CIK: 0001650717
申報總市值
US$33.4億
僅顯示前 200 大持股（共 2258 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 | 9.30% | +0.57% | -15.42% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 4.82% | -0.33% | +6.38% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.41% | -0.17% | +2.14% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.09% | -0.62% | +2.68% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.06% | -0.18% | +14.43% | |
| 6 | TGT | Target CORP | 股票-循環性消費 | 1.89% | +0.15% | -0.44% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.76% | -0.30% | +50.92% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.59% | +0.06% | +13.80% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.45% | +0.07% | +24.31% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.43% | — | +10.78% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.30% | — | +3.79% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.23% | — | -22.86% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.22% | — | +5.83% | |
| 14 | HRC | Hill-rom Holdings INC | 股票-其他 | 1.13% | — | +5858.99% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.08% | -0.11% | +10.70% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.08% | — | +12.44% | |
| 17 | HD | Home Depot INC | 股票-循環性消費 | 0.83% | — | +9.88% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | — | -3.18% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.81% | — | — | |
| 20 | REET | Ishares Global Reit ETF | ETF-其他 | 0.76% | — | +3.40% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.72% | — | +1.28% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.69% | — | +0.86% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 0.66% | -0.09% | -1.01% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | -0.08% | +12.32% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | — | +0.79% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.61% | — | +18.16% | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.59% | — | +13.86% | |
| 28 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.57% | — | +20.95% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | — | -2.51% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | +0.10% | +7.53% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.53% | — | -3.92% | |
| 32 | UNP | Union Pacific CORP | 股票-工業 | 0.53% | — | -0.63% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.52% | — | +9.12% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.51% | — | +21.47% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | -8.41% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | — | — | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.49% | — | +5.94% | |
| 38 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.48% | — | -0.06% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.48% | — | +11.84% | |
| 40 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.47% | — | +12.96% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.46% | — | +13.67% | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.42% | — | — | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.41% | — | +3.43% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | — | -6.72% | |
| 45 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 0.39% | — | +38.80% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.38% | — | +30.73% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.38% | — | — | |
| 48 | T | At&t INC | 股票-通訊服務 | 0.37% | — | +22.71% | |
| 49 | WMT | Walmart INC | 股票-非循環性消費 | 0.37% | +0.06% | +68.45% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.37% | — | +106.64% |