CIK: 0001950323
申報總市值
US$5.0億
僅顯示前 200 大持股（共 1167 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 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 10.49% | +0.38% | +4.25% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 9.70% | +1.23% | +2.78% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 9.06% | — | +4.99% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 8.85% | -0.83% | +10.10% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.69% | -0.22% | +2.77% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.19% | +0.19% | -0.83% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.72% | +0.06% | -1.94% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.18% | -0.02% | +9.44% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.04% | -0.09% | -1.01% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 3.50% | — | -4.61% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.01% | +0.04% | +3.73% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.49% | -0.15% | +0.64% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.35% | -0.06% | +7.14% | |
| 14 | AAPL | Apple INC | 股票-科技 | 2.07% | -0.24% | +15.70% | |
| 15 | TSLA | Tesla INC | 股票-循環性消費 | 1.85% | -0.06% | -0.63% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.22% | +0.20% | +0.20% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.86% | -0.04% | +4.03% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | +0.16% | +5.48% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.72% | +0.04% | +0.30% | |
| 20 | OKE | Oneok INC | 股票-能源 | 0.71% | — | -0.12% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.63% | — | +16.60% | |
| 22 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 0.62% | — | -3.50% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.48% | +0.11% | +7.09% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.47% | +0.03% | — | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.46% | +0.08% | +1.46% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.43% | +0.64% | +0.08% | |
| 27 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.43% | — | +23.03% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.35% | — | +8.18% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.30% | — | +26.44% | |
| 30 | AFL | Aflac INC | 股票-金融 | 0.27% | — | -34.70% | |
| 31 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.27% | — | -7.29% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.23% | — | +2.11% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.21% | — | +1.61% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.20% | — | +4.00% | |
| 35 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 0.20% | — | -21.62% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.19% | — | +146.95% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.19% | -0.01% | +6.39% | |
| 38 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.18% | — | +1.51% | |
| 39 | SO | Southern Co/the | 股票-公用事業 | 0.17% | — | +0.85% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.16% | +0.01% | +3.29% | |
| 41 | VUG | Vanguard Growth ETF | ETF-其他 | 0.15% | +0.03% | +14.27% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.14% | — | +0.43% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.14% | — | — | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.13% | — | -6.44% | |
| 45 | AMGN | Amgen INC | 股票-醫療保健 | 0.12% | — | +1.98% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.11% | — | +0.29% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.10% | — | -23.40% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.10% | +0.02% | +16.61% | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.09% | — | -3.62% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.09% | — | +10.89% |