CIK: 0001766506
申報總市值
US$6.8億
僅顯示前 200 大持股（共 310 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 | 3.82% | — | +0.43% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.66% | — | +0.27% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.60% | — | +11.32% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 3.35% | — | +12.53% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.23% | — | -1.83% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | — | +1.03% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.96% | — | +5.40% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.68% | — | +4.34% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.56% | — | +6.17% | |
| 10 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 2.50% | — | +8.24% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.49% | — | +5.51% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.29% | — | +12.36% | |
| 13 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.94% | — | +6.95% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.84% | — | +5.24% | |
| 15 | UPS | United Parcel Service-cl B | 股票-工業 | 1.76% | — | -1.31% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.67% | — | +0.62% | |
| 17 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.50% | — | -0.12% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.45% | — | +3.37% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.23% | — | -4.02% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.07% | — | +4.56% | |
| 21 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.92% | — | -0.15% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | — | -0.09% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.88% | — | +10.05% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.86% | — | -20.64% | |
| 25 | HD | Home Depot INC | 股票-循環性消費 | 0.85% | — | +4.18% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.81% | — | +4.25% | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.77% | — | +1.39% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.76% | — | +1.52% | |
| 29 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 0.76% | — | -0.35% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.73% | — | -0.02% | |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.64% | — | -10.96% | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.63% | — | -3.08% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | — | +2.05% | |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.60% | — | -26.55% | |
| 35 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.60% | — | +5.17% | |
| 36 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.58% | — | +10.81% | |
| 37 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 股票-其他 | 0.58% | — | +20.20% | |
| 38 | MU | Micron Technology INC | 股票-科技 | 0.55% | — | -13.94% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.54% | — | -1.43% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | — | -0.12% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | — | +2.52% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.49% | — | +0.00% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | — | -0.26% | |
| 44 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.48% | — | -0.65% | |
| 45 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.47% | — | — | |
| 46 | ABBV | Abbvie INC | 股票-醫療保健 | 0.46% | — | +1.70% | |
| 47 | USB | US Bancorp | 股票-金融 | 0.45% | — | -0.47% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.45% | — | -6.46% | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.45% | — | -1.17% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.44% | — | -13.31% |