CIK: 0001655006
申報總市值
US$17.4億
僅顯示前 200 大持股（共 552 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 | 7.69% | -1.53% | +28.88% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.96% | — | -3.33% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.99% | -0.42% | -25.22% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.47% | -0.15% | +23.10% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.22% | -0.28% | +1.49% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 2.19% | — | +222.08% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.68% | — | -4.66% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.56% | -0.45% | +8.97% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.56% | -0.14% | +106.65% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.22% | — | +499.57% | |
| 11 | TSLA | Tesla INC | 股票-循環性消費 | 1.19% | -0.13% | +1.05% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.18% | +0.22% | +7.43% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.11% | — | -0.85% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.07% | +0.29% | -2.50% | |
| 15 | BND | Vanguard Total Bond Market | ETF-其他 | 1.05% | — | +88.56% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | — | +9.58% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.87% | — | +3126.28% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.86% | — | +3.36% | |
| 19 | BA | Boeing Co/the | 股票-工業 | 0.85% | -0.07% | +57.93% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.83% | +0.23% | -4.35% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.82% | — | +145.56% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.81% | — | +14.29% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.76% | — | +505.48% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.76% | +0.20% | +2.11% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.69% | — | -3.75% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.68% | — | +246.78% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.67% | — | +2.52% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.62% | — | +1515.54% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.62% | -0.10% | +13.49% | |
| 30 | AVXL | Anavex Life Sciences CORP | 股票-其他 | 0.60% | -0.24% | EXIT | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.59% | — | +411.56% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.59% | -0.08% | +125.22% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.58% | — | +5.07% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | — | +16.61% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.55% | — | +3.61% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.54% | — | +815.75% | |
| 37 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.54% | — | +16.30% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.54% | — | -4.67% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.53% | — | -1.91% | |
| 40 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.52% | — | +59.00% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | +32.39% | |
| 42 | OIH | Vaneck Oil Services ETF | ETF-其他 | 0.50% | — | -11.66% | |
| 43 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.50% | — | +1.98% | |
| 44 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.49% | — | +12.94% | |
| 45 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.47% | — | +4.74% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.46% | — | -7.03% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | — | +486.08% | |
| 48 | FCX | Freeport-mcmoran INC | 股票-原物料 | 0.45% | — | -1.84% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.45% | — | +727.29% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.45% | — | -40.84% |