CIK: 0001800513
申報總市值
US$6.6億
僅顯示前 200 大持股（共 1043 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.27% | -0.12% | +0.72% | |
| 2 | ABBV | Abbvie INC | 股票-醫療保健 | 6.26% | -0.03% | +0.75% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.41% | -0.23% | -20.55% | |
| 4 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.72% | -0.42% | -1.35% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.60% | -0.16% | -1.75% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.35% | -0.04% | +4.92% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.10% | -0.10% | -20.67% | |
| 8 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 3.01% | -0.05% | -2.57% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.81% | — | -41.36% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.58% | -0.03% | -0.71% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 2.40% | — | -4.51% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.29% | -0.06% | +0.22% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.98% | -0.11% | -1.10% | |
| 14 | BAX | Baxter International INC | 股票-醫療保健 | 1.83% | -0.04% | +0.56% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.75% | -0.05% | -3.52% | |
| 16 | TSLA | Tesla INC | 股票-循環性消費 | 1.32% | -0.13% | +0.94% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | -0.15% | -0.73% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.29% | — | -0.86% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.26% | -0.05% | -0.52% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.18% | -0.08% | +0.10% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.08% | -0.03% | -1.42% | |
| 22 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-其他 | 0.96% | — | -4.20% | |
| 23 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.95% | — | -0.97% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 0.95% | — | -14.40% | |
| 25 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.93% | — | -0.76% | |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.91% | +1.02% | -3.77% | |
| 27 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.79% | — | -22.69% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.78% | — | — | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.78% | — | -0.18% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.71% | -0.03% | +1.21% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.69% | — | +2.58% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.67% | — | +0.67% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | -0.06% | -3.17% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.66% | — | +18.91% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.63% | — | -1.50% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.62% | — | +5.30% | |
| 37 | XLE | Ss Energy Select Sector | ETF-其他 | 0.61% | — | -53.74% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.60% | — | -3.69% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.58% | — | -0.44% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | — | +1.64% | |
| 41 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.52% | — | -1.07% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.51% | -0.17% | +0.83% | |
| 43 | ✓ | Indexiq ETF Tr | ETF-大型股與成長 | 0.50% | — | +0.07% | |
| 44 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.49% | — | -2.89% | |
| 45 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 0.49% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +4.59% | |
| 47 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.45% | — | -56.41% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.11% | -0.84% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.44% | — | +0.18% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.43% | — | +0.09% |