CIK: 0001690010
申報總市值
US$55.7億
僅顯示前 200 大持股（共 3384 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 10.69% | -3.48% | +12.84% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.33% | -0.34% | +0.38% | |
| 3 | CORT | Corcept Therapeutics INC | 股票-醫療保健 | 3.38% | +0.41% | -0.08% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.90% | — | -25.14% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.79% | -0.10% | +3.37% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.78% | — | +28.50% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.71% | -0.66% | -0.03% | |
| 8 | CVBF | Cvb Financial CORP | 股票-其他 | 1.63% | — | -22.98% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.59% | -0.27% | -1.00% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.50% | -0.10% | +11.68% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.38% | -0.16% | +0.04% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.31% | -0.21% | -0.38% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.17% | — | +0.99% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.16% | -0.15% | +1.24% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.16% | +2.08% | +17.26% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.13% | — | -0.23% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.11% | — | +16.16% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.93% | +0.10% | +16.21% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | +3.84% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.86% | +0.10% | -0.21% | |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.81% | — | -12.83% | |
| 22 | OKTA | Okta INC | 股票-科技 | 0.76% | — | +0.04% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | — | +2.79% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.11% | -0.95% | |
| 25 | IDV | Ishares International Select | ETF-其他 | 0.65% | — | -69.31% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.63% | — | +7.10% | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.62% | — | -1.07% | |
| 28 | ADBE | Adobe INC | 股票-科技 | 0.62% | -0.09% | +0.13% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.60% | +0.11% | -6.60% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.07% | +3.57% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.59% | -0.07% | +1.75% | |
| 32 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.57% | — | +4.90% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.57% | -0.07% | +1.47% | |
| 34 | ABBV | Abbvie INC | 股票-醫療保健 | 0.56% | — | +1.50% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | -0.12% | +1.67% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.52% | — | +2.46% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.09% | +1.43% | |
| 38 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.50% | -0.05% | +1.01% | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.50% | — | -2.17% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.50% | — | -1.85% | |
| 41 | CRM | Salesforce INC | 股票-科技 | 0.45% | -0.12% | +2.74% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.44% | — | -2.29% | |
| 43 | RC | Ready Capital CORP | 股票-其他 | 0.43% | — | -4.72% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.43% | — | +20.76% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.42% | — | -3.23% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.42% | — | +0.03% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.41% | -0.09% | +1.47% | |
| 48 | INTU | Intuit INC | 股票-科技 | 0.41% | -0.10% | -0.87% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.41% | — | +3.40% | |
| 50 | TSLA | Tesla INC | 股票-循環性消費 | 0.40% | -0.13% | +4.91% |