CIK: 0001763409
申報總市值
US$8.0億
僅顯示前 200 大持股（共 399 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 | 12.13% | +2.17% | -5.81% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.51% | +2.04% | -4.71% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 6.26% | +1.28% | -0.08% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.05% | +0.60% | -1.34% | |
| 5 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 4.72% | -4.52% | +21045.37% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.32% | -1.42% | +2180.98% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.24% | — | +2.01% | |
| 8 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 3.60% | -0.37% | — | |
| 9 | CRCL | Circle Internet Group INC | 股票-金融 | 2.77% | +1.04% | — | |
| 10 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.51% | -2.44% | +32.43% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 2.14% | — | -5.09% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.14% | -0.40% | -1.28% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.88% | +0.15% | -8.63% | |
| 14 | UNP | Union Pacific CORP | 股票-工業 | 1.60% | — | -7.96% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.55% | -0.04% | +2.97% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.37% | — | +3.34% | |
| 17 | GE | General Electric | 股票-工業 | 1.34% | +0.71% | -34.97% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.15% | — | -8.92% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.13% | — | +15.97% | |
| 20 | CAT | Caterpillar INC | 股票-工業 | 1.10% | -0.65% | +8359.64% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.86% | -0.86% | EXIT | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.82% | +2.24% | -71.23% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.74% | — | -0.69% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | -0.07% | -13.36% | |
| 25 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.69% | -0.69% | EXIT | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.66% | — | -64.42% | |
| 27 | WDAY | Workday Inc-class A | 股票-科技 | 0.58% | -0.15% | +4.98% | |
| 28 | GEV | GE Vernova INC | 股票-工業 | 0.49% | +0.66% | +15.30% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.49% | — | +21.67% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | — | — | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.48% | — | +232.96% | |
| 32 | KVYO | Klaviyo Inc-a | 股票-其他 | 0.47% | -0.13% | — | |
| 33 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.45% | +0.34% | -17.14% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | — | -0.95% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.40% | — | -56.99% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.33% | — | +8.46% | |
| 37 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.31% | -0.27% | +22.40% | |
| 38 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.28% | — | -7.74% | |
| 39 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.27% | — | -39.77% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.25% | — | -5.35% | |
| 41 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.24% | — | — | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.24% | +3.76% | -98.67% | |
| 43 | GTM | Zoominfo Technologies INC | 股票-科技 | 0.24% | -0.07% | -18.90% | |
| 44 | AAPL | Apple INC | 股票-科技 | 0.23% | — | -4.60% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.23% | -0.06% | +0.57% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.22% | — | +0.91% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.22% | -0.11% | — | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.22% | — | -47.38% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.21% | -0.10% | +62.36% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.18% | — | +2.27% |