CIK: 0001798172
申報總市值
US$4.9億
僅顯示前 200 大持股（共 263 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.18% | +0.27% | +17.95% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.20% | -0.10% | +18.96% | |
| 3 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.32% | +0.03% | +814.66% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.05% | +0.18% | +26.90% | |
| 5 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 2.50% | — | -1.58% | |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 2.49% | -0.05% | +2.82% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.20% | -0.01% | +1.11% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.18% | +0.06% | +12.65% | |
| 9 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 1.99% | -0.02% | +4.50% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.99% | +0.20% | +2.84% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.88% | +0.18% | +20.92% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.77% | +0.12% | +11.75% | |
| 13 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 1.65% | -0.03% | +3.98% | |
| 14 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.39% | +0.01% | +8.12% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.26% | — | +15.41% | |
| 16 | BSCY | Invesco Bulletshares 2034 Cb | ETF-其他 | 1.24% | +0.02% | +9.64% | |
| 17 | PFEB | Innovator U.s. Equity Power | ETF-其他 | 1.21% | -0.04% | -3.57% | |
| 18 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.20% | +0.28% | +10.47% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.17% | -0.10% | +0.46% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 1.12% | +0.08% | +5.71% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.12% | +0.08% | -3.06% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.10% | -0.07% | +44.55% | |
| 23 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.07% | +0.04% | +10.23% | |
| 24 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.07% | +0.19% | +24.07% | |
| 25 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 1.05% | -0.01% | +5.78% | |
| 26 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 1.04% | +0.07% | -25.22% | |
| 27 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.03% | -0.02% | +8.02% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | -0.05% | +44.52% | |
| 29 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 0.98% | — | +9.73% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | -0.27% | +26.07% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | -0.07% | +10.49% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.85% | — | +3.73% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.80% | +0.04% | +15.64% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.80% | +0.15% | +4.09% | |
| 35 | RGLD | Royal Gold INC | 股票-原物料 | 0.79% | +0.14% | +0.25% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.79% | -0.01% | -11.41% | |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.77% | +0.24% | +36.20% | |
| 38 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.70% | -0.04% | -0.69% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.66% | -0.10% | -0.27% | |
| 40 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.65% | -0.01% | -14.38% | |
| 41 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.63% | +0.01% | +32.79% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.59% | — | +21.31% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | — | +64.05% | |
| 44 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.55% | — | +6.13% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.55% | -0.02% | +8.71% | |
| 46 | PMAR | Innovator U.s. Equity Power | ETF-其他 | 0.55% | — | +1.52% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.54% | +0.08% | +9.22% | |
| 48 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 0.54% | -0.02% | -10.15% | |
| 49 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.51% | +0.10% | +25.68% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.51% | — | +14.83% |