CIK: 0001936953
申報總市值
US$63.9億
僅顯示前 200 大持股（共 992 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.04% | — | +3.23% | |
| 2 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 3.49% | -0.73% | -1.52% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.07% | — | +1.07% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.77% | -0.57% | +5.30% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 2.64% | -0.10% | +1.38% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.55% | -0.07% | -0.84% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.54% | -0.06% | +3.83% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.11% | +0.01% | +3.87% | |
| 9 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.92% | — | -1.11% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.81% | — | +10.18% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.69% | — | -0.19% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.56% | — | +3.20% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.47% | — | +5.41% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | — | -0.08% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.15% | -0.34% | +1.48% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.09% | — | +4.42% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.91% | +0.03% | +8.51% | |
| 18 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.91% | -0.57% | -11.91% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.86% | — | +1.22% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | — | +6.20% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.79% | — | -3.58% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.74% | — | +3.05% | |
| 23 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.68% | — | +1.85% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | -8.43% | |
| 25 | ABBV | Abbvie INC | 股票-醫療保健 | 0.62% | — | +5.53% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.62% | — | +4.03% | |
| 27 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.57% | -0.11% | +6.11% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.57% | — | +22.78% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.56% | -0.19% | +0.95% | |
| 30 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股與成長 | 0.56% | — | -12.80% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | +0.32% | +4.67% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.53% | +0.55% | -0.79% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.51% | +0.05% | -0.09% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | — | +1.37% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.48% | — | -49.60% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.47% | — | +2.00% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.46% | — | +5.49% | |
| 38 | SYK | Stryker CORP | 股票-醫療保健 | 0.45% | — | +5.50% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.43% | — | -21.68% | |
| 40 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.43% | — | +3.06% | |
| 41 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.42% | — | -19.14% | |
| 42 | HCA | Hca Healthcare INC | 股票-醫療保健 | 0.41% | — | +25.53% | |
| 43 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.40% | — | +60.19% | |
| 44 | COR | Cencora INC | 股票-醫療保健 | 0.39% | — | +5.37% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.39% | — | +5.32% | |
| 46 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.39% | -0.11% | -39.74% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.38% | — | +2.69% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.38% | — | +1.78% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | — | +7.47% | |
| 50 | ELV | Elevance Health INC | 股票-醫療保健 | 0.36% | — | +445.27% |