CIK: 0001650717
申報總市值
US$33.4億
僅顯示前 200 大持股（共 2267 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 | 7.75% | +0.57% | -38.35% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.48% | -0.30% | +5.77% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.35% | -0.18% | +2.46% | |
| 4 | TGT | Target CORP | 股票-循環性消費 | 3.16% | +0.15% | -1.81% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.14% | -0.17% | -31.41% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.40% | +0.07% | +9.01% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.12% | — | +6.64% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.98% | — | -12.75% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.94% | — | -3.63% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.89% | — | +8.70% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.72% | -0.62% | -51.63% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.66% | +0.06% | -27.49% | |
| 13 | HRC | Hill-rom Holdings INC | 股票-其他 | 1.63% | — | -0.55% | |
| 14 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.40% | -0.33% | -81.36% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.25% | — | +233.18% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.17% | -0.11% | -32.90% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.09% | — | -44.63% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.07% | — | -3.87% | |
| 19 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.03% | — | +16.52% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.94% | — | -16.17% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.87% | — | +26.38% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.78% | — | -6.25% | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.72% | — | — | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.70% | — | +78.54% | |
| 25 | 9HI | Hillenbrand INC | 股票-其他 | 0.68% | -0.08% | EXIT | |
| 26 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.67% | — | — | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.66% | — | +61.37% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | — | -15.55% | |
| 29 | REET | Ishares Global Reit ETF | ETF-其他 | 0.63% | — | -42.30% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.56% | -0.08% | -52.16% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.53% | — | -14.28% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | +0.10% | -32.08% | |
| 33 | CRM | Salesforce INC | 股票-科技 | 0.50% | +0.08% | +144.13% | |
| 34 | PYPL | Paypal Holdings INC | 股票-金融 | 0.50% | — | +47.60% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | — | -56.45% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.47% | — | -33.93% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | — | -52.39% | |
| 38 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.45% | — | -13.63% | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.44% | — | -69.90% | |
| 40 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.43% | — | +19.94% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.43% | — | -27.23% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.43% | -0.14% | -1.64% | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.43% | — | -2.68% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.43% | — | -32.42% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.42% | — | -17.39% | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.41% | — | +46.83% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.39% | — | -9.17% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.39% | — | -18.95% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | — | -40.74% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.37% | +0.06% | -29.07% |