CIK: 0001730383
申報總市值
US$3.3億
僅顯示前 200 大持股（共 218 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.75% | +0.39% | +7.76% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 6.21% | — | +5.16% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | -0.88% | -0.85% | |
| 4 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 3.01% | +0.14% | +2.24% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.96% | +0.20% | -1.22% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.54% | -0.24% | +1.85% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.46% | — | -0.46% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.42% | — | +2.24% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.21% | — | +0.63% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.11% | — | -6.16% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.85% | — | +1.39% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.55% | -0.22% | -1.02% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.53% | — | -2.56% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.48% | -0.08% | -1.39% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.44% | — | -1.77% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.20% | -0.04% | -7.06% | |
| 17 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 1.08% | — | +53.62% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.07% | — | +5.69% | |
| 19 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.00% | -0.08% | -10.89% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.95% | — | -30.05% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.86% | -0.16% | +5.87% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.84% | -0.27% | -5.77% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.82% | — | +1.34% | |
| 24 | NEE | Nextera Energy INC | 股票-公用事業 | 0.80% | +0.14% | -1.19% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.79% | — | -3.16% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.75% | +0.25% | -2.64% | |
| 27 | SNPS | Synopsys INC | 股票-科技 | 0.72% | — | +0.31% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.71% | -0.28% | -0.03% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.71% | -0.08% | +14.98% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.71% | -0.06% | -0.49% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | +0.12% | -3.62% | |
| 32 | TXN | Texas Instruments INC | 股票-科技 | 0.70% | — | -1.91% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.68% | — | +3.97% | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.68% | -0.06% | +10.44% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.68% | +0.19% | +2.67% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.64% | — | -5.94% | |
| 37 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.62% | — | -3.38% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.60% | -0.07% | +21.62% | |
| 39 | XLF | Ss Financial Select Sector | ETF-其他 | 0.59% | -0.14% | +2.58% | |
| 40 | LHX | L3harris Technologies INC | 股票-工業 | 0.58% | — | -1.38% | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.56% | — | -33.11% | |
| 42 | AMGN | Amgen INC | 股票-醫療保健 | 0.55% | — | -3.68% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.54% | — | -4.11% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.54% | — | +17.35% | |
| 45 | BLKCHF | Blackrock INC | 股票-其他 | 0.54% | — | -2.55% | |
| 46 | WMT | Walmart INC | 股票-非循環性消費 | 0.54% | — | +5.92% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.53% | -0.07% | -4.99% | |
| 48 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.52% | -0.14% | +0.20% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.51% | — | -0.33% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.50% | -0.13% | -2.97% |