CIK: 0001763409
申報總市值
US$8.0億
僅顯示前 200 大持股（共 371 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 13.79% | +2.17% | +6.35% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.13% | +2.04% | +0.54% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 6.71% | +1.28% | -0.17% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.48% | +0.60% | -2.19% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.33% | — | +13.40% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.34% | +3.76% | +0.43% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.96% | +2.24% | +8.90% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.88% | -1.42% | -11.64% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 2.42% | — | -1.88% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.26% | -0.40% | +1.36% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.16% | +0.15% | -9.41% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.00% | — | -4.83% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.81% | -2.44% | — | |
| 14 | GE | General Electric | 股票-工業 | 1.78% | +0.71% | -12.25% | |
| 15 | UNP | Union Pacific CORP | 股票-工業 | 1.65% | — | +0.01% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.53% | -0.04% | -0.01% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.42% | — | +8.57% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.32% | — | +7.11% | |
| 19 | COIN | Coinbase Global INC -class A | 股票-金融 | 1.13% | -0.69% | EXIT | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.05% | — | +92.46% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.98% | — | +0.10% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.97% | -0.07% | +89.17% | |
| 23 | GEV | GE Vernova INC | 股票-工業 | 0.88% | +0.66% | — | |
| 24 | BRCB | Black Rock Coffee Bar Inc-a | 股票-其他 | 0.82% | — | — | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.78% | — | +45.93% | |
| 26 | WDAY | Workday Inc-class A | 股票-科技 | 0.66% | -0.15% | +2.55% | |
| 27 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.58% | +0.34% | +8.71% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | — | -2.45% | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | — | — | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.45% | — | +76.94% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.44% | — | +16.81% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | -19.13% | |
| 33 | KVYO | Klaviyo Inc-a | 股票-其他 | 0.43% | -0.13% | — | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.42% | — | +63.45% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.38% | — | — | |
| 36 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.35% | -0.27% | — | |
| 37 | GTM | Zoominfo Technologies INC | 股票-科技 | 0.33% | -0.07% | — | |
| 38 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.32% | — | -16.42% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.32% | — | +52.87% | |
| 40 | CAT | Caterpillar INC | 股票-工業 | 0.31% | -0.65% | -39.06% | |
| 41 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.31% | — | — | |
| 42 | BIZD | Vaneck Bdc Income ETF | ETF-其他 | 0.28% | — | +10.69% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.28% | — | -18.38% | |
| 44 | AAPL | Apple INC | 股票-科技 | 0.24% | — | -1.07% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.23% | — | +3.76% | |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.20% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.19% | -0.06% | +0.01% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.18% | — | — | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.17% | — | — | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.17% | — | +48.15% |