CIK: 0001978879
申報總市值
US$32.6億
僅顯示前 200 大持股（共 1150 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 | AAPL | Apple INC | 股票-科技 | 3.19% | -0.05% | +6.68% | |
| 2 | COIN | Coinbase Global INC -class A | 股票-金融 | 3.18% | -0.47% | -6.88% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.92% | — | +16.24% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.35% | -0.09% | +13.10% | |
| 5 | INTF | Ishares International Equity | ETF-其他 | 2.28% | — | +10.67% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.20% | -0.20% | +16.19% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.97% | — | +11.12% | |
| 8 | HOOD | Robinhood Markets INC - A | 股票-金融 | 1.96% | -0.94% | +0.16% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.89% | -0.11% | +17.80% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.89% | -0.43% | +7.97% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.80% | -0.19% | +9.12% | |
| 12 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 1.79% | -0.04% | +9.49% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.71% | -0.05% | +12.04% | |
| 14 | BND | Vanguard Total Bond Market | ETF-其他 | 1.59% | -0.14% | +28.83% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.59% | -1.03% | -3.04% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.51% | -0.08% | +4.98% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.27% | -0.14% | +10.68% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 1.25% | — | +16.84% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.24% | -0.07% | +9.96% | |
| 20 | NFLT | Virtus Newfleet Multi-sector | ETF-其他 | 1.17% | -0.09% | +12.61% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | — | +8.16% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | — | +32.13% | |
| 23 | OKLO | Oklo INC | 股票-公用事業 | 0.97% | — | -68.69% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.87% | — | +21.13% | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.85% | — | +10.69% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | — | +117.44% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.82% | +0.20% | +3.21% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.79% | — | -1.06% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.07% | +7.11% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.64% | -0.48% | -2.13% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | — | -0.34% | |
| 32 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.62% | — | +1405.78% | |
| 33 | TSLA | Tesla INC | 股票-循環性消費 | 0.60% | -0.18% | -9.68% | |
| 34 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.59% | -0.10% | +11.52% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.58% | +0.14% | +139.83% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.56% | — | +18.88% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.54% | -0.06% | +16.22% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.53% | — | -1.78% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.53% | — | +1.39% | |
| 40 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.53% | — | +23.45% | |
| 41 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.52% | -0.13% | +453.50% | |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.52% | — | +6.10% | |
| 43 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.49% | -0.11% | +1.99% | |
| 44 | THLV | Thor Equal Wl Vl Etf-usd INC | ETF-其他 | 0.49% | — | +12.29% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | +0.14% | -0.95% | |
| 46 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.44% | — | — | |
| 47 | NFLX | Netflix INC | 股票-通訊服務 | 0.43% | — | +1.92% | |
| 48 | DYFI | Idx Dynamic Fixed Income ETF | ETF-其他 | 0.40% | — | +3.81% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.40% | — | +3.17% | |
| 50 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.40% | -0.08% | +23.35% |