CIK: 0001997685
申報總市值
US$11.8億
僅顯示前 200 大持股（共 585 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 | 11.19% | +0.65% | +3.59% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 11.17% | +0.16% | +0.60% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.09% | -0.81% | -1.21% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.07% | +0.15% | +0.42% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 4.67% | -0.05% | +0.82% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.80% | +0.69% | +20.57% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.05% | +0.11% | -0.76% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.88% | — | — | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | +0.02% | +0.68% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.28% | — | +1.28% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.11% | -0.04% | +3.78% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.95% | -0.17% | -1.76% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.74% | +0.04% | +1.29% | |
| 14 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 1.62% | +0.04% | -3.54% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.23% | +0.07% | +1.02% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.10% | +0.02% | +0.76% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 0.95% | +0.02% | -0.31% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.86% | +0.09% | — | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.84% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.79% | +0.03% | — | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | +0.02% | +0.62% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | +0.02% | +0.86% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.67% | — | — | |
| 24 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.62% | -0.06% | -1.68% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | +0.15% | +11.79% | |
| 26 | COMP | Compass INC - Class A | 股票-房地產 | 0.55% | — | — | |
| 27 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.54% | — | -0.85% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.52% | — | — | |
| 29 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.48% | -0.08% | — | |
| 30 | DGP | Db Gold Double Long Etn | ETF-避險與商品 | 0.48% | -0.09% | — | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | — | -0.63% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.47% | — | +3.52% | |
| 33 | WMT | Walmart INC | 股票-非循環性消費 | 0.45% | — | +1.02% | |
| 34 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.44% | — | -0.08% | |
| 35 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.41% | — | — | |
| 36 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.36% | -0.05% | — | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.33% | +0.02% | +0.49% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.32% | — | — | |
| 39 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.31% | +0.03% | — | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.31% | — | +0.93% | |
| 41 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.31% | — | — | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.31% | — | -1.96% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.31% | — | +1.70% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.30% | — | +1.41% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.30% | — | -1.17% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.29% | — | — | |
| 47 | PGR | Progressive CORP | 股票-金融 | 0.28% | — | -0.05% | |
| 48 | NFLX | Netflix INC | 股票-通訊服務 | 0.28% | — | +0.39% | |
| 49 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.28% | — | — | |
| 50 | INTU | Intuit INC | 股票-科技 | 0.27% | — | -0.09% |