CIK: 0001635633
申報總市值
US$11.8億
僅顯示前 200 大持股（共 514 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 18.77% | +0.62% | -0.23% | |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 11.46% | — | +1.12% | |
| 3 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 10.32% | +2.24% | +0.15% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.59% | +1.44% | -4.41% | |
| 5 | PWR | Quanta Services INC | 股票-工業 | 3.67% | -3.36% | EXIT | |
| 6 | PFG | Principal Financial Group | 股票-金融 | 2.71% | -0.71% | +9.21% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.14% | -2.30% | EXIT | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | — | +0.01% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.42% | — | — | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.41% | +0.11% | +3.01% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.39% | +0.51% | +1.67% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.10% | +0.16% | +0.21% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.06% | +0.06% | +0.11% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.70% | +0.12% | -0.04% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.66% | +0.08% | -1.64% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.65% | +0.31% | +1.64% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.64% | -0.60% | EXIT | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.21% | -0.93% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.62% | EXIT | |
| 20 | WTPI | Wisdomtree Equity Premium In | ETF-其他 | 0.57% | — | -1.57% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.56% | +0.12% | +0.54% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.55% | +0.19% | +912.87% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.49% | — | +0.20% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.45% | — | +2.08% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.42% | +0.09% | +3.00% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | — | +0.76% | |
| 27 | FAST | Fastenal Co | 股票-工業 | 0.38% | +0.18% | -0.07% | |
| 28 | WMT | Walmart INC | 股票-非循環性消費 | 0.33% | — | +0.43% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | — | +4.12% | |
| 30 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.33% | — | — | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.33% | +0.29% | +5.09% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.33% | +0.10% | +0.27% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.31% | — | -0.05% | |
| 34 | TSLA | Tesla INC | 股票-循環性消費 | 0.31% | +0.08% | -9.41% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.30% | — | +0.99% | |
| 36 | SPSC | Sps Commerce INC | 股票-科技 | 0.30% | — | -0.44% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.27% | — | +3.52% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.27% | +0.08% | +7.71% | |
| 39 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股與成長 | 0.26% | — | +0.69% | |
| 40 | PEP | Pepsico INC | 股票-非循環性消費 | 0.25% | — | +4.31% | |
| 41 | IVLU | Ishares Msci International V | ETF-其他 | 0.24% | — | +3.08% | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.23% | — | +4.23% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.23% | — | +0.65% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.22% | +0.16% | +6.35% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.22% | — | -0.75% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.21% | — | -0.17% | |
| 47 | RLY | Ss Multi-asset Real Ret ETF | ETF-其他 | 0.21% | — | -45.40% | |
| 48 | TGT | Target CORP | 股票-循環性消費 | 0.21% | -0.21% | EXIT | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.20% | — | +21.98% | |
| 50 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.19% | — | +4.60% |