CIK: 0001767580
申報總市值
US$13.8億
僅顯示前 200 大持股（共 385 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 | 9.02% | -1.74% | -1.97% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.19% | -1.07% | -4.12% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 4.57% | +0.14% | -0.29% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.13% | -0.62% | +12.03% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.76% | — | +6.53% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.33% | -2.53% | +1.76% | |
| 7 | NOC | Northrop Grumman CORP | 股票-工業 | 2.24% | +0.17% | -0.21% | |
| 8 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.01% | — | +14.65% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.88% | -0.27% | +68.72% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.53% | +7.23% | |
| 11 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 1.80% | — | +2.17% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.75% | — | +17.15% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.67% | -0.29% | +1.05% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.66% | — | +3.86% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.62% | — | +790.89% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.59% | — | +5.55% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.57% | +0.29% | -1.71% | |
| 18 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 股票-其他 | 1.43% | — | — | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.30% | -0.52% | +8.61% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.26% | — | +5.34% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.21% | — | +25.32% | |
| 22 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.08% | +2.73% | -6.64% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.96% | — | +5.36% | |
| 24 | TDVI | Ft Vest Technology Dividend | ETF-科技型 | 0.89% | — | — | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.80% | — | +3.40% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.72% | -0.17% | +4.18% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.69% | — | +3.70% | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.67% | — | +9.34% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | — | +3.31% | |
| 30 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.65% | — | +3.89% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.63% | — | +17.60% | |
| 32 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 0.60% | — | -3.63% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.59% | — | -6.94% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.57% | — | -9.86% | |
| 35 | XLF | Ss Financial Select Sector | ETF-其他 | 0.55% | — | — | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.50% | -0.38% | -1.59% | |
| 37 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.50% | — | +20.27% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.47% | — | +3.51% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.45% | -0.39% | -2.88% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | +29.70% | |
| 41 | MRVL | Marvell Technology INC | 股票-科技 | 0.42% | — | +193.39% | |
| 42 | DHR | Danaher CORP | 股票-醫療保健 | 0.38% | — | +1.41% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | -6.99% | |
| 44 | CRL | Charles River Laboratories | 股票-醫療保健 | 0.37% | — | +15.37% | |
| 45 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 0.37% | — | -6.02% | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.36% | — | +1.53% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | — | -2.92% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.36% | — | +9.22% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.35% | — | +5.97% | |
| 50 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.35% | -0.26% | EXIT |