CIK: 0001997685
申報總市值
US$11.8億
僅顯示前 200 大持股（共 551 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.33% | +0.65% | +29.96% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 11.84% | +0.16% | -1.08% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.54% | -0.81% | -3.17% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.07% | +0.15% | +3.00% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 4.84% | -0.05% | -0.78% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.47% | +0.11% | +3.16% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.95% | — | +200.00% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | +0.02% | +1.70% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.38% | — | +0.59% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.13% | -0.17% | -1.50% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.08% | -0.04% | +0.11% | |
| 12 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 2.05% | +0.04% | -2.56% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.57% | +0.04% | -2.22% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.16% | +0.02% | +0.48% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | +0.07% | -0.52% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.89% | +0.09% | — | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.85% | — | +300.00% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 0.76% | +0.02% | +0.82% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | +0.02% | +2.72% | |
| 20 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.69% | -0.06% | -7.50% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.69% | — | +11228.40% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | +0.02% | +6.27% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.61% | — | — | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | +0.03% | +0.36% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | — | -4.87% | |
| 26 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.48% | — | -13.25% | |
| 27 | WMT | Walmart INC | 股票-非循環性消費 | 0.46% | — | +15.81% | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.43% | +0.03% | — | |
| 29 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.42% | — | +1.73% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.40% | — | -4.71% | |
| 31 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.38% | -0.08% | — | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.36% | — | +15.39% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.35% | — | +13.23% | |
| 34 | DGP | Db Gold Double Long Etn | ETF-避險與商品 | 0.35% | -0.09% | — | |
| 35 | PGR | Progressive CORP | 股票-金融 | 0.33% | — | +1.31% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.33% | +0.15% | -14.15% | |
| 37 | LPX | Louisiana-pacific CORP | 股票-工業 | 0.33% | — | — | |
| 38 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.31% | — | — | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.31% | — | -9.09% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.30% | — | +2304.68% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.30% | — | +9.21% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.29% | — | — | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.29% | — | +1.14% | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.29% | — | — | |
| 45 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.29% | -0.05% | -0.37% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.28% | — | +3.26% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.28% | — | +2.84% | |
| 48 | INTU | Intuit INC | 股票-科技 | 0.28% | — | +3.36% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.27% | — | -1.83% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.27% | +0.02% | +0.62% |