CIK: 0001690010
申報總市值
US$55.7億
僅顯示前 200 大持股（共 2045 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.02% | +2.08% | -1.19% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 6.63% | -0.10% | +11.42% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.95% | — | +17.85% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.71% | -0.34% | -1.41% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.40% | — | +9.67% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.15% | — | +3.63% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.10% | — | +11.84% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.95% | — | -14.84% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.68% | -0.16% | +15.68% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.54% | +0.09% | -7.36% | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 1.34% | — | +73.62% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.13% | -0.12% | +9.07% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | — | +49.40% | |
| 14 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.01% | — | +2.26% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.99% | — | +13.66% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.92% | — | -12.11% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | -0.09% | +14.88% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.83% | — | +1.49% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.82% | — | +33.36% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.82% | — | +13.09% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.81% | — | -30.14% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | -0.66% | +26.11% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | +0.05% | +16.40% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.65% | — | -0.31% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.64% | — | -7.08% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.64% | -0.15% | +12.63% | |
| 27 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 0.64% | — | -0.28% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.60% | — | +7.47% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | — | +440.26% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.57% | — | +7.33% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | -0.21% | +17.25% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.56% | — | +18.37% | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.54% | — | -31.74% | |
| 34 | BND | Vanguard Total Bond Market | ETF-其他 | 0.54% | — | +24.75% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.53% | +0.11% | +25.93% | |
| 36 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.53% | — | +25.63% | |
| 37 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.53% | — | -16.21% | |
| 38 | EPD | Enterprise Products Partners | 股票-能源 | 0.52% | — | +14.02% | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.52% | — | -24.19% | |
| 40 | T | At&t INC | 股票-通訊服務 | 0.51% | — | +15.13% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.49% | — | +4.28% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | -0.07% | +21.79% | |
| 43 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.47% | — | +5.60% | |
| 44 | NFLX | Netflix INC | 股票-通訊服務 | 0.47% | — | +1.29% | |
| 45 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.45% | — | +9.50% | |
| 46 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.45% | — | +32.37% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | +0.10% | +24.07% | |
| 48 | ✓ | Powershs Db US Dollar Index | 股票-其他 | 0.44% | — | +10.87% | |
| 49 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.44% | — | — | |
| 50 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.43% | — | +23.12% |