CIK: 0001950323
申報總市值
US$5.0億
僅顯示前 200 大持股（共 1491 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 | 13.22% | +1.23% | +5.31% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 10.85% | -0.83% | +5.93% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.60% | -0.22% | +3.08% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.17% | +0.19% | +3.89% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-其他 | 5.78% | +0.20% | +7.11% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 5.22% | +0.38% | +2.23% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.66% | +0.06% | +0.30% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.63% | -0.09% | +3.84% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.01% | +0.04% | +0.28% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.41% | -0.02% | +3.03% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.44% | -0.24% | -0.21% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.31% | +0.04% | -0.52% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.30% | -0.15% | -0.42% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.78% | +0.32% | +37.61% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.61% | -0.06% | -0.19% | |
| 16 | TSLA | Tesla INC | 股票-循環性消費 | 1.57% | -0.06% | -2.47% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.51% | +0.03% | +22.92% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | — | +13.35% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.92% | +0.64% | +2.53% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.91% | +0.08% | +1.07% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.84% | +0.11% | -4.24% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.82% | -0.04% | +2.77% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | +0.16% | +10.28% | |
| 24 | OKE | Oneok INC | 股票-能源 | 0.70% | — | +2.72% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.70% | — | +5.23% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.64% | — | +1.12% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.40% | +0.01% | +0.57% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.40% | -0.01% | +5.12% | |
| 29 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 0.39% | -0.08% | -4.87% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.32% | — | +1.88% | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.30% | — | +11.04% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.28% | -0.06% | +2.67% | |
| 33 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.28% | -0.11% | -24.86% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.25% | — | +3.09% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.24% | +0.04% | +41.81% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.23% | -0.09% | +14.46% | |
| 37 | CB | Chubb Limited | 股票-金融 | 0.21% | — | +2350.85% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.21% | +0.01% | +16.53% | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.20% | — | — | |
| 40 | VTV | Vanguard Value ETF | ETF-其他 | 0.18% | +0.02% | +51.65% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.17% | — | +291.31% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.16% | — | +63.93% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.16% | — | — | |
| 44 | SO | Southern Co/the | 股票-公用事業 | 0.16% | — | +0.49% | |
| 45 | GEV | GE Vernova INC | 股票-工業 | 0.15% | +0.02% | +0.40% | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.15% | +0.03% | +13.67% | |
| 47 | GE | General Electric | 股票-工業 | 0.15% | — | -2.66% | |
| 48 | JBHT | Hunt (jb) Transprt Svcs INC | 股票-工業 | 0.14% | +0.03% | +0.10% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.11% | — | +12.49% | |
| 50 | NFLX | Netflix INC | 股票-通訊服務 | 0.11% | -0.04% | -0.13% |