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 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 5.12% | -0.23% | +4.61% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 4.84% | — | -0.32% | |
| 3 | ABBV | Abbvie INC | 股票-醫療保健 | 4.48% | -0.36% | +0.26% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.45% | -0.51% | +2.95% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.35% | +0.27% | -15.36% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.66% | -0.51% | -3.47% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.46% | — | +1.28% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.15% | -0.15% | +6.34% | |
| 9 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.95% | -0.54% | +0.48% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.93% | — | +8.14% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.71% | — | +1.69% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.71% | +0.18% | -6.85% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.54% | -0.72% | +0.10% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.49% | +0.19% | +4.96% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.24% | +0.09% | -3.74% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.22% | — | +5.15% | |
| 17 | SYK | Stryker CORP | 股票-醫療保健 | 2.14% | -0.16% | +1.03% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.11% | -0.27% | -1.94% | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 2.06% | +0.32% | +82.88% | |
| 20 | INDA | Ishares Msci India ETF | ETF-其他 | 2.01% | — | +6.70% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.94% | -0.63% | -0.92% | |
| 22 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.94% | — | +12.97% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.75% | -0.27% | -0.47% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.55% | — | -2.00% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.37% | -0.09% | -1.78% | |
| 26 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.32% | — | +1.98% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.26% | — | -1.23% | |
| 28 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 1.22% | -0.30% | +3.68% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.21% | +0.34% | +3.06% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 1.17% | -0.38% | +3.74% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.16% | — | -0.29% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.11% | +0.07% | +5.70% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.00% | — | -1.22% | |
| 34 | CAT | Caterpillar INC | 股票-工業 | 0.95% | +0.22% | -5.93% | |
| 35 | CRM | Salesforce INC | 股票-科技 | 0.90% | -0.28% | +2.45% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.80% | -0.17% | +9.38% | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.79% | — | +6.03% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.78% | -0.12% | +2.06% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.69% | — | +5.65% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.68% | — | -0.60% | |
| 41 | HON | Honeywell International INC | 股票-工業 | 0.59% | +0.10% | +8.79% | |
| 42 | PANW | Palo Alto Networks INC | 股票-科技 | 0.58% | -0.09% | +3.92% | |
| 43 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.52% | — | +16.04% | |
| 44 | PEP | Pepsico INC | 股票-非循環性消費 | 0.51% | — | +13.48% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.51% | — | — | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.50% | -0.11% | -29.06% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | +0.13% | +1.31% | |
| 48 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.50% | — | -2.97% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | +0.15% | -41.27% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.45% | -0.08% | +19.01% |