CIK: 0001927537
申報總市值
US$8.5億
僅顯示前 200 大持股（共 273 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 17.74% | +0.94% | +5.76% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 7.10% | +1.27% | +5.35% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.40% | +0.04% | +15.93% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.84% | +0.12% | +7.83% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.40% | +0.26% | +4.25% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.66% | +0.41% | +6.40% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.31% | -0.35% | +2.08% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.65% | +0.32% | +4.80% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.35% | +0.34% | +8.96% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.13% | -0.49% | +7.89% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.98% | — | +7.21% | |
| 12 | UFPT | Ufp Technologies INC | 股票-其他 | 1.64% | -0.06% | -5.40% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.62% | — | +3.16% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | -0.01% | +1.46% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | +0.18% | -6.29% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.93% | +0.15% | +2.06% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.92% | — | +10.96% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.91% | — | +4.83% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | — | +1.29% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.84% | — | +3.55% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.01% | +2.28% | |
| 22 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.78% | — | +0.95% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.69% | — | +4.98% | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 0.68% | — | +943.32% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | +0.34% | +2.67% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | — | +1.78% | |
| 27 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.58% | +0.41% | +36.79% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.51% | — | -40.26% | |
| 29 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.51% | — | +3.21% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.50% | — | +0.94% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.48% | — | +1.41% | |
| 32 | TSLA | Tesla INC | 股票-循環性消費 | 0.47% | -0.07% | +24.85% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | — | +3.41% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.41% | — | +3.29% | |
| 35 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.39% | +0.10% | +12.12% | |
| 36 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.38% | — | -4.15% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.36% | +0.19% | +4.24% | |
| 38 | WMT | Walmart INC | 股票-非循環性消費 | 0.36% | +0.14% | +0.84% | |
| 39 | CAT | Caterpillar INC | 股票-工業 | 0.35% | +0.11% | +6.25% | |
| 40 | ORI | Old Republic Intl CORP | 股票-金融 | 0.35% | — | -24.14% | |
| 41 | QCOM | Qualcomm INC | 股票-科技 | 0.35% | — | +0.33% | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.34% | — | +9.14% | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.33% | — | +0.67% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.31% | -0.05% | +3.96% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.29% | — | +2.86% | |
| 46 | TXN | Texas Instruments INC | 股票-科技 | 0.28% | — | +46.84% | |
| 47 | ETN | Eaton Corporation plc | 股票-工業 | 0.27% | — | +0.87% | |
| 48 | CRM | Salesforce INC | 股票-科技 | 0.27% | — | +2.73% | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.26% | — | +1.70% | |
| 50 | BND | Vanguard Total Bond Market | ETF-其他 | 0.26% | — | -20.38% |