CIK: 0001650717
申報總市值
US$33.4億
僅顯示前 200 大持股（共 2460 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 | 6.71% | +0.57% | +19.70% | |
| 2 | TGT | Target CORP | 股票-循環性消費 | 3.85% | +0.15% | +0.52% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.71% | -0.18% | +14.90% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.36% | -0.17% | +12.62% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.68% | — | +1.36% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.52% | +0.07% | +6.69% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.36% | — | -1.91% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.27% | -0.30% | +7.00% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.14% | — | +3.33% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.12% | — | +2.99% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.62% | +14.96% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.82% | — | +1.11% | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.71% | -0.33% | +4.41% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.53% | +0.06% | +4.20% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.23% | -0.11% | +10.90% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.22% | — | -1.42% | |
| 17 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.12% | — | +2.67% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.11% | — | +0.03% | |
| 19 | HRC | Hill-rom Holdings INC | 股票-其他 | 1.11% | — | -0.00% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | — | +0.12% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.94% | — | +22.23% | |
| 22 | 9HI | Hillenbrand INC | 股票-其他 | 0.87% | -0.08% | EXIT | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.77% | — | — | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.77% | — | +0.96% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.76% | -0.08% | +16.44% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.75% | — | -0.81% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.68% | — | -0.24% | |
| 28 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.66% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | +21.03% | |
| 30 | TSLA | Tesla INC | 股票-循環性消費 | 0.61% | -0.16% | +6.74% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.61% | — | +12.36% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | — | +12.46% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | +26.13% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | +0.10% | +11.53% | |
| 35 | HD | Home Depot INC | 股票-循環性消費 | 0.47% | — | +2.23% | |
| 36 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.46% | — | +25.35% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.45% | — | — | |
| 38 | PYPL | Paypal Holdings INC | 股票-金融 | 0.41% | — | +8.76% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.40% | — | +25.76% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | — | +23.01% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.37% | — | -0.33% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.37% | — | — | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.37% | -0.14% | +7.80% | |
| 44 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.34% | — | +1.80% | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.33% | — | +1.24% | |
| 46 | WMT | Walmart INC | 股票-非循環性消費 | 0.32% | +0.06% | +10.43% | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.31% | — | +6.11% | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.31% | — | — | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.31% | — | +12.82% | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.30% | — | +9.18% |