CIK: 0001697796
申報總市值
US$3.9億
僅顯示前 200 大持股（共 275 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 | 11.18% | -0.37% | +0.19% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 9.70% | -0.11% | +2.45% | |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 9.09% | — | +1.77% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 6.30% | -0.72% | -6.74% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.83% | — | +2.04% | |
| 6 | XLE | Ss Energy Select Sector | ETF-其他 | 3.63% | +0.27% | NEW | |
| 7 | GWX | State Street Spdr S&p Intern | ETF-其他 | 3.57% | — | +0.39% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.54% | — | +1.86% | |
| 9 | VDE | Vanguard Energy ETF | ETF-其他 | 3.31% | — | -2.25% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 3.01% | — | +0.41% | |
| 11 | ABBV | Abbvie INC | 股票-醫療保健 | 2.88% | -0.03% | +0.59% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 2.41% | -0.07% | +0.59% | |
| 13 | BP | Bp Plc-spons Adr | 股票-能源 | 2.18% | — | +1.24% | |
| 14 | XLB | Ss Materials Select Sector | ETF-其他 | 2.08% | — | -0.00% | |
| 15 | GILD | Gilead Sciences INC | 股票-醫療保健 | 1.96% | — | +1.80% | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.88% | +0.09% | +2.56% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 1.74% | -0.04% | +4.91% | |
| 18 | EWX | State Street Spdr S&p Emergi | ETF-其他 | 1.70% | — | +1.10% | |
| 19 | MO | Altria Group INC | 股票-非循環性消費 | 0.76% | +0.08% | +19.66% | |
| 20 | AMGN | Amgen INC | 股票-醫療保健 | 0.75% | — | +0.72% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.73% | — | +0.81% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.72% | +0.63% | +1.57% | |
| 23 | T | At&t INC | 股票-通訊服務 | 0.59% | — | +104.18% | |
| 24 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.51% | — | -0.76% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.50% | — | +1.37% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.48% | -0.24% | +0.33% | |
| 27 | VLO | Valero Energy CORP | 股票-能源 | 0.47% | +0.70% | +1.22% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.42% | — | — | |
| 29 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.42% | — | +0.55% | |
| 30 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股與成長 | 0.40% | — | — | |
| 31 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股與成長 | 0.40% | — | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.39% | — | +1.89% | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.39% | — | +0.58% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.39% | — | +0.29% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | -0.07% | +2.52% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.37% | — | +0.46% | |
| 37 | ADBE | Adobe INC | 股票-科技 | 0.34% | -0.40% | EXIT | |
| 38 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 0.33% | — | +39.38% | |
| 39 | PSX | Phillips 66 | 股票-能源 | 0.31% | +0.07% | +0.66% | |
| 40 | EWA | Ishares Msci Australia ETF | ETF-其他 | 0.30% | — | +1.93% | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.30% | — | +3.72% | |
| 42 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.30% | -0.03% | — | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.29% | -0.71% | +4.12% | |
| 44 | VFH | Vanguard Financials ETF | ETF-其他 | 0.29% | — | — | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.28% | — | +7.45% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.27% | — | +0.43% | |
| 47 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.24% | — | +0.67% | |
| 48 | PM | Philip Morris International | 股票-非循環性消費 | 0.24% | — | — | |
| 49 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.23% | — | +4.20% | |
| 50 | PFE | Pfizer INC | 股票-醫療保健 | 0.23% | +0.44% | +0.24% |