CIK: 0001667074
申報總市值
US$10.5億
僅顯示前 200 大持股（共 756 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 13.70% | -0.35% | -6.02% | |
| 2 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 8.61% | — | -3.11% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 8.13% | +2.38% | -1.50% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 4.39% | — | -0.99% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 3.81% | — | -5.61% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.78% | -0.46% | -1.59% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.46% | — | +2.77% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.38% | — | -2.48% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.20% | — | -1.81% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.01% | — | -21.61% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.73% | — | -18.00% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | -0.44% | +0.57% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.21% | — | +5.48% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.83% | — | -39.69% | |
| 15 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 0.74% | — | -2.16% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.69% | — | -67.36% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.69% | -0.31% | +5.07% | |
| 18 | F | Ford Motor Co | 股票-循環性消費 | 0.68% | — | -1.53% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | -3.41% | |
| 20 | PFE | Pfizer INC | 股票-醫療保健 | 0.63% | — | +2.37% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.62% | — | -6.50% | |
| 22 | TSLA | Tesla INC | 股票-循環性消費 | 0.62% | — | +7.90% | |
| 23 | ABBV | Abbvie INC | 股票-醫療保健 | 0.60% | — | -0.07% | |
| 24 | PEP | Pepsico INC | 股票-非循環性消費 | 0.59% | -0.24% | +1.50% | |
| 25 | MMM | 3m Co | 股票-工業 | 0.58% | — | -1.56% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.13% | +1.04% | |
| 27 | GS | Goldman Sachs Group INC | 股票-金融 | 0.57% | — | -1.22% | |
| 28 | EMR | Emerson Electric Co | 股票-工業 | 0.56% | — | -1.72% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.56% | — | -27.80% | |
| 30 | UMPQUSD | Umpqua Holdings CORP | 股票-其他 | 0.55% | — | -1.50% | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.53% | — | -1.12% | |
| 32 | MBB | Ishares Mbs ETF | ETF-其他 | 0.48% | — | +18.07% | |
| 33 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.48% | — | -8.21% | |
| 34 | IRM | Iron Mountain INC | 股票-房地產 | 0.48% | — | -1.95% | |
| 35 | RTX | Rtx CORP | 股票-工業 | 0.45% | — | +0.36% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.45% | -0.35% | -56.91% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.44% | — | — | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.44% | — | -12.22% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.42% | — | -6.86% | |
| 40 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.42% | — | +15.32% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.41% | — | +0.73% | |
| 42 | BA | Boeing Co/the | 股票-工業 | 0.41% | — | +1.07% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.40% | — | -0.14% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.38% | -0.17% | -0.62% | |
| 45 | USB | US Bancorp | 股票-金融 | 0.38% | — | -0.47% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.37% | — | +812.21% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.37% | — | +2.38% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.35% | — | +5.52% | |
| 49 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.35% | — | -5.12% | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.34% | — | -4.18% |