CIK: 0001650717
申報總市值
US$33.4億
僅顯示前 200 大持股（共 2733 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 | 8.70% | -0.18% | +3.99% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 5.96% | +0.57% | +10.76% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.01% | -0.17% | -0.30% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.36% | +0.07% | -5.97% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.16% | — | +1.27% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.62% | -0.62% | -0.53% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.27% | — | +3.01% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.20% | +0.06% | +6.48% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.18% | -0.10% | -1.22% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.03% | — | +3.96% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.83% | — | +3.67% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.59% | -0.30% | +0.88% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.45% | -0.11% | +0.38% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.38% | — | -2.01% | |
| 15 | TGT | Target CORP | 股票-循環性消費 | 1.33% | +0.15% | -0.04% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.95% | -0.08% | +0.23% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | -0.31% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | — | -0.23% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | -0.09% | -1.56% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | — | -0.81% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.66% | — | +2.41% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.60% | — | -0.54% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.60% | -0.09% | +904.56% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.59% | — | +1.04% | |
| 25 | TSLA | Tesla INC | 股票-循環性消費 | 0.52% | -0.16% | +3.18% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.50% | — | +0.27% | |
| 27 | ABBV | Abbvie INC | 股票-醫療保健 | 0.48% | — | -0.71% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.14% | +0.85% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.48% | — | -0.04% | |
| 30 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.47% | — | -0.32% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.19% | +1.33% | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.45% | — | -0.37% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.41% | — | -0.47% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.40% | +0.08% | +5.86% | |
| 35 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.38% | — | -1.34% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.37% | — | +10.87% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.36% | -0.09% | +0.40% | |
| 38 | WMT | Walmart INC | 股票-非循環性消費 | 0.35% | +0.06% | -0.45% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.32% | — | -3.24% | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.32% | — | — | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.32% | -0.08% | +2.70% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.29% | — | -9.19% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.29% | +0.10% | +0.75% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.28% | +0.07% | +0.61% | |
| 45 | NFLX | Netflix INC | 股票-通訊服務 | 0.28% | — | +1.18% | |
| 46 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.28% | — | -2.98% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.27% | — | +0.16% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.26% | — | +0.26% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.24% | — | -0.67% | |
| 50 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.24% | — | +13.07% |