CIK: 0001626116
申報總市值
US$15.2億
僅顯示前 200 大持股（共 872 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 | 7.10% | -0.27% | -3.25% | |
| 2 | ✓ | AppLovin Corporation | 股票-其他 | 6.84% | — | -43.56% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.08% | — | -15.02% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.35% | — | -31.62% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.27% | -0.75% | -7.08% | |
| 6 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 2.83% | -0.01% | -17.57% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.77% | -0.28% | -28.08% | |
| 8 | ✓ | iShares Ultra Short Duration Bond Active ETF | ETF-其他 | 2.10% | — | -37.48% | |
| 9 | ✓ | JPMorgan Ultra-Short Income ETF | ETF-其他 | 2.01% | — | -38.53% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.77% | -0.20% | -39.75% | |
| 11 | ✓ | Ishares Tr Msci USA Qlt Fct | 股票-其他 | 1.21% | — | -19.22% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.19% | +0.07% | -5.51% | |
| 13 | ✓ | J P Morgan Chase And Co | 股票-其他 | 1.06% | -0.08% | -6.45% | |
| 14 | ✓ | AbbVie Inc. | 股票-其他 | 1.06% | -0.08% | -3.34% | |
| 15 | ✓ | Accenture plc | 股票-其他 | 0.93% | -0.18% | -9.16% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 0.92% | -0.16% | -8.25% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.89% | — | -19.58% | |
| 18 | ✓ | Alphabet Inc. | 股票-其他 | 0.86% | +0.06% | -5.58% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.82% | — | -16.52% | |
| 20 | ✓ | Spdr Portfolio S&p 500 Value E | 股票-其他 | 0.82% | -0.10% | -41.90% | |
| 21 | ✓ | Broadcom Inc. | 股票-其他 | 0.78% | -0.73% | -2.90% | |
| 22 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.77% | -0.11% | -5.48% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.74% | — | -32.29% | |
| 24 | ✓ | Ishares 0-3 Month Treasury Bon | 股票-其他 | 0.74% | — | -24.72% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.72% | — | -5.58% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.71% | — | -8.10% | |
| 27 | ✓ | Alphabet Inc. | 股票-其他 | 0.69% | -0.08% | -2.24% | |
| 28 | ✓ | 10x Genomics, Inc. | 股票-其他 | 0.68% | — | -11.17% | |
| 29 | ✓ | Ishares Edge Msci USA Value Fa | 股票-其他 | 0.68% | — | -10.74% | |
| 30 | ✓ | Visa Inc. | 股票-其他 | 0.64% | -0.09% | -9.34% | |
| 31 | ✓ | Cisco Systems, Inc. | 股票-其他 | 0.63% | — | -4.66% | |
| 32 | UNP | Union Pacific CORP | 股票-工業 | 0.62% | — | -7.07% | |
| 33 | ✓ | Comcast Corporation | 股票-其他 | 0.58% | — | -6.86% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | — | -9.41% | |
| 35 | ✓ | VSE Corporation | 股票-其他 | 0.57% | — | -8.63% | |
| 36 | ✓ | Costco Wholesale Corporation | 股票-其他 | 0.55% | -0.04% | -8.12% | |
| 37 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.55% | — | -11.84% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | -0.20% | -8.21% | |
| 39 | ✓ | NextEra Energy, Inc. | 股票-其他 | 0.52% | — | -8.43% | |
| 40 | ✓ | Broadridge Financial Solutions, Inc. | 股票-其他 | 0.49% | -0.14% | -7.35% | |
| 41 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.49% | — | +48.37% | |
| 42 | ✓ | Flexshares Trust Morningstar G | 股票-其他 | 0.48% | — | -13.92% | |
| 43 | ✓ | Information Services Group | 股票-其他 | 0.46% | — | — | |
| 44 | HON | Honeywell International INC | 股票-工業 | 0.46% | — | -7.15% | |
| 45 | ELV | Elevance Health INC | 股票-醫療保健 | 0.45% | -0.18% | -7.94% | |
| 46 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.45% | — | -8.12% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.45% | — | -42.44% | |
| 48 | PFE | Pfizer INC | 股票-醫療保健 | 0.45% | — | -3.83% | |
| 49 | ✓ | Ishares Tr Msci Intl Qualty | 股票-其他 | 0.44% | — | -13.53% | |
| 50 | ✓ | Eaton Corporation plc | 股票-其他 | 0.42% | — | -12.28% |