CIK: 0001631864
申報總市值
US$14.6億
僅顯示前 200 大持股（共 337 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 | AAPL | Apple INC | 股票-科技 | 5.78% | -0.52% | -0.78% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.83% | -0.14% | +7.38% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.80% | -0.78% | +1.65% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.48% | +0.10% | -0.11% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.87% | +0.14% | +3.52% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.78% | -0.20% | +3.31% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.74% | +0.12% | +3.71% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.33% | -0.16% | +9.86% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.31% | — | +4.53% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.18% | +0.19% | +10.57% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.05% | +0.10% | +12.29% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.01% | -0.19% | -1.14% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.00% | -0.15% | +5.19% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.98% | — | +8.05% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.88% | +0.12% | +1.03% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.86% | — | +10.56% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.77% | -0.14% | -0.57% | |
| 18 | DFAI | Dimensional International Co | ETF-其他 | 1.39% | — | -0.66% | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.23% | — | +12.92% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.11% | -0.14% | +2.11% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.08% | — | +5.88% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.07% | -0.16% | +4.83% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.04% | — | -22.25% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.03% | — | +0.46% | |
| 25 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.02% | — | +6.04% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | — | -4.77% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.92% | — | +27.51% | |
| 28 | WMT | Walmart INC | 股票-非循環性消費 | 0.88% | +0.12% | -2.76% | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.81% | — | +3.24% | |
| 30 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.79% | +0.20% | -3.04% | |
| 31 | ✓ | Mastercard Incorporated | 股票-其他 | 0.78% | -0.67% | EXIT | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.75% | — | -5.29% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.73% | -0.14% | +5.11% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.70% | — | +0.73% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | +0.66% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.68% | — | +0.93% | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.68% | — | +0.89% | |
| 38 | ITW | Illinois Tool Works | 股票-工業 | 0.65% | — | +0.29% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.64% | — | +1.86% | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.58% | — | -1.16% | |
| 41 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.57% | — | -2.62% | |
| 42 | BLKCHF | Blackrock INC | 股票-其他 | 0.55% | — | +3.64% | |
| 43 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.55% | — | -6.96% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.55% | — | -0.23% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.55% | — | +26.23% | |
| 46 | PFE | Pfizer INC | 股票-醫療保健 | 0.54% | — | +15.42% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.52% | -0.14% | -4.48% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.52% | — | -9.60% | |
| 49 | MS | Morgan Stanley | 股票-金融 | 0.51% | — | -5.77% | |
| 50 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.51% | — | -3.96% |