CIK: 0001733472
申報總市值
US$3.2億
僅顯示前 200 大持股（共 868 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 19.11% | — | +4.56% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 9.76% | +0.06% | +2.29% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.47% | +0.48% | +58.81% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.47% | +0.07% | -2.13% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 5.14% | +0.09% | +5.59% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 4.78% | — | +1.66% | |
| 7 | JSI | Jh Securitized Income ETF | ETF-其他 | 4.29% | +0.01% | +2.04% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.42% | -0.35% | +8.28% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 3.14% | -0.25% | +4.60% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.88% | — | -1.04% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 2.64% | +0.19% | -47.40% | |
| 12 | PPA | Invesco Aerospace & Defense | ETF-其他 | 2.50% | +0.13% | +2.43% | |
| 13 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 2.32% | -2.02% | +3.69% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.98% | +0.08% | +6.64% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.92% | -1.74% | +3.87% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.87% | -0.15% | +1.87% | |
| 17 | VOX | Vanguard Communication Servi | ETF-其他 | 1.83% | -0.08% | — | |
| 18 | VFH | Vanguard Financials ETF | ETF-其他 | 1.47% | -0.09% | +3.91% | |
| 19 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.44% | +0.08% | +8.09% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.43% | — | -18.70% | |
| 21 | TFX | Teleflex INC | 股票-醫療保健 | 1.38% | — | +0.24% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.19% | — | -16.57% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.94% | — | +4450.91% | |
| 24 | COPX | Global X Copper Miners ETF | ETF-其他 | 0.63% | — | +20732.00% | |
| 25 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.52% | — | +0.71% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.43% | -0.04% | +1.61% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.40% | — | — | |
| 28 | RSPR | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.34% | — | +2.17% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.28% | — | +0.22% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.24% | — | — | |
| 31 | TSLA | Tesla INC | 股票-循環性消費 | 0.19% | — | -18.10% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.18% | -0.05% | +1.26% | |
| 33 | TXN | Texas Instruments INC | 股票-科技 | 0.17% | — | -0.12% | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.17% | +0.11% | +39.48% | |
| 35 | RTX | Rtx CORP | 股票-工業 | 0.16% | — | -2.39% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.16% | +0.03% | -0.29% | |
| 37 | WTRG | Essential Utilities INC | 股票-公用事業 | 0.15% | — | +0.08% | |
| 38 | HON | Honeywell International INC | 股票-工業 | 0.15% | — | -0.26% | |
| 39 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.15% | — | -11.54% | |
| 40 | WM | Waste Management INC | 股票-工業 | 0.15% | — | -0.10% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.14% | — | -15.99% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.13% | -0.03% | +24.63% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.12% | — | +0.32% | |
| 44 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.12% | — | -12.09% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.12% | +0.04% | -14.36% | |
| 46 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.11% | — | +0.15% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.11% | +1.42% | +0.76% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | +0.05% | +0.27% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.11% | +0.03% | -15.03% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.10% | — | +336.33% |