CIK: 0001950323
申報總市值
US$5.0億
僅顯示前 200 大持股（共 1359 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 12.14% | +1.23% | +5.39% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 10.56% | -0.83% | +3.71% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.63% | -0.22% | +2.56% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.52% | +0.19% | +4.94% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-其他 | 6.08% | +0.20% | +0.42% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.20% | +0.06% | +0.49% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 5.11% | +0.38% | -1.56% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.76% | -0.09% | +10.42% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.25% | +0.04% | +2.04% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.57% | -0.02% | +1.82% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.48% | -0.24% | -2.71% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.44% | -0.15% | +0.16% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.28% | +0.04% | +110.98% | |
| 14 | TSLA | Tesla INC | 股票-循環性消費 | 2.05% | -0.06% | -4.49% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.77% | -0.06% | -0.54% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.34% | +0.03% | +0.59% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.25% | +0.32% | +18.25% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.06% | +0.64% | +1.21% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | — | +0.97% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.97% | +0.11% | +82.13% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.94% | +0.08% | -0.45% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.93% | -0.04% | -0.26% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.80% | +0.16% | +2.13% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.71% | — | +3.87% | |
| 25 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 0.68% | -0.08% | +5.78% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.67% | — | +13.51% | |
| 27 | OKE | Oneok INC | 股票-能源 | 0.61% | — | — | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.40% | +0.01% | +25.84% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.39% | -0.06% | +3.70% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.35% | — | -2.12% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.35% | -0.01% | -11.44% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | — | +2.83% | |
| 33 | BND | Vanguard Total Bond Market | ETF-其他 | 0.25% | — | +92.59% | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.22% | — | +14322.22% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.21% | +0.04% | +20.20% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.19% | -0.09% | +0.42% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.19% | — | — | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.18% | +0.01% | +3.99% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.18% | — | -1.54% | |
| 40 | SO | Southern Co/the | 股票-公用事業 | 0.17% | — | +0.47% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.16% | — | +3.18% | |
| 42 | AFL | Aflac INC | 股票-金融 | 0.16% | — | -9.53% | |
| 43 | VUG | Vanguard Growth ETF | ETF-其他 | 0.16% | +0.03% | +42.69% | |
| 44 | NFLX | Netflix INC | 股票-通訊服務 | 0.16% | -0.04% | +2.98% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.13% | +0.02% | +0.46% | |
| 46 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.12% | — | -17.70% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.12% | — | -13.80% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.11% | +0.01% | +93.99% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.11% | — | +2.88% | |
| 50 | JBHT | Hunt (jb) Transprt Svcs INC | 股票-工業 | 0.10% | +0.03% | +0.14% |