CIK: 0001650717
申報總市值
US$33.4億
僅顯示前 200 大持股（共 2260 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 | 6.50% | +0.57% | -14.88% | |
| 2 | TGT | Target CORP | 股票-循環性消費 | 4.14% | +0.15% | +1.24% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.74% | -0.17% | +281.14% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.68% | -0.18% | +2.73% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.82% | -0.30% | -27.81% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.66% | +0.07% | +6.65% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.47% | — | +100.62% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.35% | — | +10.93% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.26% | — | +5.76% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.23% | — | +2.68% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.15% | — | +11.94% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.62% | +12.59% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.95% | +0.06% | +2.77% | |
| 14 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.55% | -0.33% | +6.80% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.45% | — | — | |
| 16 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.23% | — | +19.59% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.22% | — | +21.89% | |
| 18 | HRC | Hill-rom Holdings INC | 股票-其他 | 1.22% | — | -0.14% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.16% | — | -1.18% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.05% | — | -8.96% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.03% | -0.11% | -14.00% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.01% | — | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.81% | — | -6.55% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.79% | — | -7.39% | |
| 25 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.76% | — | +0.20% | |
| 26 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.73% | — | — | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | -0.08% | +15.50% | |
| 28 | 9HI | Hillenbrand INC | 股票-其他 | 0.70% | -0.08% | EXIT | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.56% | — | — | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | +0.10% | -1.39% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.49% | — | +2.35% | |
| 32 | TSLA | Tesla INC | 股票-循環性消費 | 0.49% | -0.16% | +317.67% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.49% | — | -32.24% | |
| 34 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.48% | — | +3.09% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.46% | — | +1.51% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | -12.80% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | -1.99% | |
| 38 | REET | Ishares Global Reit ETF | ETF-其他 | 0.42% | — | -33.57% | |
| 39 | PYPL | Paypal Holdings INC | 股票-金融 | 0.41% | — | -26.54% | |
| 40 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.39% | — | -11.18% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.39% | — | -41.85% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | — | -19.37% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.37% | — | -7.58% | |
| 44 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.37% | — | +3.44% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.36% | -0.14% | -20.23% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.36% | — | -10.90% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.35% | -0.10% | +24.37% | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.35% | +0.06% | -16.30% | |
| 49 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.35% | — | -24.89% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.34% | — | -31.01% |