CIK: 0001846532
申報總市值
US$10.4億
僅顯示前 200 大持股（共 269 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 | 6.44% | -0.02% | +7.86% | |
| 2 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 5.11% | — | +9.68% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-其他 | 3.53% | — | +13.42% | |
| 4 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 2.70% | — | -0.26% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | -0.62% | +36.11% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.21% | — | -0.86% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.15% | -0.17% | +20.79% | |
| 8 | ARKK | Ark Innovation ETF | ETF-其他 | 1.90% | — | +15.34% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.78% | — | +9.31% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.54% | — | +22.74% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.49% | +0.01% | +32.51% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.40% | — | -5.56% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.37% | — | +7.78% | |
| 14 | BND | Vanguard Total Bond Market | ETF-其他 | 1.30% | +0.04% | +22.02% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.27% | — | +15.15% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.17% | — | +2.78% | |
| 17 | TDVG | T Rowe Price Dividend Growth | ETF-其他 | 1.07% | — | +43.24% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.05% | — | +8.03% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.03% | — | +8.62% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.00% | — | +15.65% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.97% | — | +35.74% | |
| 22 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.92% | — | -7.14% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.91% | — | +21.83% | |
| 24 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.90% | — | +53.90% | |
| 25 | TFX | Teleflex INC | 股票-醫療保健 | 0.88% | — | +0.07% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.86% | — | +13.54% | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.84% | — | +2.47% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.82% | — | +594.29% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.82% | — | +28.55% | |
| 30 | PKE | Park Aerospace CORP | 股票-其他 | 0.81% | — | — | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | — | +21.91% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.70% | — | +0.91% | |
| 33 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.66% | — | +4.65% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | — | +51.92% | |
| 35 | ADBE | Adobe INC | 股票-科技 | 0.63% | — | +93.60% | |
| 36 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.61% | — | +324.20% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.60% | — | +19.78% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.58% | +0.11% | +8.93% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.57% | — | +5.76% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.56% | — | -1.59% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.55% | +0.22% | -35.09% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | +84.00% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | -0.13% | +93.19% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.53% | — | -1.53% | |
| 45 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.52% | — | — | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.52% | — | — | |
| 47 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.51% | — | +12.94% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | — | +137.15% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.47% | — | +8.05% | |
| 50 | REZ | Ishars Res And Multi Reales | ETF-其他 | 0.47% | — | +27.07% |