CIK: 0001697729
申報總市值
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僅顯示前 200 大持股（共 250 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 | 5.23% | -4.90% | EXIT | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.19% | -5.81% | EXIT | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 3.79% | — | +12.93% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.47% | — | +2469.67% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.71% | — | +3635.49% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 2.46% | -0.71% | EXIT | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.27% | -1.02% | EXIT | |
| 8 | MA | Mastercard INC - A | 股票-金融 | 1.92% | -1.08% | EXIT | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.90% | — | +40.51% | |
| 10 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.87% | — | +18.19% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.85% | -1.72% | EXIT | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | -1.71% | EXIT | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.46% | — | +415.48% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.37% | — | -38.47% | |
| 15 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.30% | — | -36.94% | |
| 16 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.30% | — | — | |
| 17 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 1.29% | -4.68% | EXIT | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.24% | -0.64% | EXIT | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 1.04% | — | -6.84% | |
| 20 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.04% | — | +0.54% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.04% | — | +516.41% | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.91% | — | -44.40% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.90% | — | -24.21% | |
| 24 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.89% | — | -21.91% | |
| 25 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.88% | -1.95% | EXIT | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.87% | -6.12% | EXIT | |
| 27 | T | At&t INC | 股票-通訊服務 | 0.86% | — | -12.41% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.85% | — | -31.41% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.83% | -0.87% | EXIT | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.82% | -0.99% | EXIT | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | — | -3.15% | |
| 32 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.79% | — | +1.31% | |
| 33 | DSL | Doubleline Income Solutions | 股票-其他 | 0.78% | — | -9.94% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.74% | -0.40% | EXIT | |
| 35 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.68% | — | -0.34% | |
| 36 | WMT | Walmart INC | 股票-非循環性消費 | 0.65% | -0.58% | EXIT | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.64% | -0.73% | EXIT | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | +9.87% | |
| 39 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.63% | — | -19.06% | |
| 40 | C | Citigroup INC | 股票-金融 | 0.57% | — | -33.98% | |
| 41 | EMR | Emerson Electric Co | 股票-工業 | 0.56% | — | -38.14% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.56% | -3.94% | EXIT | |
| 43 | ADBE | Adobe INC | 股票-科技 | 0.56% | — | +1.00% | |
| 44 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.55% | — | -27.38% | |
| 45 | MBB | Ishares Mbs ETF | ETF-其他 | 0.51% | -1.21% | EXIT | |
| 46 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.51% | — | +111.84% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.51% | — | -36.74% | |
| 48 | ROKU | Roku INC | 股票-通訊服務 | 0.50% | — | +59.60% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.50% | — | +130.78% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | — | +0.90% |