CIK: 0001826136
申報總市值
US$17.9億
僅顯示前 200 大持股（共 415 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 | 5.18% | +0.14% | +3.35% | |
| 2 | PJFG | Pgim Jennison Focused Growth | ETF-其他 | 4.82% | -0.71% | +1.85% | |
| 3 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 4.39% | +0.18% | +1.28% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.29% | — | +2.92% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.64% | — | +2.27% | |
| 6 | LMBS | First Trust Low Duration Opp | ETF-其他 | 3.15% | +0.09% | +2.15% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 2.55% | — | +3.70% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.19% | -0.31% | -2.36% | |
| 9 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 1.83% | — | +5.91% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.74% | — | +1.37% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.37% | -1.11% | +0.12% | |
| 12 | DFAI | Dimensional International Co | ETF-其他 | 1.37% | -0.23% | +3.52% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.34% | -0.28% | -1.69% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.34% | — | -3.66% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | -0.29% | -1.34% | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 1.28% | -0.24% | +2.85% | |
| 17 | HODL | Vaneck Bitcoin ETF | ETF-加密貨幣 | 1.22% | — | +7.02% | |
| 18 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 1.18% | -0.20% | +1.84% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.08% | — | +3.57% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.07% | — | +0.43% | |
| 21 | CHRW | C.h. Robinson Worldwide INC | 股票-工業 | 0.98% | — | -0.61% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.98% | +3.61% | +1.90% | |
| 23 | AVMC | Avantis US Mid Cap Eq ETF | ETF-其他 | 0.94% | — | +3.55% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.92% | — | -0.62% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.90% | — | +0.03% | |
| 26 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.89% | -0.42% | +3.99% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.87% | — | +1.88% | |
| 28 | FEOE | First Eagle Overseas Eq ETF | ETF-其他 | 0.86% | — | +1.60% | |
| 29 | NPFI | Nuveen Preferred & Income | ETF-其他 | 0.86% | — | +2.33% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.76% | — | +2.64% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | -0.31% | +2.05% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.69% | — | -3.17% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | — | -3.08% | |
| 34 | HWKN | Hawkins INC | 股票-其他 | 0.64% | — | — | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.62% | -0.20% | -0.75% | |
| 36 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.61% | — | +4.84% | |
| 37 | WMT | Walmart INC | 股票-非循環性消費 | 0.56% | — | -0.27% | |
| 38 | PREF | Pri Spe Pre Sec Acti-usd INC | ETF-其他 | 0.52% | — | +5.61% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工業 | 0.52% | -0.29% | +0.73% | |
| 40 | T | At&t INC | 股票-通訊服務 | 0.52% | — | -0.12% | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.51% | — | +6.01% | |
| 42 | UJUN | Innovator U.s. Equity Ultra | ETF-其他 | 0.51% | — | +8.27% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | — | -0.22% | |
| 44 | MU | Micron Technology INC | 股票-科技 | 0.45% | -0.82% | +1.74% | |
| 45 | COR | Cencora INC | 股票-醫療保健 | 0.45% | — | +0.49% | |
| 46 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.44% | — | +0.68% | |
| 47 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.44% | — | +1.99% | |
| 48 | HIG | Hartford Insurance Group INC | 股票-金融 | 0.43% | — | -0.08% | |
| 49 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 0.42% | +0.21% | +1.66% | |
| 50 | FFIV | F5 INC | 股票-科技 | 0.41% | — | +0.62% |