CIK: 0001626116
申報總市值
US$15.2億
僅顯示前 200 大持股（共 420 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 | 5.46% | -0.27% | -33.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.90% | -0.75% | — | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 4.26% | -0.47% | — | |
| 4 | ✓ | Broadcom Inc. | 股票-其他 | 4.00% | -0.73% | -24.82% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.28% | -0.06% | — | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.02% | +0.07% | -24.28% | |
| 7 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 2.40% | +0.06% | — | |
| 8 | ✓ | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.26% | +0.21% | -31.60% | |
| 9 | ✓ | NVIDIA Corporation | 股票-其他 | 2.05% | +0.12% | -37.71% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.97% | — | — | |
| 11 | ✓ | J P Morgan Chase And Co | 股票-其他 | 1.83% | -0.08% | -34.85% | |
| 12 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 1.72% | -0.01% | -34.06% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.67% | — | — | |
| 14 | ✓ | Alphabet Inc. | 股票-其他 | 1.42% | -0.08% | -31.93% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.33% | — | — | |
| 16 | ✓ | Meta Platforms, Inc. | 股票-其他 | 1.30% | -0.09% | -38.42% | |
| 17 | ✓ | Visa Inc. | 股票-其他 | 1.13% | -0.09% | -28.98% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.10% | — | — | |
| 19 | ✓ | Alphabet Inc. | 股票-其他 | 1.08% | +0.06% | -29.46% | |
| 20 | ✓ | iShares MSCI Emerging Markets ETF | ETF-新興市場 | 1.05% | — | -15.83% | |
| 21 | ✓ | AbbVie Inc. | 股票-其他 | 1.02% | -0.08% | -52.55% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 1.00% | -0.16% | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.95% | -0.28% | — | |
| 24 | ✓ | Costco Wholesale Corporation | 股票-其他 | 0.83% | -0.04% | -20.33% | |
| 25 | ✓ | Cisco Systems, Inc. | 股票-其他 | 0.79% | — | -35.44% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.77% | -0.20% | — | |
| 27 | ✓ | Netflix, Inc. | 股票-其他 | 0.76% | — | -26.72% | |
| 28 | ✓ | Ishares Tr Msci USA Qlt Fct | 股票-其他 | 0.72% | — | -26.07% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.02% | -38.12% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.71% | — | — | |
| 31 | ✓ | Vanguard Russell 2000 | 股票-其他 | 0.70% | — | -14.19% | |
| 32 | ✓ | Oracle Corporation | 股票-其他 | 0.70% | -0.16% | -36.60% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | — | — | |
| 34 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.65% | -0.11% | -60.29% | |
| 35 | ✓ | Accenture plc | 股票-其他 | 0.64% | -0.18% | -37.67% | |
| 36 | ✓ | Exxon Mobil Corporation | 股票-其他 | 0.63% | +0.25% | -33.39% | |
| 37 | WMT | Walmart INC | 股票-非循環性消費 | 0.61% | — | — | |
| 38 | ✓ | Eaton Corporation plc | 股票-其他 | 0.60% | — | -26.93% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.54% | — | — | |
| 40 | UNP | Union Pacific CORP | 股票-工業 | 0.51% | — | — | |
| 41 | LHX | L3harris Technologies INC | 股票-工業 | 0.49% | — | — | |
| 42 | ✓ | Tesla, Inc. | 股票-其他 | 0.48% | — | -52.51% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.20% | — | |
| 44 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.48% | -0.04% | — | |
| 45 | ✓ | Broadridge Financial Solutions, Inc. | 股票-其他 | 0.47% | -0.14% | -33.12% | |
| 46 | ✓ | Ishares Tr Msci Intl Qualty | 股票-其他 | 0.47% | — | -10.49% | |
| 47 | ✓ | Ishares 0-3 Month Treasury Bon | 股票-其他 | 0.47% | — | -51.70% | |
| 48 | ✓ | Intercontinental Exchange, Inc. | 股票-其他 | 0.46% | — | -30.88% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | — | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.46% | — | — |