CIK: 0001661149
申報總市值
US$1.2億
僅顯示前 200 大持股（共 377 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 | 6.36% | — | +1.25% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.03% | — | +5.49% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.87% | — | +1.73% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 2.88% | — | +13.25% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.27% | — | -22.94% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.25% | — | -1.47% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.14% | — | +0.27% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.90% | — | +19.57% | |
| 9 | AVDE | Avantis International Equity | ETF-其他 | 1.81% | — | +13.29% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.77% | — | +3.04% | |
| 11 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.65% | — | — | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.57% | — | +2.79% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.51% | — | +2.00% | |
| 14 | HD | Home Depot INC | 股票-循環性消費 | 1.41% | — | +2.90% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.31% | — | +80.81% | |
| 16 | WMT | Walmart INC | 股票-非循環性消費 | 1.26% | — | +0.35% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.99% | — | +0.91% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.97% | — | +9.35% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.92% | — | +2.07% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | — | +3.58% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | — | -12.87% | |
| 22 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.80% | — | -2.40% | |
| 23 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.75% | — | -31.42% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.74% | — | +20.10% | |
| 25 | PEP | Pepsico INC | 股票-非循環性消費 | 0.73% | — | +4.23% | |
| 26 | EVRG | Evergy INC | 股票-公用事業 | 0.69% | — | -1.24% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | — | -0.16% | |
| 28 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.63% | — | -10.10% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.61% | — | +5.40% | |
| 30 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.60% | — | -0.56% | |
| 31 | DE | Deere & Co | 股票-工業 | 0.57% | — | +14.19% | |
| 32 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.57% | — | +132.15% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.56% | — | +4.42% | |
| 34 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.54% | — | +1.31% | |
| 35 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.54% | — | +1.57% | |
| 36 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.52% | — | -3.46% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.51% | — | -4.55% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.51% | — | +87.24% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.50% | — | -0.92% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.48% | — | +173.90% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | — | +7.56% | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.46% | — | +6.54% | |
| 43 | AFL | Aflac INC | 股票-金融 | 0.46% | — | +2.07% | |
| 44 | NFLX | Netflix INC | 股票-通訊服務 | 0.45% | — | +3.92% | |
| 45 | LULU | Lululemon Athletica INC | 股票-循環性消費 | 0.43% | — | +4.82% | |
| 46 | MCO | Moody's CORP | 股票-金融 | 0.42% | — | -6.95% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.42% | — | +27.97% | |
| 48 | DXCM | Dexcom INC | 股票-醫療保健 | 0.41% | — | -0.24% | |
| 49 | CRM | Salesforce INC | 股票-科技 | 0.41% | — | +18.29% | |
| 50 | LKQ | Lkq CORP | 股票-循環性消費 | 0.41% | — | -3.68% |