CIK: 0001650717
申報總市值
US$33.4億
僅顯示前 200 大持股（共 2685 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.31% | -0.18% | +4.98% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.22% | -0.17% | +0.84% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.02% | +0.57% | +0.46% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.44% | +0.07% | +0.14% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.43% | — | +3.34% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.54% | -0.62% | +3.75% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.54% | +0.06% | +0.63% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.40% | — | +3.07% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.16% | — | +0.82% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.51% | — | +10.79% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.50% | -0.11% | +2.64% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.42% | — | +2.41% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.40% | -0.30% | +2.72% | |
| 14 | TGT | Target CORP | 股票-循環性消費 | 1.34% | +0.15% | +0.41% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | -0.10% | +3.82% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.99% | — | -31.09% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.75% | — | -3.38% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | +5.51% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.73% | — | -6.92% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.68% | — | -0.66% | |
| 21 | TSLA | Tesla INC | 股票-循環性消費 | 0.68% | -0.16% | +3.21% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | — | -2.58% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | +2.15% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.62% | — | -3.58% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.62% | -0.08% | +1.70% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.19% | +6.33% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | -0.09% | +9.33% | |
| 28 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.56% | — | +1.22% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | — | +2.13% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.50% | — | +1.79% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.47% | — | +6.26% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | +0.10% | -1.44% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.44% | — | +6.79% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.42% | — | -8.78% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.40% | -0.14% | +1.70% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | — | +6.84% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.37% | — | +7.20% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.37% | — | — | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.36% | -0.09% | +15.90% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.35% | +0.10% | +16.95% | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.34% | — | +7.15% | |
| 42 | 9HI | Hillenbrand INC | 股票-其他 | 0.34% | -0.08% | EXIT | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.33% | -0.09% | +1.97% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.33% | — | -13.38% | |
| 45 | WMT | Walmart INC | 股票-非循環性消費 | 0.33% | +0.06% | +8.84% | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.32% | -0.08% | -1.64% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.30% | -0.08% | +119.30% | |
| 48 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.29% | — | -41.45% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.29% | — | +0.89% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.29% | — | +1.98% |