CIK: 0001978879
申報總市值
US$32.6億
僅顯示前 200 大持股（共 728 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 | COIN | Coinbase Global INC -class A | 股票-金融 | 7.97% | -0.47% | -19.33% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.42% | -0.05% | +13.27% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.15% | -0.19% | +0.93% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.03% | — | +62.52% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.92% | -0.43% | +33.60% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.68% | -0.09% | +38.24% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.67% | — | +555.39% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.43% | -0.08% | +35.98% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.36% | — | +118.55% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.30% | -0.11% | +10.57% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.29% | -0.48% | +2.92% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.25% | -0.20% | +70.13% | |
| 13 | INTF | Ishares International Equity | ETF-其他 | 1.22% | — | +1211.91% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.13% | -0.14% | +40.16% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.02% | -0.07% | -3.34% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.01% | — | — | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.00% | -0.05% | +81.32% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.93% | — | -3.22% | |
| 19 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.89% | -0.04% | — | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.07% | +14.88% | |
| 21 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.83% | -0.94% | -0.60% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | — | +40.72% | |
| 23 | ✓ | 股票-其他 | 0.77% | — | — | ||
| 24 | NFLT | Virtus Newfleet Multi-sector | ETF-其他 | 0.75% | -0.09% | +515.23% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.74% | — | +1089.19% | |
| 26 | CAT | Caterpillar INC | 股票-工業 | 0.73% | — | +85.46% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.70% | — | +118.79% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.62% | — | +715.39% | |
| 29 | DYFI | Idx Dynamic Fixed Income ETF | ETF-其他 | 0.61% | — | — | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.59% | — | +3153.01% | |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.57% | — | +41.53% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | +0.11% | +173.78% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | — | +20.75% | |
| 34 | XC | Wisdomtree True Emerging Mar | ETF-新興市場 | 0.53% | — | — | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.53% | — | +170.58% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.51% | -1.03% | +117.99% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.51% | — | -5.44% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.49% | — | -3.16% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.49% | — | +1049.94% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | — | +27.43% | |
| 41 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 0.48% | — | -0.19% | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.47% | — | +38.19% | |
| 43 | THLV | Thor Equal Wl Vl Etf-usd INC | ETF-其他 | 0.46% | — | +18.98% | |
| 44 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.45% | -0.10% | +151.32% | |
| 45 | GE | General Electric | 股票-工業 | 0.44% | — | +4.97% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.41% | — | +10.12% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | — | +37.13% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.40% | +0.10% | +19.82% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.39% | -0.06% | +43.42% | |
| 50 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.39% | — | +434.49% |