CIK: 0001948904
申報總市值
US$4.2億
僅顯示前 200 大持股（共 935 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 19.31% | -3.95% | +5.90% | |
| 2 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 10.74% | -7.63% | +79.52% | |
| 3 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 7.17% | -0.34% | -22.69% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 4.82% | +0.18% | -1.07% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.27% | +1.04% | -2.07% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 4.19% | -7.07% | +145.43% | |
| 7 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 4.19% | — | +12.50% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.95% | +0.34% | +41.25% | |
| 9 | AAPL | Apple INC | 股票-科技 | 3.15% | +0.45% | +14.73% | |
| 10 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 2.08% | — | -19.70% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.88% | -0.12% | +0.24% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.71% | -0.24% | +0.32% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.65% | +0.05% | +63.30% | |
| 14 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.57% | — | +11.21% | |
| 15 | PFE | Pfizer INC | 股票-醫療保健 | 1.57% | +0.13% | +8848.43% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.50% | -0.24% | +22.07% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.09% | — | -1.16% | |
| 18 | MA | Mastercard INC - A | 股票-金融 | 1.08% | — | +26.62% | |
| 19 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 1.08% | +0.13% | +2.40% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.93% | — | +21.35% | |
| 21 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.73% | — | +45.17% | |
| 22 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.68% | — | -6.78% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.60% | — | +20.63% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.60% | -0.15% | +0.04% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | +0.13% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.53% | — | +39.24% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.46% | — | +50.08% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.45% | — | +176.04% | |
| 29 | FTGC | First Trust Global Tactical | ETF-其他 | 0.44% | +1.65% | +452.68% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.36% | — | — | |
| 31 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.34% | -0.08% | +1.97% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.31% | — | +1215.19% | |
| 33 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.31% | +0.07% | — | |
| 34 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.29% | — | — | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.29% | — | +15.03% | |
| 36 | FYC | First Trust Small Cap Growth | ETF-中小型股 | 0.28% | — | -6.42% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.26% | — | +11.62% | |
| 38 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 0.25% | -0.11% | — | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.24% | — | +0.04% | |
| 40 | ADBE | Adobe INC | 股票-科技 | 0.22% | — | +6.08% | |
| 41 | TSLA | Tesla INC | 股票-循環性消費 | 0.21% | — | +37.50% | |
| 42 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.21% | — | -29.11% | |
| 43 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.20% | — | +5.44% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.19% | — | -3.85% | |
| 45 | AMGN | Amgen INC | 股票-醫療保健 | 0.18% | — | +5.07% | |
| 46 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.18% | — | +841.97% | |
| 47 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.18% | — | +5.38% | |
| 48 | ASML | ASML Holding N.V. | 股票-科技 | 0.18% | — | -6.35% | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.18% | — | +0.78% | |
| 50 | TXN | Texas Instruments INC | 股票-科技 | 0.17% | — | +5.58% |