CIK: 0001802132
申報總市值
US$1.6億
僅顯示前 200 大持股（共 207 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 14.24% | — | +2.05% | |
| 2 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 7.53% | — | +24.46% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.73% | — | +2.17% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 4.11% | — | +3.41% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.25% | -0.11% | -44.54% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.87% | +0.25% | -2.80% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.85% | — | +3.37% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.47% | — | +117.93% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.42% | — | +3.27% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.26% | +0.08% | -2.44% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.78% | -0.56% | -11.23% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.63% | — | -0.51% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.50% | — | +19.48% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.30% | — | -0.61% | |
| 15 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 1.25% | — | — | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.12% | — | -41.06% | |
| 17 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 1.05% | — | -1.91% | |
| 18 | IYK | Ishares US Consumer Staples | ETF-其他 | 0.99% | — | +6.10% | |
| 19 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.97% | — | +4.00% | |
| 20 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.93% | — | +6.22% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | -0.37% | -45.85% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.73% | +0.03% | +56.88% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.73% | — | +0.55% | |
| 24 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.69% | — | +4.18% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.68% | — | +1.76% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | — | -9.54% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.62% | — | -1.52% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.59% | — | +1.41% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.55% | -0.82% | +24.12% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.53% | — | -0.65% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | — | -34.58% | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.51% | — | +0.11% | |
| 33 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.51% | — | +7.64% | |
| 34 | NSC | Norfolk Southern CORP | 股票-工業 | 0.50% | — | -2.63% | |
| 35 | WPC | Wp Carey INC | 股票-房地產 | 0.50% | — | +0.50% | |
| 36 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.49% | — | -7.95% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | — | -16.77% | |
| 38 | PFE | Pfizer INC | 股票-醫療保健 | 0.47% | — | -37.87% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.47% | — | -1.38% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.47% | — | +0.64% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | — | -9.67% | |
| 42 | FNOV | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.46% | — | — | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.44% | — | -18.51% | |
| 44 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.43% | +0.13% | +19.25% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.43% | — | -2.43% | |
| 46 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.43% | — | -5.49% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.41% | — | -7.61% | |
| 48 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.41% | — | — | |
| 49 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.39% | — | +0.64% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | +2.21% |