CIK: 0001767580
申報總市值
US$13.8億
僅顯示前 200 大持股（共 407 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 | 11.17% | -1.74% | +4.37% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.31% | -1.07% | +1.16% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.56% | -0.62% | +8.92% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.98% | +0.14% | -19.52% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.61% | -2.53% | -0.02% | |
| 6 | NOC | Northrop Grumman CORP | 股票-工業 | 2.56% | +0.17% | +0.07% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.52% | +0.29% | +2.57% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.42% | -0.29% | +6.01% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.17% | -0.27% | -7.85% | |
| 10 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.10% | — | -5.76% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.06% | — | -34.19% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.95% | — | -0.62% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.90% | -0.53% | +0.23% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.86% | — | -0.02% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.52% | — | -20.77% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.37% | — | -0.89% | |
| 17 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.27% | +2.73% | +1.05% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.14% | — | -47.48% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.13% | — | +12.88% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.11% | — | -4.49% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.10% | -0.52% | -33.49% | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.80% | — | +4.58% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.79% | — | +17.89% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.77% | — | +4.95% | |
| 25 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.73% | — | -48.68% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.67% | — | +4.90% | |
| 27 | ISPY | Proshares S&p High Incom ETF | ETF-其他 | 0.57% | — | +66.69% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | +4.34% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.53% | -0.38% | +99.43% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.51% | — | +7.22% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.50% | -0.39% | -2.50% | |
| 32 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.50% | — | +21.22% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | — | +4.44% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.48% | — | +73.59% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.48% | — | +4.70% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.45% | — | +5.56% | |
| 37 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.45% | — | -13.83% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.42% | — | +12.55% | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.41% | — | +8.74% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | — | -6.30% | |
| 41 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.40% | — | +7.04% | |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.39% | -0.26% | EXIT | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.39% | — | +1.37% | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.38% | — | +4.01% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | -18.94% | |
| 46 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.37% | — | +29.10% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.36% | — | +17.69% | |
| 48 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.36% | — | -23.66% | |
| 49 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 0.36% | — | -34.63% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.35% | — | -50.29% |