CIK: 0001698478
申報總市值
US$69.8億
僅顯示前 200 大持股（共 264 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 | 16.25% | -1.52% | +2.28% | |
| 2 | BILL | Bill Holdings INC | 股票-科技 | 5.21% | — | — | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.59% | — | +2.79% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.11% | +0.08% | -0.03% | |
| 5 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 3.34% | — | +10.41% | |
| 6 | EXPD | Expeditors Intl Wash INC | 股票-工業 | 3.19% | +0.82% | +0.03% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 2.91% | — | +12.73% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 2.40% | -0.99% | +0.81% | |
| 9 | EUFN | Ishares Msci Europe Financia | ETF-其他 | 2.17% | — | +36.50% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.95% | +0.03% | +14.05% | |
| 11 | DOCU | Docusign INC | 股票-科技 | 1.90% | — | +4.49% | |
| 12 | SNOW | Snowflake INC | 股票-科技 | 1.85% | — | -62.65% | |
| 13 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.83% | +0.02% | -1.99% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.74% | +0.20% | +0.83% | |
| 15 | DASH | Doordash INC - A | 股票-循環性消費 | 1.73% | — | +0.15% | |
| 16 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 1.71% | — | +310.25% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.71% | -0.15% | +7.55% | |
| 18 | TNET | Trinet Group INC | 股票-其他 | 1.61% | — | +3460.73% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.57% | +0.05% | +1116.93% | |
| 20 | TENB | Tenable Holdings INC | 股票-其他 | 1.53% | — | +18.67% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.44% | +0.55% | +0.67% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.28% | -0.23% | +769.21% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.26% | -0.02% | +10.70% | |
| 24 | COIN | Coinbase Global INC -class A | 股票-金融 | 1.25% | — | -9.70% | |
| 25 | KRBN | Ks Global Carbon Stratgy ETF | ETF-其他 | 1.18% | — | — | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.94% | — | -14.77% | |
| 27 | TSLA | Tesla INC | 股票-循環性消費 | 0.86% | — | +1.64% | |
| 28 | JD | Jd.com Inc-adr | 股票-循環性消費 | 0.79% | — | +0.04% | |
| 29 | KOD | Kodiak Sciences INC | 股票-其他 | 0.78% | — | -0.00% | |
| 30 | OSH3USD | Oak Street Health INC | 股票-其他 | 0.75% | — | -0.08% | |
| 31 | DRUP | Graniteshares Nasdaq Select | ETF-科技型 | 0.74% | — | — | |
| 32 | PTON | Peloton Interactive Inc-a | 股票-循環性消費 | 0.71% | — | +0.04% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.71% | +0.02% | +1.94% | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.68% | — | -32.50% | |
| 35 | ✓ | Mimecast LTD | 股票-其他 | 0.68% | — | -59.29% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.66% | — | -7.55% | |
| 37 | OKTA | Okta INC | 股票-科技 | 0.66% | -0.14% | -2.30% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | -0.52% | +23.30% | |
| 39 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.64% | — | — | |
| 40 | ✓ | Duck Creek Technologies INC | 股票-其他 | 0.61% | — | +0.56% | |
| 41 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-其他 | 0.58% | — | +21.76% | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.58% | — | +95.17% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.56% | — | +776.61% | |
| 44 | SOFI | Sofi Technologies INC | 股票-金融 | 0.54% | — | — | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.43% | — | +8.84% | |
| 46 | KWEB | Kranesh Csi China Internet | ETF-新興市場 | 0.43% | — | — | |
| 47 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.42% | — | — | |
| 48 | WOOF | Petco Health And Wellness Co | 股票-其他 | 0.42% | — | +0.38% | |
| 49 | ✓ | Invesco Qqq Trust | 股票-其他 | 0.41% | — | — | |
| 50 | ATHS | Athene Holding Ltd. 7.250% Fixe | 股票-其他 | 0.40% | — | +0.29% |