CIK: 0001797135
申報總市值
US$2.3億
| # | 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 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.13% | — | +209.94% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 4.81% | -0.23% | +108.01% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.81% | -0.51% | +302.17% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.80% | +0.27% | +114.71% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.27% | -0.51% | +0.62% | |
| 6 | ABBV | Abbvie INC | 股票-醫療保健 | 3.79% | -0.36% | -1.35% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.65% | — | -1.69% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.11% | -0.15% | +197.94% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.94% | — | +108.04% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.72% | -0.15% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.71% | — | +13.34% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.69% | +0.18% | +6.50% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.50% | -0.54% | -1.96% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.40% | -0.63% | +0.00% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.32% | +0.19% | +28.30% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.25% | +0.09% | -0.96% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.10% | -0.27% | -0.73% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.08% | — | -8.72% | |
| 19 | SYK | Stryker CORP | 股票-醫療保健 | 2.05% | -0.16% | +1.06% | |
| 20 | INDA | Ishares Msci India ETF | ETF-其他 | 1.93% | — | +88.56% | |
| 21 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.68% | — | +45.55% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.58% | -0.27% | +2.77% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.55% | — | +192.85% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.46% | -0.09% | -3.55% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.36% | — | -2.44% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 1.34% | -0.38% | +0.04% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.29% | — | -2.22% | |
| 28 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.28% | — | +0.31% | |
| 29 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 1.13% | -0.30% | +25.63% | |
| 30 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.11% | +0.32% | — | |
| 31 | CAT | Caterpillar INC | 股票-工業 | 1.11% | +0.22% | -2.90% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 1.09% | -0.28% | +6.22% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.03% | +0.07% | +0.92% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 1.01% | +0.34% | -2.62% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.94% | — | -0.64% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.77% | -0.12% | +7.04% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.76% | — | -0.51% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | +0.15% | +67.30% | |
| 39 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.71% | — | +11.21% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | -0.17% | +42.13% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.64% | — | +0.93% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.63% | -0.11% | +31.23% | |
| 43 | PANW | Palo Alto Networks INC | 股票-科技 | 0.59% | -0.09% | +161.00% | |
| 44 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.59% | — | +4.30% | |
| 45 | HON | Honeywell International INC | 股票-工業 | 0.58% | +0.10% | +25.14% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.54% | — | -3.23% | |
| 47 | DTE | Dte Energy Company | 股票-公用事業 | 0.53% | — | +304.64% | |
| 48 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.47% | — | -1.66% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.46% | -0.08% | +42.30% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.46% | — | -2.80% |