CIK: 0001650717
申報總市值
US$33.4億
僅顯示前 200 大持股（共 2633 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 | 4.87% | +0.57% | +2.55% | |
| 2 | TGT | Target CORP | 股票-循環性消費 | 3.83% | +0.15% | +0.02% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.67% | -0.18% | +0.03% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.41% | -0.17% | +3.05% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.62% | +0.07% | +4.75% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.55% | — | +4.66% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.25% | — | +2.00% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.22% | -0.62% | +6.70% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.15% | — | +6.12% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.09% | -0.30% | +3.07% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.06% | — | +7.94% | |
| 12 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.94% | -0.33% | +7.35% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.88% | — | +0.58% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.52% | -0.11% | +6.11% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.50% | +0.06% | +7.06% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.32% | — | +0.53% | |
| 17 | HRC | Hill-rom Holdings INC | 股票-其他 | 1.29% | — | +0.01% | |
| 18 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.19% | — | +7.85% | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.16% | — | -0.18% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.00% | — | +1.71% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.97% | — | +39.68% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.95% | — | — | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.92% | — | +1.61% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.91% | — | -1.07% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.08% | +7.23% | |
| 26 | TSLA | Tesla INC | 股票-循環性消費 | 0.71% | -0.16% | +9.44% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.66% | — | — | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.64% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | — | +8.70% | |
| 30 | 9HI | Hillenbrand INC | 股票-其他 | 0.59% | -0.08% | EXIT | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.56% | — | -0.72% | |
| 32 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.55% | — | — | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.54% | — | +32.67% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | — | -0.15% | |
| 35 | HD | Home Depot INC | 股票-循環性消費 | 0.49% | — | +11.67% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.49% | — | +3.96% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | +2.47% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | +0.10% | +7.78% | |
| 39 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.46% | — | +5.55% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | -0.10% | +318.30% | |
| 41 | PYPL | Paypal Holdings INC | 股票-金融 | 0.41% | — | +2.45% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | — | +14.74% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.40% | -0.14% | +1.87% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.40% | — | — | |
| 45 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.35% | — | +3.90% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.33% | — | -4.97% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.33% | — | +3.23% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.30% | — | +15.40% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.29% | — | +8.53% | |
| 50 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.29% | — | — |