CIK: 0001952781
申報總市值
US$4.7億
僅顯示前 200 大持股（共 358 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.06% | +0.04% | -7.75% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.72% | +0.66% | +1.86% | |
| 3 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 4.02% | +0.65% | +18.22% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.73% | +0.13% | +8.91% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.06% | +0.02% | -16.13% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.05% | -0.38% | +3.16% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.86% | — | -10.86% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.46% | — | -7.24% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.78% | — | -4.34% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.77% | -0.02% | +0.76% | |
| 11 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 1.75% | -0.25% | — | |
| 12 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.53% | -0.08% | -25.97% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.50% | -0.03% | +3.00% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.48% | +0.29% | +37.23% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.36% | -0.02% | -0.24% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.29% | -0.06% | -1.46% | |
| 17 | JPLD | Jpmorgan LTD Duration ETF | ETF-其他 | 1.26% | -0.19% | — | |
| 18 | TSLA | Tesla INC | 股票-循環性消費 | 1.17% | -0.14% | +1.51% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.09% | — | +18.68% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.05% | -0.15% | +0.60% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | +0.20% | -1.00% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 1.02% | -0.09% | +3.97% | |
| 23 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 0.94% | -0.14% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | — | -0.19% | |
| 25 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.84% | — | -0.53% | |
| 26 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.83% | -0.05% | -0.76% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | +0.34% | +0.12% | |
| 28 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.69% | +0.16% | +5.88% | |
| 29 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.66% | -0.08% | — | |
| 30 | CDX | Simplify High Yield ETF | ETF-非投資等級債 | 0.65% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | -0.03% | +3.01% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | -0.07% | -1.41% | |
| 33 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.63% | -0.10% | — | |
| 34 | GSID | Goldman Sachs Marketbeta Int | ETF-避險與商品 | 0.62% | +0.16% | +6.34% | |
| 35 | WMT | Walmart INC | 股票-非循環性消費 | 0.62% | — | +0.84% | |
| 36 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.61% | — | — | |
| 37 | CAT | Caterpillar INC | 股票-工業 | 0.59% | +0.14% | -0.05% | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.53% | — | -0.95% | |
| 39 | DFSE | Dimensional Em Sus Core1 ETF | ETF-其他 | 0.52% | +0.14% | +4.69% | |
| 40 | NUTX | Nutex Health INC | 股票-其他 | 0.51% | -0.28% | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.50% | -0.08% | +1.75% | |
| 42 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.50% | — | -1.56% | |
| 43 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.49% | -0.07% | — | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.47% | -0.09% | -1.60% | |
| 45 | BLK | Blackrock INC | 股票-金融 | 0.46% | — | +0.33% | |
| 46 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.45% | — | -2.08% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | +0.13% | -1.14% | |
| 48 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.42% | — | -0.53% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.41% | — | -8.60% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.39% | — | -17.03% |