CIK: 0001650717
申報總市值
US$33.4億
僅顯示前 200 大持股（共 2717 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 | 8.58% | -0.18% | +5.66% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.88% | +0.57% | +15.49% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.39% | — | +409.95% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.37% | +0.07% | +1.80% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.16% | -0.17% | -5.41% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | -0.62% | -0.38% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.36% | — | +3.68% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.22% | +0.06% | -1.18% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.98% | — | +1.69% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | -0.10% | -0.72% | |
| 11 | TGT | Target CORP | 股票-循環性消費 | 1.71% | +0.15% | +0.02% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.59% | -0.30% | -2.76% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.42% | — | -0.15% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.40% | -0.11% | -0.90% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.40% | — | +2.53% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.87% | -0.08% | +1.54% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.75% | — | -0.70% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | — | +0.42% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | -1.47% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.69% | — | +9.91% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.67% | -0.09% | +2.31% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.65% | — | -8.00% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.62% | — | +1.09% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.60% | — | +8.51% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.59% | — | -8.38% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.55% | — | +9.26% | |
| 27 | ABBV | Abbvie INC | 股票-醫療保健 | 0.50% | — | +3.70% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.48% | — | +3.79% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.48% | -0.09% | +1.77% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.46% | — | -0.12% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.45% | — | -3.03% | |
| 32 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.43% | — | -8.55% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | +0.19% | -0.14% | |
| 34 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.39% | — | +11.80% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.38% | +0.08% | +34.83% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.37% | -0.14% | -1.39% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | — | -0.31% | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.37% | -0.08% | +2.88% | |
| 39 | MA | Mastercard INC - A | 股票-金融 | 0.36% | -0.09% | -1.25% | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.35% | — | — | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.34% | — | -0.92% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.33% | +0.10% | -6.61% | |
| 43 | 9HI | Hillenbrand INC | 股票-其他 | 0.32% | -0.08% | EXIT | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.31% | — | +7.38% | |
| 45 | TSLA | Tesla INC | 股票-循環性消費 | 0.31% | -0.16% | -21.20% | |
| 46 | ASML | ASML Holding N.V. | 股票-科技 | 0.30% | +0.12% | +6.30% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.29% | — | +18.03% | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.28% | +0.06% | +203.42% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.27% | — | -6.41% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.27% | — | -7.66% |