CIK: 0001905128
申報總市值
US$11.3億
僅顯示前 200 大持股（共 286 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 | 12.94% | +0.10% | -2.06% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.62% | +0.55% | +78.79% | |
| 3 | IDA | Idacorp INC | 股票-公用事業 | 6.01% | — | +13.73% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.19% | +0.93% | -0.17% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.62% | — | +4.60% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.26% | +0.34% | +3.32% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.03% | — | +45.39% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 3.89% | — | +291.66% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.83% | +0.32% | -0.16% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.86% | — | +2.40% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.56% | — | +3.33% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.19% | — | +32.37% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.05% | — | +26.49% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.96% | — | +16.58% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.47% | — | -9.20% | |
| 16 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.33% | — | +70.74% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.18% | — | +11.99% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.50% | -9.49% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.93% | -0.30% | -16.08% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.93% | — | +16.97% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.84% | -0.30% | -6.79% | |
| 22 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.70% | — | +48.58% | |
| 23 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.67% | — | -8.01% | |
| 24 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.59% | -0.05% | -4.94% | |
| 25 | CB | Chubb Limited | 股票-金融 | 0.56% | — | -6.98% | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.55% | -0.09% | -7.28% | |
| 27 | LIN | Linde plc | 股票-原物料 | 0.54% | — | -10.76% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.51% | — | -2.67% | |
| 29 | HON | Honeywell International INC | 股票-工業 | 0.50% | — | -6.52% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | -0.15% | -8.59% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.44% | -0.03% | -13.53% | |
| 32 | PEP | Pepsico INC | 股票-非循環性消費 | 0.42% | — | -6.75% | |
| 33 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.42% | — | +12.20% | |
| 34 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.41% | — | +43.50% | |
| 35 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.41% | -0.04% | -15.65% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.41% | — | -4.28% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | -0.12% | -12.28% | |
| 38 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.40% | — | +12.51% | |
| 39 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.39% | -0.17% | -21.21% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.38% | — | +37.15% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.36% | — | -6.83% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.36% | — | -1.87% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.35% | — | -10.16% | |
| 44 | KLAC | Kla CORP | 股票-科技 | 0.35% | — | -5.28% | |
| 45 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.34% | — | +16.60% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.33% | -0.03% | -61.58% | |
| 47 | DE | Deere & Co | 股票-工業 | 0.33% | — | -3.88% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.33% | — | +2.42% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.33% | -0.03% | -2.88% | |
| 50 | CMI | Cummins INC | 股票-工業 | 0.33% | -0.04% | -0.65% |