CIK: 0001698478
申報總市值
US$69.8億
僅顯示前 200 大持股（共 1303 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 | 10.55% | -1.52% | -17.40% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 7.48% | -0.32% | -60.27% | |
| 3 | AVGO | Broadcom INC | 股票-科技 | 4.35% | -0.99% | -1.80% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.74% | -0.15% | +2.80% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.22% | -0.23% | -24.65% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.19% | +0.14% | -22.71% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | -0.52% | -6.93% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.89% | +0.20% | -9.53% | |
| 9 | APH | Amphenol Corp-cl A | 股票-科技 | 1.54% | — | -9.68% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.45% | +0.20% | -4.72% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.45% | — | -4.24% | |
| 12 | ISHG | Ishares -3 Year Internationa | ETF-其他 | 1.39% | -0.33% | -54.57% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.37% | +0.55% | -4.75% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.13% | -0.02% | -9.54% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.96% | — | +42.32% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.87% | — | -23.72% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.87% | +0.02% | +38.21% | |
| 18 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.87% | — | -2.92% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.81% | +0.03% | -26.82% | |
| 20 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.79% | — | -2.95% | |
| 21 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.78% | — | -15.77% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.76% | — | +1.73% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | -3.16% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | -6.64% | |
| 25 | TSLA | Tesla INC | 股票-循環性消費 | 0.56% | — | -8.93% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | — | -19.07% | |
| 27 | AON | Aon plc | 股票-金融 | 0.52% | — | -23.40% | |
| 28 | ERIE | Erie Indemnity Company-cl A | 股票-金融 | 0.51% | -0.18% | +250.24% | |
| 29 | APO | Apollo Global Management INC | 股票-金融 | 0.42% | -0.15% | -3.30% | |
| 30 | CAT | Caterpillar INC | 股票-工業 | 0.41% | +0.01% | -1.81% | |
| 31 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.41% | +0.02% | -25.09% | |
| 32 | OKTA | Okta INC | 股票-科技 | 0.39% | -0.14% | +15.74% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.38% | — | -4.22% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.38% | — | -7.67% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.36% | +0.03% | +28.62% | |
| 36 | KCCA | Kraneshares California Carbo | ETF-其他 | 0.36% | — | -22.97% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.36% | +0.05% | -59.40% | |
| 38 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.35% | +0.02% | -37.80% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.34% | — | -4.21% | |
| 40 | HIMS | Hims & Hers Health INC | 股票-醫療保健 | 0.33% | -0.16% | -0.03% | |
| 41 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.31% | — | -3.66% | |
| 42 | AKRE | Akre Focus ETF | ETF-其他 | 0.31% | -0.22% | — | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.29% | — | — | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.29% | +0.07% | -8.06% | |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.29% | — | -2.80% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.26% | — | -78.91% | |
| 47 | GS | Goldman Sachs Group INC | 股票-金融 | 0.26% | — | -16.24% | |
| 48 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.26% | — | -11.88% | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.26% | -0.18% | -89.36% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.25% | — | +166.56% |