CIK: 0001635633
申報總市值
US$11.8億
僅顯示前 200 大持股（共 479 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 | 20.86% | +0.62% | +0.85% | |
| 2 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 12.14% | +2.24% | -0.66% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 6.89% | — | +3.82% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 5.14% | +1.44% | -4.61% | |
| 5 | PFG | Principal Financial Group | 股票-金融 | 2.57% | -0.71% | -0.05% | |
| 6 | PWR | Quanta Services INC | 股票-工業 | 2.46% | -3.36% | EXIT | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.25% | -2.30% | EXIT | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | +0.51% | -0.27% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.67% | — | — | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.48% | +0.16% | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | — | -1.31% | |
| 12 | IVLU | Ishares Msci International V | ETF-其他 | 1.32% | — | +1.29% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.17% | +0.06% | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.06% | +0.16% | -0.15% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | +0.31% | -1.43% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.91% | +0.12% | -0.15% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 0.87% | +0.19% | -1.72% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.81% | — | +28.63% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.71% | +0.12% | +0.23% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.71% | +0.08% | -1.65% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.70% | +0.11% | +2.00% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.66% | -0.60% | EXIT | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.21% | -0.13% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.62% | EXIT | |
| 25 | WTPI | Wisdomtree Equity Premium In | ETF-其他 | 0.60% | — | -0.49% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.56% | +0.09% | -0.22% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | — | -1.28% | |
| 28 | FAST | Fastenal Co | 股票-工業 | 0.51% | +0.18% | -1.89% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.51% | — | +27.96% | |
| 30 | WMT | Walmart INC | 股票-非循環性消費 | 0.48% | — | -0.68% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.47% | — | -1.75% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.45% | +0.10% | +1.27% | |
| 33 | TSLA | Tesla INC | 股票-循環性消費 | 0.44% | +0.08% | -0.02% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | — | -2.24% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.35% | — | -0.48% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.33% | — | -3.87% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.33% | — | -5.36% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.33% | — | -0.59% | |
| 39 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.30% | — | -0.36% | |
| 40 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.25% | — | -0.98% | |
| 41 | CAT | Caterpillar INC | 股票-工業 | 0.23% | +0.14% | -4.36% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.23% | — | -1.14% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.23% | — | +0.45% | |
| 44 | GS | Goldman Sachs Group INC | 股票-金融 | 0.23% | — | -0.15% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.23% | +0.08% | +2.11% | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.23% | — | -0.87% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.23% | — | -1.79% | |
| 48 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.22% | +0.29% | +20.06% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.22% | — | -0.90% | |
| 50 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.21% | — | — |