% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.00% | — | +90.81% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.00% | — | — | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.00% | -0.08% | +63.57% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.82% | — | -1.94% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.81% | — | +829.22% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.79% | — | -2.21% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.74% | — | -3.57% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | — | +9.71% | |
| 33 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.72% | — | — | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.71% | — | +122.12% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | — | +24.55% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.68% | — | +12.81% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.64% | -0.12% | +7.20% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.62% | — | +119.77% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.59% | — | +1.03% | |
| 40 | PCAR | Paccar INC | 股票-工業 | 0.58% | — | -1.56% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.56% | — | +31.14% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.55% | — | -6.16% | |
| 43 | CRHEUR | Crh Medical CORP | 股票-其他 | 0.53% | — | — | |
| 44 | HFWA | Heritage Financial CORP | 股票-其他 | 0.52% | — | — | |
| 45 | DHC | Diversified Healthcare Trust | 股票-其他 | 0.52% | — | -12.18% | |
| 46 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.52% | — | -2.99% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.29% | +3.81% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.51% | — | +3.81% | |
| 49 | PFE | Pfizer INC | 股票-醫療保健 | 0.51% | — | +2.31% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.50% | — | +2.72% |