CIK: 0001723397
申報總市值
US$196.1億
僅顯示前 200 大持股（共 772 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 | AAPL | Apple INC | 股票-科技 | 2.94% | -0.14% | +9.63% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.27% | — | +14.99% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.80% | -0.37% | +11.68% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.67% | — | +36.96% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.64% | — | +183.97% | |
| 6 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.39% | — | +40.50% | |
| 7 | GIS | General Mills INC | 股票-非循環性消費 | 1.38% | — | +1566.82% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.36% | +0.05% | +26.61% | |
| 9 | HD | Home Depot INC | 股票-循環性消費 | 1.24% | — | +6.70% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.18% | — | -3.82% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.14% | — | +3.54% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | +0.16% | +25.24% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.02% | — | -2.80% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.02% | -0.32% | +29.69% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.01% | — | +5.49% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | — | +9.45% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.98% | — | +69.28% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.97% | -0.22% | -63.93% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.95% | — | +40.25% | |
| 20 | DRI | Darden Restaurants INC | 股票-循環性消費 | 0.93% | — | +5101.71% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.93% | — | +308.70% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.91% | — | +7.35% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 0.86% | — | +107.08% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.84% | — | +49.66% | |
| 25 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.83% | — | +2.45% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.83% | -0.40% | -1.10% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.81% | -0.28% | +122.54% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.77% | — | +79.49% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.77% | — | +6.29% | |
| 30 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.76% | +0.09% | +90.44% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.73% | — | -6.31% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.71% | — | +13.34% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | — | +44.43% | |
| 34 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.69% | +0.06% | +27.59% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.64% | — | +67.90% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.59% | — | +82.93% | |
| 37 | BA | Boeing Co/the | 股票-工業 | 0.58% | — | +15.64% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | — | +37.18% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.57% | — | +11.37% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | +11.69% | |
| 41 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.56% | — | +44.76% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | -0.09% | +26.14% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.53% | +0.14% | +16.12% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.52% | — | +311.42% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.14% | -2.07% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.51% | — | +15.85% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.50% | — | -1.61% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.50% | +0.04% | +3.94% | |
| 49 | WMT | Walmart INC | 股票-非循環性消費 | 0.49% | +0.12% | +90.35% | |
| 50 | T | At&t INC | 股票-通訊服務 | 0.49% | — | +15.87% |