CIK: 0001690010
申報總市值
US$55.7億
僅顯示前 200 大持股（共 2359 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 | 7.70% | +2.08% | -1.71% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.87% | -0.10% | -9.15% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.63% | — | +0.86% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.77% | -0.34% | -1.17% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.55% | -3.48% | +428.64% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.44% | — | +16.17% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.34% | -0.16% | +0.68% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.28% | — | -7.29% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.64% | — | -4.15% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.63% | — | -3.36% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.62% | +0.11% | +11.67% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | -0.66% | +1.41% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.54% | — | -4.80% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | — | +0.70% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.06% | — | +3019.05% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.06% | — | -16.45% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.05% | — | +565.56% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | -0.09% | +3.79% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.94% | -0.12% | +16.67% | |
| 20 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.93% | — | +1695.27% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.88% | — | — | |
| 22 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.86% | — | +2.44% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.85% | — | +306.81% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | -0.15% | +3.36% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.75% | — | +4.09% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | — | -0.68% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.68% | — | -10.58% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | — | -11.02% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | -0.21% | +3.98% | |
| 30 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.65% | — | +3731.80% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.63% | — | -10.01% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | +0.09% | -5.26% | |
| 33 | NFLX | Netflix INC | 股票-通訊服務 | 0.62% | — | -2.65% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | — | +0.00% | |
| 35 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.54% | — | +1.87% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.11% | -1.06% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | — | +2.58% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | -0.07% | +4.23% | |
| 39 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.47% | — | -3.68% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.46% | — | +13.14% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.44% | — | -4.26% | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.43% | -0.12% | +2.33% | |
| 43 | PYPL | Paypal Holdings INC | 股票-金融 | 0.43% | — | +2.60% | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.42% | — | -4.31% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | +0.05% | -6.20% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.41% | +0.10% | +227.01% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.39% | +0.10% | +11.24% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.38% | — | -0.34% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.38% | — | +5.77% | |
| 50 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.37% | — | — |