CIK: 0001766506
申報總市值
US$6.8億
僅顯示前 200 大持股（共 347 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 | NVDA | Nvidia CORP | 股票-科技 | 5.90% | — | -0.09% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.66% | — | +1.83% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 3.37% | — | +2.06% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.13% | — | -0.94% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | — | -0.52% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.93% | — | -2.73% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.87% | — | +1.48% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.52% | — | +3.57% | |
| 9 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 2.47% | — | +2.58% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.36% | — | +0.67% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.26% | — | +0.62% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.16% | — | +2.58% | |
| 13 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.92% | — | +2.30% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.74% | — | -1.55% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.62% | — | +1.25% | |
| 16 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.59% | — | -0.30% | |
| 17 | UPS | United Parcel Service-cl B | 股票-工業 | 1.46% | — | -0.93% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.42% | — | +2.29% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.19% | — | -0.88% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.03% | — | +3.31% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | — | +1.34% | |
| 22 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.91% | — | +0.44% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.87% | — | +2.24% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.86% | — | +3.90% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.82% | — | +2.45% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.78% | — | -4.79% | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.77% | — | -4.55% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.71% | — | -0.07% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.71% | — | +0.75% | |
| 30 | MU | Micron Technology INC | 股票-科技 | 0.69% | — | +2.94% | |
| 31 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 0.67% | — | — | |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.64% | — | -2.61% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.63% | — | +0.92% | |
| 34 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.58% | — | -3.74% | |
| 35 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.58% | — | +2.36% | |
| 36 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.58% | — | +0.02% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.57% | — | -1.57% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | — | +0.44% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.53% | — | — | |
| 40 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.53% | — | +0.31% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.50% | — | +6.22% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | — | -0.12% | |
| 43 | ABBV | Abbvie INC | 股票-醫療保健 | 0.49% | — | +1.62% | |
| 44 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.48% | — | +0.61% | |
| 45 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 股票-其他 | 0.47% | — | -7.92% | |
| 46 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.46% | — | — | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.45% | — | +0.09% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.43% | — | +1.35% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.42% | — | +0.58% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.41% | — | — |