CIK: 0001948904
申報總市值
US$4.2億
僅顯示前 200 大持股（共 982 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 | 19.78% | -3.95% | +13.43% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 10.93% | +1.04% | +30.62% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 8.19% | -7.07% | +13.98% | |
| 4 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 6.79% | -7.63% | -8.97% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.37% | +0.34% | -35.06% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.07% | -0.24% | +0.87% | |
| 7 | NFLX | Netflix INC | 股票-通訊服務 | 2.84% | — | +0.01% | |
| 8 | FTGC | First Trust Global Tactical | ETF-其他 | 2.60% | +1.65% | +51.59% | |
| 9 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 2.15% | -0.34% | -27.19% | |
| 10 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.88% | — | +19.92% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.84% | +0.45% | +5.44% | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.67% | -0.89% | +171.73% | |
| 13 | SHOP | Shopify INC - Class A | 股票-科技 | 1.58% | -0.46% | -0.04% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.56% | +0.18% | -42.75% | |
| 15 | IHY | Vaneck Int High Yield Bond | ETF-非投資等級債 | 1.48% | -0.15% | +118.46% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.35% | -0.24% | +18.10% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.12% | +0.05% | -4.32% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.08% | -0.12% | -22.51% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.99% | — | +4.39% | |
| 20 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 0.94% | +0.13% | -15.80% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.92% | +0.43% | -2.22% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.88% | — | -10.08% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | — | -0.81% | |
| 24 | PFE | Pfizer INC | 股票-醫療保健 | 0.72% | +0.13% | +1.87% | |
| 25 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.69% | — | +8.45% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 0.55% | — | -31.40% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.53% | — | +1.14% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.49% | — | -14.69% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.45% | — | +9.05% | |
| 30 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.44% | — | -5.69% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | -0.15% | +1.29% | |
| 32 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.41% | +0.67% | — | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.38% | — | +5.91% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.37% | — | -8.41% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | — | -4.11% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.32% | -0.14% | +46.86% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.32% | — | -38.48% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.31% | — | -0.49% | |
| 39 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.30% | — | -44.90% | |
| 40 | TXN | Texas Instruments INC | 股票-科技 | 0.29% | — | +269.29% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.28% | — | -1.00% | |
| 42 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.27% | +0.07% | -1.65% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.26% | +0.16% | -5.37% | |
| 44 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.26% | — | -45.16% | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 0.24% | — | +271.51% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.24% | — | -54.40% | |
| 47 | ABBV | Abbvie INC | 股票-醫療保健 | 0.23% | — | +3.94% | |
| 48 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.22% | -0.08% | -1.28% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.21% | — | +0.63% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.20% | -0.19% | +18.40% |