CIK: 0001994744
申報總市值
US$2.8億
僅顯示前 200 大持股（共 329 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 6.74% | -0.97% | +31.42% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 6.11% | -0.17% | -10.31% | |
| 3 | HOMB | Home Bancshares INC | 股票-金融 | 3.63% | -0.28% | -4.98% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.31% | -0.59% | -1.56% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-其他 | 3.29% | -0.23% | — | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.90% | -0.57% | +16.59% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.81% | — | +378.12% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.76% | -0.33% | -15.30% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.56% | -0.46% | +1.51% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.26% | +0.51% | -4.65% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.23% | — | -6.35% | |
| 12 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.92% | -0.31% | -3.48% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.79% | -0.58% | -0.68% | |
| 14 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.79% | — | — | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.61% | -0.36% | +78.31% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.54% | +0.35% | +1731.87% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.53% | +0.33% | +1110.40% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.52% | -0.33% | -4.61% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | -0.16% | -2.54% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.27% | — | -3.21% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.12% | — | +36.27% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.08% | -0.21% | +0.03% | |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.99% | +0.08% | -5.42% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.99% | +0.28% | -3.46% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.97% | -0.42% | — | |
| 26 | DIHP | Dimensional International Hi | ETF-其他 | 0.96% | — | — | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.93% | +0.11% | -3.78% | |
| 28 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.90% | — | -5.15% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.86% | — | -6.37% | |
| 30 | PHM | Pultegroup INC | 股票-循環性消費 | 0.86% | — | -0.10% | |
| 31 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.84% | — | +1.21% | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.83% | — | -1.81% | |
| 33 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.79% | — | +0.78% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.79% | — | -9.84% | |
| 35 | NSC | Norfolk Southern CORP | 股票-工業 | 0.79% | — | — | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.73% | — | -11.35% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.69% | +1.31% | +4.15% | |
| 38 | ADBE | Adobe INC | 股票-科技 | 0.69% | — | -0.04% | |
| 39 | AIG | American International Group | 股票-金融 | 0.68% | — | -1.38% | |
| 40 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.67% | — | -0.15% | |
| 41 | LIN | Linde plc | 股票-原物料 | 0.67% | — | — | |
| 42 | TMUS | T-mobile US INC | 股票-通訊服務 | 0.64% | — | -7.33% | |
| 43 | SO | Southern Co/the | 股票-公用事業 | 0.62% | — | -1.56% | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.61% | — | +192.04% | |
| 45 | JEF | Jefferies Financial Group In | 股票-金融 | 0.59% | -0.14% | -8.13% | |
| 46 | CTAS | Cintas CORP | 股票-工業 | 0.59% | — | -0.24% | |
| 47 | WSO | Watsco INC | 股票-工業 | 0.58% | — | -1.68% | |
| 48 | XSHQ | Invesco S&p Smallcap Quality | ETF-其他 | 0.55% | — | — | |
| 49 | CFR | Cullen/frost Bankers INC | 股票-金融 | 0.54% | — | -1.31% | |
| 50 | UBS | UBS Group AG | 股票-金融 | 0.53% | — | -0.61% |