CIK: 0001650717
申報總市值
US$33.4億
僅顯示前 200 大持股（共 2691 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 | 8.03% | -0.18% | +1.16% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.58% | +0.57% | +32.51% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.08% | -0.17% | +0.14% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.42% | +0.07% | +6.00% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.30% | — | +0.97% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.67% | -0.62% | +2.62% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.43% | — | +2.80% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.20% | +0.06% | +0.56% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.08% | — | +5.59% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.50% | -0.30% | +4.32% | |
| 11 | TGT | Target CORP | 股票-循環性消費 | 1.50% | +0.15% | +0.87% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.45% | — | +8.67% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.43% | -0.11% | +3.42% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.41% | — | -2.12% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | -0.10% | +8.13% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.75% | — | +21.68% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.70% | — | +10.81% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.69% | — | -3.19% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | +10.20% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.68% | — | -21.64% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.68% | -0.08% | +8.91% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | +2.38% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.63% | — | -0.80% | |
| 24 | TSLA | Tesla INC | 股票-循環性消費 | 0.61% | -0.16% | +6.08% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | — | +8.68% | |
| 26 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.54% | — | +7.64% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | -0.09% | +1.05% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | — | -0.66% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.46% | — | -0.03% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.45% | — | -1.66% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.44% | — | +11.88% | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.43% | -0.09% | +4.92% | |
| 33 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.42% | — | — | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.42% | — | +22.81% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | +0.19% | -6.06% | |
| 36 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.39% | — | +815.72% | |
| 37 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.38% | — | — | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | — | +0.66% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | +0.10% | -4.30% | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.35% | — | — | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.35% | -0.09% | +13.96% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.35% | -0.14% | +1.19% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.34% | — | +20.13% | |
| 44 | 9HI | Hillenbrand INC | 股票-其他 | 0.33% | -0.08% | EXIT | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.31% | -0.08% | +7.18% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.31% | +0.08% | — | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.31% | — | +9.23% | |
| 48 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.31% | — | -1.28% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.29% | — | +8.53% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.28% | — | +7.64% |