CIK: 0001950323
申報總市值
US$5.0億
僅顯示前 200 大持股（共 1430 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 | 12.51% | +1.23% | +8.90% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 10.62% | -0.83% | +7.91% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.41% | -0.22% | -0.47% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.42% | +0.19% | +2.87% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-其他 | 5.86% | +0.20% | +0.77% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 5.07% | +0.38% | +3.97% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.02% | +0.06% | +0.97% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.82% | -0.09% | +5.67% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.06% | +0.04% | +0.59% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.56% | -0.02% | +4.40% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.69% | -0.24% | +8.70% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.51% | +0.04% | +15.37% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.36% | -0.15% | +0.72% | |
| 14 | TSLA | Tesla INC | 股票-循環性消費 | 2.00% | -0.06% | +3.04% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.65% | -0.06% | +0.44% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.40% | +0.32% | +16.27% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.32% | +0.03% | +3.02% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.03% | +0.64% | -0.49% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.96% | +0.11% | +3.53% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.94% | — | +2.76% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.91% | +0.08% | +0.51% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.86% | +0.16% | +23.85% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.82% | -0.04% | -2.17% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.76% | — | +14.64% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.66% | — | -1.85% | |
| 26 | OKE | Oneok INC | 股票-能源 | 0.57% | — | — | |
| 27 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 0.55% | -0.08% | +11.87% | |
| 28 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.46% | -0.11% | +833.84% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.45% | +0.01% | -7.61% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.43% | -0.01% | +2.21% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.33% | -0.06% | +0.33% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.32% | — | -5.69% | |
| 33 | BND | Vanguard Total Bond Market | ETF-其他 | 0.28% | — | +19.28% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | — | +2.61% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.22% | — | — | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.21% | -0.09% | +15.80% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.19% | +0.01% | +13.66% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.18% | +0.04% | -10.53% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.18% | — | — | |
| 40 | GE | General Electric | 股票-工業 | 0.17% | — | +385.03% | |
| 41 | VUG | Vanguard Growth ETF | ETF-其他 | 0.15% | +0.03% | +0.15% | |
| 42 | SO | Southern Co/the | 股票-公用事業 | 0.15% | — | +0.48% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.14% | — | -8.10% | |
| 44 | JBHT | Hunt (jb) Transprt Svcs INC | 股票-工業 | 0.13% | +0.03% | +0.20% | |
| 45 | AFL | Aflac INC | 股票-金融 | 0.13% | — | -11.77% | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.12% | +0.02% | -7.15% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.12% | — | -17.43% | |
| 48 | GEV | GE Vernova INC | 股票-工業 | 0.12% | +0.02% | +244.09% | |
| 49 | NFLX | Netflix INC | 股票-通訊服務 | 0.11% | -0.04% | +902.70% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.11% | — | +1.20% |