CIK: 0001692038
申報總市值
US$21.9億
僅顯示前 200 大持股（共 390 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 9.36% | -1.13% | +15.27% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 6.82% | -0.57% | +12.58% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 5.24% | +0.70% | +5.58% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.15% | -0.32% | -2.30% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.11% | +0.02% | +2.95% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.98% | -0.04% | +8.58% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 3.78% | — | -1.81% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.40% | -0.17% | +6.38% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.88% | -0.01% | -4.69% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.88% | — | -23.90% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.70% | +0.52% | +16.71% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.78% | -0.26% | -0.10% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.56% | -0.01% | -15.63% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.46% | — | -0.76% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.46% | -0.50% | -6.76% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.45% | -0.04% | -0.50% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.44% | +0.19% | +13.12% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.27% | — | -27.38% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.09% | — | -0.36% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | -0.26% | +1.87% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.90% | +0.13% | +5.41% | |
| 22 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.88% | — | -0.24% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.81% | — | +0.34% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 0.66% | — | -1.91% | |
| 25 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.65% | — | +1.13% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.61% | — | +0.27% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.59% | -0.10% | +3.24% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.56% | — | -0.05% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.53% | — | +3.40% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.52% | — | +99.95% | |
| 31 | PFS | Provident Financial Services | 股票-其他 | 0.52% | — | — | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | -0.21% | +19.09% | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.48% | — | -0.22% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | -0.08% | -15.07% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.46% | -0.18% | +91.42% | |
| 36 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.46% | — | — | |
| 37 | HUBB | Hubbell INC | 股票-工業 | 0.46% | +0.07% | +0.12% | |
| 38 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.45% | — | -0.20% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.45% | -0.06% | -3.67% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.44% | -0.13% | +8.01% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.43% | — | -7.14% | |
| 42 | BBAX | Jpmorgan Betabuilders Develo | ETF-其他 | 0.43% | — | +0.10% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.42% | — | +16.36% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | — | -2.91% | |
| 45 | FLGB | Franklin Ftse United Kingdom | ETF-其他 | 0.40% | — | -0.18% | |
| 46 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.38% | — | -0.12% | |
| 47 | FLJP | Franklin Ftse Japan ETF | ETF-其他 | 0.37% | — | -0.25% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.37% | — | +0.59% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | +0.12% | +0.56% | |
| 50 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.35% | — | -0.96% |