CIK: 0001486066
申報總市值
US$36.6億
僅顯示前 200 大持股（共 644 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.51% | — | +74.44% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.35% | — | +4.29% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.14% | — | +13.75% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.33% | — | -1.09% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.22% | — | +52.97% | |
| 6 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 1.48% | — | +23.13% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.46% | — | +8.94% | |
| 8 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 1.30% | — | -1.90% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.14% | — | +11.10% | |
| 10 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.05% | — | +10.50% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.02% | — | -0.42% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.90% | — | +8.62% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.86% | — | +2193.02% | |
| 14 | TSLA | Tesla INC | 股票-循環性消費 | 0.85% | — | +197.26% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.81% | — | +2069.08% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | — | +8.29% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.74% | — | +1.02% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.74% | — | -57.56% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.68% | — | +49.08% | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 0.67% | — | +14.67% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.66% | — | +11.65% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | — | +20.08% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.60% | — | +94.62% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.59% | — | -45.65% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | +36.53% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.58% | — | +11.85% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | -0.42% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.56% | — | +24.69% | |
| 29 | DOG | Proshares Short Dow30 | ETF-其他 | 0.55% | — | +135.48% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.54% | — | +6.31% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | — | +25.20% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.53% | — | +24.71% | |
| 33 | FISR | Ss Fi Sector Rotation | ETF-其他 | 0.53% | — | -70.79% | |
| 34 | ABBV | Abbvie INC | 股票-醫療保健 | 0.51% | — | +17.59% | |
| 35 | WMT | Walmart INC | 股票-非循環性消費 | 0.51% | — | +18.45% | |
| 36 | T | At&t INC | 股票-通訊服務 | 0.51% | — | +37.66% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.51% | — | -37.05% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | +14.08% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | — | +28.93% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.46% | — | -56.20% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.46% | — | +10.22% | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.46% | — | +144.20% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.45% | — | +1.80% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.43% | — | +22.64% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.42% | — | +5.16% | |
| 46 | PM | Philip Morris International | 股票-非循環性消費 | 0.42% | — | +13.67% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.41% | — | +2.52% | |
| 48 | PFE | Pfizer INC | 股票-醫療保健 | 0.41% | — | +9.17% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.39% | — | +5.06% | |
| 50 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 0.39% | — | +44.28% |