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 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.39% | +0.27% | +28.79% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 4.97% | -0.23% | +6.05% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.89% | -0.51% | +1.15% | |
| 4 | ABBV | Abbvie INC | 股票-醫療保健 | 4.70% | -0.36% | -0.07% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.96% | — | -13.43% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.80% | +0.18% | +27.14% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.77% | -0.51% | -0.44% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.57% | — | -3.93% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.31% | -0.15% | +4.57% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | -0.72% | -0.89% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.88% | — | +7.61% | |
| 12 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.84% | -0.54% | -0.66% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.57% | -0.63% | -0.01% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.38% | — | -12.63% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.37% | -0.27% | -0.60% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 2.27% | +0.32% | +18.53% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 2.12% | -0.38% | -1.72% | |
| 18 | INDA | Ishares Msci India ETF | ETF-其他 | 1.97% | — | +6.51% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.97% | +0.19% | +6.52% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.95% | — | +7.33% | |
| 21 | SYK | Stryker CORP | 股票-醫療保健 | 1.91% | -0.16% | +0.38% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.88% | +0.09% | +0.65% | |
| 23 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 1.82% | -0.30% | +42.96% | |
| 24 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.72% | — | +3.11% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.54% | -0.27% | +0.22% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.53% | -0.09% | -0.57% | |
| 27 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.48% | — | +1.04% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.37% | — | -0.51% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.30% | — | -2.26% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.26% | — | -7.08% | |
| 31 | CAT | Caterpillar INC | 股票-工業 | 1.20% | +0.22% | -3.11% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.98% | +0.34% | +5.85% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.95% | +0.07% | +1.80% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.89% | — | -0.02% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | -0.12% | -0.43% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.84% | — | +6.49% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.77% | -0.17% | +2.88% | |
| 38 | CRM | Salesforce INC | 股票-科技 | 0.74% | -0.28% | +0.16% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.71% | — | -5.00% | |
| 40 | PANW | Palo Alto Networks INC | 股票-科技 | 0.69% | -0.09% | +2.65% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.55% | — | -0.51% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | -0.11% | — | |
| 43 | HON | Honeywell International INC | 股票-工業 | 0.55% | +0.10% | -1.03% | |
| 44 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.53% | — | +4.87% | |
| 45 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.51% | — | — | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | -0.08% | +10.39% | |
| 47 | AMAT | Applied Materials INC | 股票-科技 | 0.48% | +0.18% | -4.98% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.42% | -0.18% | -0.65% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.39% | +0.13% | -23.04% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | +0.15% | -6.40% |