CIK: 0001650717
申報總市值
US$33.4億
僅顯示前 200 大持股（共 2528 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 8.03% | +0.57% | +49.79% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 4.44% | -0.33% | +20.37% | |
| 3 | AAPL | Apple INC | 股票-科技 | 1.96% | -0.17% | +22.89% | |
| 4 | TGT | Target CORP | 股票-循環性消費 | 1.88% | +0.15% | +1.76% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.62% | -0.18% | +243.82% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.62% | +15.89% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.45% | — | +61.71% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.28% | — | +28.27% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.18% | — | +59.99% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.17% | — | +70.37% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.14% | +0.06% | +1.18% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.09% | +0.07% | +88.06% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.03% | — | +42.16% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | — | +11.11% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.81% | -0.11% | +17.41% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.79% | -0.30% | +12.80% | |
| 17 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.76% | — | +0.48% | |
| 18 | REET | Ishares Global Reit ETF | ETF-其他 | 0.75% | — | +67.15% | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.64% | — | +11.24% | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 0.63% | — | +12.28% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.62% | — | +3.76% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 0.59% | -0.09% | +7.28% | |
| 23 | AXP | American Express Co | 股票-金融 | 0.58% | — | +0.81% | |
| 24 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.53% | — | +114.91% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | — | +7.62% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | — | +7.20% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.51% | -0.08% | +13.20% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.50% | — | +4.40% | |
| 29 | UNP | Union Pacific CORP | 股票-工業 | 0.49% | — | +4.40% | |
| 30 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.48% | — | +7.11% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | +31.77% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.46% | — | +0.49% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.41% | — | +2.26% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.41% | — | +10.71% | |
| 35 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.41% | — | +4.70% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.41% | — | — | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.40% | +0.10% | +19.74% | |
| 38 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.39% | — | +9.79% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.39% | — | -13.07% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.38% | — | +2.09% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.38% | — | +17.93% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.37% | — | +19.51% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.36% | — | +9.94% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.35% | — | +12.10% | |
| 45 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.35% | — | +2.10% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.31% | — | +21.44% | |
| 47 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.30% | — | +27.12% | |
| 48 | AME | Ametek INC | 股票-工業 | 0.30% | — | +0.70% | |
| 49 | PFE | Pfizer INC | 股票-醫療保健 | 0.30% | — | +12.21% | |
| 50 | RHHBY | Roche Holdings Ltd-spons Adr | 股票-其他 | 0.30% | — | +9.19% |