CIK: 0001767580
申報總市值
US$13.8億
僅顯示前 200 大持股（共 383 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 9.28% | -1.74% | +26.50% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.68% | -1.07% | -11.54% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 4.86% | +0.14% | +4.92% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.81% | — | +12.64% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.72% | -0.62% | -15.65% | |
| 6 | NOC | Northrop Grumman CORP | 股票-工業 | 2.59% | +0.17% | +0.74% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.40% | -2.53% | -62.75% | |
| 8 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 1.85% | — | +6.65% | |
| 9 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.84% | — | +8.06% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.74% | +0.29% | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | -0.53% | +7.15% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.69% | — | +108.53% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.60% | -0.29% | +6.96% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.54% | — | -1.33% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.51% | — | +30.33% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.39% | — | +5.74% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.27% | -0.52% | +4.81% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.20% | — | +21.88% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.17% | -0.27% | -3.22% | |
| 20 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.11% | +2.73% | -0.48% | |
| 21 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.03% | — | — | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.02% | — | +40.28% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.90% | — | +10.15% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.84% | — | +54.13% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.68% | — | -67.48% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.68% | — | +20.74% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.67% | -0.17% | +19.34% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.67% | — | +21.40% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.67% | — | +6.76% | |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.66% | — | +3.65% | |
| 31 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.64% | — | +203.66% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.63% | — | +21.99% | |
| 33 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 0.62% | — | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.59% | — | +1.28% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.56% | — | +11.97% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.54% | -0.38% | +0.36% | |
| 37 | CRL | Charles River Laboratories | 股票-醫療保健 | 0.45% | — | -0.01% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.44% | -0.39% | -4.21% | |
| 39 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.44% | — | +143.90% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | — | +16.12% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | — | +17.58% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.41% | — | +12.18% | |
| 43 | DHR | Danaher CORP | 股票-醫療保健 | 0.40% | — | +0.60% | |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.39% | — | +113.86% | |
| 45 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 0.38% | — | +21.20% | |
| 46 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.38% | — | +7.55% | |
| 47 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.37% | — | +6.31% | |
| 48 | CACI | Caci International INC -cl A | 股票-科技 | 0.37% | — | +12.91% | |
| 49 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.36% | -0.26% | EXIT | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | +8.15% |