CIK: 0001593600
申報總市值
US$8119.8萬
僅顯示前 200 大持股（共 224 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 | FMUN | Fidelity System Muni Bnd ETF | ETF-其他 | 23.45% | +0.22% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 16.08% | +0.62% | -0.85% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 6.27% | -0.19% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.43% | +0.18% | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.19% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.59% | -54.33% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.94% | -0.05% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.79% | -0.04% | — | |
| 9 | KLAC | Kla CORP | 股票-科技 | 1.66% | +0.52% | -12.15% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.50% | -0.16% | -44.63% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.42% | -0.10% | -49.91% | |
| 12 | DE | Deere & Co | 股票-工業 | 1.26% | +0.27% | -15.38% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.25% | — | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.21% | — | — | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.98% | +0.16% | -20.04% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.95% | — | — | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.94% | -0.06% | -84.37% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.91% | — | — | |
| 19 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.83% | — | -20.84% | |
| 20 | BLK | Blackrock INC | 股票-金融 | 0.78% | -0.08% | -8.29% | |
| 21 | ABBV | Abbvie INC | 股票-醫療保健 | 0.74% | -0.02% | -48.55% | |
| 22 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.69% | +0.58% | — | |
| 23 | ITW | Illinois Tool Works | 股票-工業 | 0.65% | — | -20.52% | |
| 24 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.62% | -0.03% | — | |
| 25 | PAYX | Paychex INC | 股票-科技 | 0.59% | -0.07% | -3.79% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.59% | — | -2.55% | |
| 27 | COF | Capital One Financial CORP | 股票-金融 | 0.59% | -0.15% | -12.07% | |
| 28 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.58% | — | — | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.55% | -0.08% | -64.33% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | +0.15% | -42.83% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | — | -21.85% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.54% | -0.18% | -77.92% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.53% | — | — | |
| 34 | VFMO | Vanguard US Momentum Factor | ETF-其他 | 0.53% | — | — | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.44% | — | -29.80% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | -45.33% | |
| 37 | RY | Royal Bank Of Canada | 股票-金融 | 0.43% | — | -1.47% | |
| 38 | PEP | Pepsico INC | 股票-非循環性消費 | 0.40% | — | -5.91% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | -0.07% | -88.81% | |
| 40 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.38% | — | -83.81% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工業 | 0.38% | +0.10% | -26.79% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.36% | — | — | |
| 43 | QCOM | Qualcomm INC | 股票-科技 | 0.34% | -0.10% | -25.64% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | -0.03% | -67.08% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.29% | -0.05% | -21.02% | |
| 46 | T | At&t INC | 股票-通訊服務 | 0.29% | — | -35.05% | |
| 47 | UL | Unilever PLC | 股票-非循環性消費 | 0.29% | — | — | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.29% | -0.04% | -56.06% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.28% | -0.14% | -83.84% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.27% | — | -15.22% |