CIK: 0001626116
申報總市值
US$15.2億
僅顯示前 200 大持股（共 1053 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 | ✓ | JPMorgan Ultra-Short Income ETF | ETF-其他 | 5.07% | — | -0.18% | |
| 2 | ✓ | iShares Ultra Short Duration Bond Active ETF | ETF-其他 | 5.01% | — | -0.10% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.93% | — | +34.92% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.71% | — | +4.44% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.41% | -0.20% | -0.65% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.30% | -0.27% | +0.64% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.08% | -0.28% | +1.21% | |
| 8 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 3.34% | -0.01% | +0.15% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.36% | -0.75% | -0.98% | |
| 10 | ✓ | Spdr Portfolio S&p 500 Value E | 股票-其他 | 2.29% | -0.10% | +1.61% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.68% | — | +0.47% | |
| 12 | ✓ | Ishares Tr Msci USA Qlt Fct | 股票-其他 | 1.61% | — | +12.12% | |
| 13 | ✓ | Ishares 0-3 Month Treasury Bon | 股票-其他 | 1.36% | — | -45.74% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.35% | — | +7.66% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.07% | — | +26.11% | |
| 16 | ✓ | AbbVie Inc. | 股票-其他 | 0.99% | -0.08% | -0.47% | |
| 17 | HD | Home Depot INC | 股票-循環性消費 | 0.93% | -0.16% | +0.18% | |
| 18 | ✓ | J P Morgan Chase And Co | 股票-其他 | 0.92% | -0.08% | -1.72% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.88% | — | -9.73% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.76% | -0.11% | -1.29% | |
| 21 | ✓ | NextEra Energy, Inc. | 股票-其他 | 0.76% | — | -0.76% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.76% | +0.07% | -7.36% | |
| 23 | ✓ | Merck & Co., Inc. | 股票-其他 | 0.75% | — | -5.67% | |
| 24 | ✓ | Accenture plc | 股票-其他 | 0.75% | -0.18% | -0.75% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | — | +0.26% | |
| 26 | ✓ | Alphabet Inc. | 股票-其他 | 0.62% | +0.06% | -8.37% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 0.60% | — | -1.37% | |
| 28 | ELV | Elevance Health INC | 股票-醫療保健 | 0.60% | -0.18% | +0.50% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | — | +15.38% | |
| 30 | ✓ | Visa Inc. | 股票-其他 | 0.58% | -0.09% | -7.41% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.55% | — | +0.02% | |
| 32 | ✓ | VSE Corporation | 股票-其他 | 0.54% | — | +0.33% | |
| 33 | ✓ | Flexshares Trust Morningstar G | 股票-其他 | 0.53% | — | +5.53% | |
| 34 | ✓ | Ishares Edge Msci USA Value Fa | 股票-其他 | 0.51% | — | +47.74% | |
| 35 | HON | Honeywell International INC | 股票-工業 | 0.51% | — | -0.36% | |
| 36 | ✓ | Broadcom Inc. | 股票-其他 | 0.49% | -0.73% | +0.17% | |
| 37 | ✓ | 10x Genomics, Inc. | 股票-其他 | 0.48% | — | -2.26% | |
| 38 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.47% | — | -0.79% | |
| 39 | ✓ | Cars Com INC | 股票-其他 | 0.46% | — | -0.06% | |
| 40 | LHX | L3harris Technologies INC | 股票-工業 | 0.46% | — | +1.25% | |
| 41 | ✓ | Ishares Tr Msci Intl Qualty | 股票-其他 | 0.45% | — | +15.92% | |
| 42 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.45% | — | -0.41% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.43% | -0.20% | -1.25% | |
| 44 | ✓ | Cisco Systems, Inc. | 股票-其他 | 0.43% | — | -0.18% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | — | -1.67% | |
| 46 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.41% | — | +0.74% | |
| 47 | ✓ | Expensify Inc | 股票-其他 | 0.40% | — | — | |
| 48 | ✓ | Comcast Corporation | 股票-其他 | 0.40% | — | +40.86% | |
| 49 | ADI | Analog Devices INC | 股票-科技 | 0.39% | — | -0.51% | |
| 50 | ✓ | Quest Diagnostics Incorporated | 股票-其他 | 0.39% | — | +3.79% |