CIK: 0001697796
申報總市值
US$3.9億
僅顯示前 200 大持股（共 267 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 | 12.90% | -0.37% | -4.08% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 10.33% | -0.11% | -5.92% | |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 9.11% | — | +0.56% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 6.34% | -0.72% | +20.60% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.58% | — | -3.45% | |
| 6 | GWX | State Street Spdr S&p Intern | ETF-其他 | 3.33% | — | -5.74% | |
| 7 | XLE | Ss Energy Select Sector | ETF-其他 | 3.25% | +0.27% | NEW | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.20% | — | -5.53% | |
| 9 | VDE | Vanguard Energy ETF | ETF-其他 | 3.08% | — | -5.73% | |
| 10 | ABBV | Abbvie INC | 股票-醫療保健 | 2.86% | -0.03% | -1.29% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 2.68% | — | -8.76% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 2.45% | -0.07% | -0.79% | |
| 13 | BP | Bp Plc-spons Adr | 股票-能源 | 2.15% | — | -0.74% | |
| 14 | GILD | Gilead Sciences INC | 股票-醫療保健 | 2.04% | — | -3.22% | |
| 15 | XLB | Ss Materials Select Sector | ETF-其他 | 1.95% | — | -4.58% | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.95% | +0.09% | +0.58% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 1.63% | -0.04% | +0.72% | |
| 18 | EWX | State Street Spdr S&p Emergi | ETF-其他 | 1.46% | — | -7.83% | |
| 19 | AMGN | Amgen INC | 股票-醫療保健 | 0.83% | — | -0.48% | |
| 20 | MO | Altria Group INC | 股票-非循環性消費 | 0.81% | +0.08% | +1.73% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.72% | +0.63% | +0.70% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.68% | — | -4.92% | |
| 23 | T | At&t INC | 股票-通訊服務 | 0.60% | — | -1.72% | |
| 24 | AXP | American Express Co | 股票-金融 | 0.51% | -0.24% | -1.03% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.49% | — | — | |
| 26 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.48% | — | +15.94% | |
| 27 | VLO | Valero Energy CORP | 股票-能源 | 0.48% | +0.70% | +0.11% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.45% | — | — | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.41% | — | -0.87% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | — | -1.20% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | -0.07% | +0.47% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.39% | — | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.39% | — | — | |
| 34 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股與成長 | 0.37% | — | -10.89% | |
| 35 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.34% | — | -27.92% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.33% | -0.71% | +7.19% | |
| 37 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股與成長 | 0.33% | — | -19.25% | |
| 38 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.32% | -0.03% | -3.00% | |
| 39 | PSX | Phillips 66 | 股票-能源 | 0.31% | +0.07% | +0.66% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.30% | — | -2.12% | |
| 41 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 0.30% | — | -15.33% | |
| 42 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.29% | — | +0.13% | |
| 43 | EWA | Ishares Msci Australia ETF | ETF-其他 | 0.28% | — | -4.57% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.28% | — | -2.48% | |
| 45 | VFH | Vanguard Financials ETF | ETF-其他 | 0.27% | — | -7.43% | |
| 46 | PFE | Pfizer INC | 股票-醫療保健 | 0.26% | +0.44% | -4.23% | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.25% | -0.11% | -6.92% | |
| 48 | IYT | Ishares US Transportation Et | ETF-其他 | 0.24% | — | -1.64% | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.24% | — | -0.67% | |
| 50 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.23% | — | — |