CIK: 0001798172
申報總市值
US$4.9億
僅顯示前 200 大持股（共 220 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.37% | -0.10% | -2.93% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.24% | +0.27% | +4.26% | |
| 3 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 3.57% | — | +3.30% | |
| 4 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 3.46% | — | +12.82% | |
| 5 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 2.91% | -0.05% | +25.26% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.84% | +0.12% | +2.26% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.75% | +0.06% | +3.39% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.13% | +0.20% | +8.21% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.05% | -0.07% | -5.48% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.01% | — | -1.53% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.01% | -0.01% | +9.10% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.78% | +0.18% | +1.81% | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.64% | -0.01% | +3.33% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.52% | -0.07% | +6.55% | |
| 15 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 1.43% | +0.07% | +13.05% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.17% | +0.08% | +24.78% | |
| 17 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.10% | +0.28% | +14.98% | |
| 18 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 1.09% | -0.03% | +316.32% | |
| 19 | MMIN | Nyli Mackay Muni Insured ETF | ETF-其他 | 1.02% | — | -5.60% | |
| 20 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.00% | -0.01% | +8.01% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.00% | +0.15% | +156.23% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.97% | -0.27% | -1.40% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.93% | -0.10% | — | |
| 24 | PMAR | Innovator U.s. Equity Power | ETF-其他 | 0.91% | — | -1.59% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.91% | +0.18% | +331.12% | |
| 26 | MINO | Pimco Municipal Income Oppor | ETF-其他 | 0.89% | — | +18.47% | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.89% | — | +3.51% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.88% | +0.08% | -10.69% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.86% | — | -4.37% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.85% | — | — | |
| 31 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.85% | — | +2.72% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.83% | -0.10% | +0.98% | |
| 33 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.83% | — | +30.76% | |
| 34 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 0.79% | -0.02% | +4.15% | |
| 35 | PSEP | Innovator U.s. Equity Power | ETF-其他 | 0.75% | — | -13.55% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.73% | +0.04% | +2.48% | |
| 37 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.72% | — | +1.79% | |
| 38 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 0.72% | -0.01% | +25.11% | |
| 39 | RGLD | Royal Gold INC | 股票-原物料 | 0.71% | +0.14% | +15.47% | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.71% | +0.19% | +8.28% | |
| 41 | PFEB | Innovator U.s. Equity Power | ETF-其他 | 0.71% | -0.04% | -12.56% | |
| 42 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 0.69% | — | -8.30% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.63% | — | -0.47% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.60% | — | +6.25% | |
| 45 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.60% | +0.24% | +2.23% | |
| 46 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.59% | -0.04% | +0.27% | |
| 47 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.58% | — | +0.21% | |
| 48 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.57% | — | -1.59% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | — | -0.66% | |
| 50 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 0.53% | — | -3.18% |