CIK: 0001766506
申報總市值
US$6.8億
僅顯示前 200 大持股（共 323 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 | 3.74% | — | -1.97% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.62% | — | -2.98% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.54% | — | -0.45% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.26% | — | +12.07% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.89% | — | +15.09% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.86% | — | +6.91% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.76% | — | -0.40% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.69% | — | -1.42% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.53% | — | +1.79% | |
| 10 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 2.38% | — | +9.58% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.35% | — | -5.15% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.08% | — | +7.47% | |
| 13 | UPS | United Parcel Service-cl B | 股票-工業 | 1.95% | — | -0.94% | |
| 14 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.86% | — | +3.17% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.85% | — | +0.00% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.84% | — | -0.89% | |
| 17 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.64% | — | +0.19% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.38% | — | -3.30% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.27% | — | -2.99% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.08% | — | -26.91% | |
| 21 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.00% | — | -4.41% | |
| 22 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.89% | — | -1.05% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | — | +1.78% | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.83% | — | -1.83% | |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.82% | — | -37.68% | |
| 26 | HD | Home Depot INC | 股票-循環性消費 | 0.78% | — | +0.78% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.77% | — | +25.01% | |
| 28 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 0.73% | — | — | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.73% | — | -19.77% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.71% | — | — | |
| 31 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.70% | — | -0.88% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | — | -4.10% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | — | -2.96% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.62% | — | -3.09% | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.61% | — | +0.01% | |
| 36 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.61% | — | -1.33% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.57% | — | +1.43% | |
| 38 | MU | Micron Technology INC | 股票-科技 | 0.56% | — | -2.59% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.55% | — | +1.80% | |
| 40 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.54% | — | -0.18% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.54% | — | -3.39% | |
| 42 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 股票-其他 | 0.53% | — | — | |
| 43 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.52% | — | -1.90% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.50% | — | -26.69% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.50% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.50% | — | -0.10% | |
| 47 | ABBV | Abbvie INC | 股票-醫療保健 | 0.48% | — | -2.46% | |
| 48 | MRO* | Marathon Oil CORP | 股票-其他 | 0.48% | — | -0.14% | |
| 49 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.48% | — | — | |
| 50 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.47% | — | +0.46% |