CIK: 0001655006
申報總市值
US$17.4億
僅顯示前 200 大持股（共 512 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 | 6.56% | — | -1.16% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.43% | -1.53% | -0.78% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.22% | -0.42% | +7.99% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.12% | — | +6.77% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 2.03% | -0.15% | +12.38% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.61% | — | -4.31% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.52% | -0.28% | -10.45% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.52% | — | -0.05% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.36% | — | +15.07% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.21% | -0.45% | +1688.22% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.19% | +0.22% | +18.76% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | +0.29% | +23.14% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.10% | -0.14% | -0.14% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.07% | — | -0.06% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.03% | — | -3.69% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.03% | — | -1.26% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.96% | — | +0.58% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.91% | — | +13.48% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.90% | — | -0.32% | |
| 20 | TSLA | Tesla INC | 股票-循環性消費 | 0.86% | -0.13% | +50.46% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.86% | +0.23% | +0.49% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 0.85% | — | -3.84% | |
| 23 | COMT | Ishares Gsci Commodity Dynam | ETF-避險與商品 | 0.82% | +0.11% | -12.21% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.78% | — | +7.81% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.73% | — | -3.98% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.73% | — | +0.89% | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.73% | — | -6.65% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | +0.34% | +3.09% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | — | +2.90% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.63% | — | -21.43% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | — | +2.05% | |
| 32 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.57% | — | -1.87% | |
| 33 | RTX | Rtx CORP | 股票-工業 | 0.57% | — | +115.55% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.56% | — | -5.04% | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.54% | — | -6.79% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.54% | — | +41.37% | |
| 37 | NOC | Northrop Grumman CORP | 股票-工業 | 0.54% | — | +4.99% | |
| 38 | USB | US Bancorp | 股票-金融 | 0.53% | — | +1.50% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.51% | — | +0.08% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.51% | — | +12.56% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.51% | — | -0.97% | |
| 42 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.50% | — | +1.90% | |
| 43 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.49% | — | +6.57% | |
| 44 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.49% | — | -2.60% | |
| 45 | AIG | American International Group | 股票-金融 | 0.48% | — | -10.89% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.48% | -0.08% | -1.24% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.46% | — | +193.97% | |
| 48 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.46% | — | -15.51% | |
| 49 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.45% | — | -4.49% | |
| 50 | XLE | Ss Energy Select Sector | ETF-其他 | 0.45% | — | -7.21% |