CIK: 0001767580
申報總市值
US$13.8億
僅顯示前 200 大持股（共 466 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 | 8.74% | -1.74% | +2.38% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 7.07% | -2.53% | +22.60% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.42% | -1.07% | +4.20% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 5.09% | -0.27% | +21.20% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.75% | -0.62% | +1.53% | |
| 6 | CLIP | Global X 1-3 Month T-bill | ETF-其他 | 3.55% | -2.84% | +18.72% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.17% | — | -0.66% | |
| 8 | BASG | Brown Adviso Sustain Gro ETF | ETF-其他 | 3.01% | -2.64% | EXIT | |
| 9 | NOC | Northrop Grumman CORP | 股票-工業 | 2.56% | +0.17% | +3.42% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.34% | — | +4.53% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.08% | -0.52% | +10.84% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | -0.53% | +6.79% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.67% | — | +46.99% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.62% | -0.29% | +8.85% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.59% | — | +1.51% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.48% | — | -13.63% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.96% | — | +10.14% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.90% | — | -14.77% | |
| 19 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 0.83% | — | +13.01% | |
| 20 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 0.81% | +2.73% | +5.75% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | +0.04% | +275.65% | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.75% | — | +169.77% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.70% | — | +0.42% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.70% | +0.29% | -6.07% | |
| 25 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.69% | — | +9.50% | |
| 26 | ISPY | Proshares S&p High Incom ETF | ETF-其他 | 0.62% | — | -5.32% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.60% | — | +7.50% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.57% | — | +7.57% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +1.21% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.55% | — | +12.32% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.47% | — | -34.32% | |
| 32 | GPIQ | Gs Nasdaq-100 Pr INC Etf-usd | ETF-科技型 | 0.47% | — | +12.97% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.44% | -0.38% | -0.07% | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.42% | — | +16.61% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.41% | -0.39% | -2.90% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.40% | — | +11.57% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.38% | — | -15.18% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.38% | — | +1.63% | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.36% | — | -0.20% | |
| 40 | ABBV | Abbvie INC | 股票-醫療保健 | 0.35% | — | +5.18% | |
| 41 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.35% | — | +7.71% | |
| 42 | TSLA | Tesla INC | 股票-循環性消費 | 0.34% | — | +2.03% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.34% | — | -2.11% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.34% | — | -14.96% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.34% | — | +0.74% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.32% | — | -1.00% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | — | +4.77% | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.32% | — | +11.16% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.31% | — | +0.24% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.30% | -0.26% | -1.80% |