CIK: 0001841991
申報總市值
US$9.1億
僅顯示前 200 大持股（共 232 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 29.47% | — | +4.90% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 10.81% | — | +4.87% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 7.19% | — | +5.47% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.44% | — | +5.84% | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 5.38% | — | +2.77% | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 4.43% | — | +3.74% | |
| 7 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-其他 | 3.89% | — | +3.04% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-其他 | 3.21% | — | +3.66% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.04% | — | -1.09% | |
| 10 | DCRE | Dbl Comm Real Est Debt | ETF-其他 | 1.56% | — | +2.96% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.52% | — | +31.32% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.28% | — | +1990.50% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | — | +1245.21% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | — | +26.70% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.76% | — | +0.21% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.63% | — | +2.54% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | — | +23.37% | |
| 18 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.52% | — | +0.54% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.42% | — | +409.55% | |
| 20 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.38% | — | — | |
| 21 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.37% | — | -2.46% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.34% | — | — | |
| 23 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.34% | — | — | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.34% | — | +710.56% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.32% | — | +560.48% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.32% | — | +108.97% | |
| 27 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.30% | — | -0.58% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | +102.17% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.30% | — | +28.20% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.29% | — | +1.40% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.29% | — | — | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.29% | — | -1.25% | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.28% | — | +7.98% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.28% | — | -0.76% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.27% | — | +17.04% | |
| 36 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.27% | — | -0.95% | |
| 37 | SO | Southern Co/the | 股票-公用事業 | 0.26% | — | +1.90% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.26% | — | +187.39% | |
| 39 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 0.26% | — | -0.45% | |
| 40 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.25% | — | — | |
| 41 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.24% | — | +38.29% | |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.22% | — | +350.20% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.21% | — | — | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.20% | — | +12.95% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.20% | — | +5.94% | |
| 46 | REET | Ishares Global Reit ETF | ETF-其他 | 0.19% | — | — | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.18% | — | — | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.18% | — | +5.42% | |
| 49 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.18% | — | -2.82% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.18% | — | +96.90% |