CIK: 0001690010
申報總市值
US$55.7億
僅顯示前 200 大持股（共 2140 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 | 9.74% | +2.08% | +6.65% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 6.91% | -0.10% | -1.25% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.03% | — | +1.70% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.75% | — | +9.99% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.48% | -0.34% | -0.49% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.38% | — | -0.26% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.12% | — | +1.03% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.83% | -0.16% | +0.62% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.74% | — | -0.12% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.32% | — | +2.63% | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 1.27% | — | -5.12% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.26% | -0.12% | +13.35% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.18% | — | +8.59% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.17% | +0.09% | -4.07% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.06% | — | +101.88% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.01% | — | +1.53% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.01% | — | +19.99% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.01% | — | +5.83% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.95% | — | +35.53% | |
| 20 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.94% | — | +3.30% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.92% | — | +0.39% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | -0.09% | -0.96% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | -0.66% | +1.13% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.76% | — | +14.62% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.74% | -0.15% | +10.20% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.71% | — | -1.99% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.71% | — | +10.11% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | -0.21% | +2.82% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | +0.05% | +0.98% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.60% | — | -1.18% | |
| 31 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.59% | — | -2.01% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.59% | — | -10.46% | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.56% | — | +27.21% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.55% | — | -21.97% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.11% | -0.98% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.53% | — | -2.02% | |
| 37 | EPD | Enterprise Products Partners | 股票-能源 | 0.52% | — | -3.87% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | -0.07% | +1.52% | |
| 39 | NFLX | Netflix INC | 股票-通訊服務 | 0.51% | — | -3.96% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.50% | — | +1.00% | |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.46% | — | +6.45% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.46% | +0.11% | +10.92% | |
| 43 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.45% | — | -3.10% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.45% | — | +6.00% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | — | +0.44% | |
| 46 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.41% | — | +1.71% | |
| 47 | PYPL | Paypal Holdings INC | 股票-金融 | 0.41% | — | -3.35% | |
| 48 | HD | Home Depot INC | 股票-循環性消費 | 0.41% | — | -3.40% | |
| 49 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.39% | — | -2.10% | |
| 50 | T | At&t INC | 股票-通訊服務 | 0.39% | — | +4.22% |