CIK: 0001587836
申報總市值
US$11.5億
僅顯示前 200 大持股（共 210 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 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 9.53% | +0.59% | +0.90% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 8.83% | +1.09% | +4.86% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 6.24% | +3.87% | +17.07% | |
| 4 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-其他 | 5.29% | +0.16% | +0.48% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 4.74% | -4.09% | -19.75% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.10% | -0.24% | +292.90% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.01% | +0.62% | +2.62% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.87% | — | -0.88% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.15% | -0.32% | +35.65% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | — | -1.55% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 1.31% | -0.05% | -2.49% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.29% | -0.10% | -4.25% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.19% | — | +0.08% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.15% | — | — | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.07% | — | -7.75% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | — | +2.58% | |
| 17 | PEP | Pepsico INC | 股票-非循環性消費 | 1.02% | -0.07% | -0.30% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.97% | +0.04% | -0.81% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | +0.13% | -0.52% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.97% | — | -0.72% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.94% | +0.01% | -2.44% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.88% | — | +0.17% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | -0.01% | -12.33% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.76% | +0.02% | -2.56% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.75% | -0.02% | -0.34% | |
| 26 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.72% | -0.14% | -2.45% | |
| 27 | DHR | Danaher CORP | 股票-醫療保健 | 0.72% | — | +0.26% | |
| 28 | HON | Honeywell International INC | 股票-工業 | 0.71% | +0.05% | +3.58% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.71% | +0.18% | +4.92% | |
| 30 | SYK | Stryker CORP | 股票-醫療保健 | 0.69% | — | -1.26% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.68% | — | +1.03% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.67% | — | +7.16% | |
| 33 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.66% | — | -0.10% | |
| 34 | WMT | Walmart INC | 股票-非循環性消費 | 0.66% | — | +1.37% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.65% | +0.05% | +0.09% | |
| 36 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.63% | — | -8.44% | |
| 37 | MCHP | Microchip Technology INC | 股票-科技 | 0.62% | -0.02% | -1.02% | |
| 38 | FISV | Fiserv INC | 股票-其他 | 0.60% | — | -1.31% | |
| 39 | AMGN | Amgen INC | 股票-醫療保健 | 0.59% | — | +1.01% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.57% | -0.30% | -8.43% | |
| 41 | ECL | Ecolab INC | 股票-原物料 | 0.57% | — | +6.27% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.56% | -0.01% | +15.68% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工業 | 0.55% | — | -0.98% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.52% | — | +1.78% | |
| 45 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.52% | — | +2.25% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.50% | — | -1.35% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.49% | — | +1.52% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.49% | +0.05% | +2.26% | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.49% | -0.01% | +0.58% | |
| 50 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.48% | — | -3.09% |