CIK: 0001948904
申報總市值
US$4.2億
僅顯示前 200 大持股（共 2019 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 | 18.39% | -3.95% | -3.14% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 11.72% | +1.04% | +11.05% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 8.64% | -7.07% | +10.62% | |
| 4 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 7.66% | -7.63% | +19.67% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.59% | +0.34% | +12.93% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.98% | -0.24% | +1.39% | |
| 7 | FTGC | First Trust Global Tactical | ETF-其他 | 2.17% | +1.65% | -1.95% | |
| 8 | NFLX | Netflix INC | 股票-通訊服務 | 2.08% | — | +900.43% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.06% | +0.45% | +10.97% | |
| 10 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.84% | -0.34% | -10.51% | |
| 11 | IHY | Vaneck Int High Yield Bond | ETF-非投資等級債 | 1.83% | -0.15% | +28.79% | |
| 12 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.82% | — | +8.67% | |
| 13 | SHOP | Shopify INC - Class A | 股票-科技 | 1.60% | -0.46% | -0.05% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.44% | +0.67% | +263.06% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.20% | — | -0.07% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.17% | -0.24% | +5.22% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | +0.05% | +6.15% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.04% | +0.43% | +17.15% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.03% | -0.15% | +137.05% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.99% | -0.12% | -4.72% | |
| 21 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.89% | -0.89% | -42.38% | |
| 22 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 0.89% | +0.13% | -0.64% | |
| 23 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.87% | +0.18% | -40.55% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.84% | — | -1.17% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.79% | — | -0.86% | |
| 26 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.75% | — | +20.04% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.63% | — | -0.61% | |
| 28 | PFE | Pfizer INC | 股票-醫療保健 | 0.60% | +0.13% | -8.22% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.55% | — | +29.27% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.52% | — | +0.68% | |
| 31 | PICB | Invesco International Corpor | ETF-其他 | 0.44% | +11.39% | +127.79% | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.42% | — | -1.65% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.39% | — | +42.82% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.34% | — | -0.16% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | — | -1.11% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.30% | — | +11.14% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.29% | +0.16% | +17.08% | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.28% | -0.14% | -7.81% | |
| 39 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 0.27% | -0.20% | — | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.27% | — | +1.61% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.26% | — | -11.88% | |
| 42 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.26% | — | +1078.44% | |
| 43 | TXN | Texas Instruments INC | 股票-科技 | 0.26% | — | -1.27% | |
| 44 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.26% | +0.07% | -7.74% | |
| 45 | FEP | First Trust Europe | ETF-其他 | 0.25% | +0.91% | +276.88% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.23% | — | -2.60% | |
| 47 | ABBV | Abbvie INC | 股票-醫療保健 | 0.22% | — | +0.62% | |
| 48 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.20% | -0.08% | +10.39% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.20% | — | +18.77% | |
| 50 | HYD | Vaneck High Yield Muni ETF | ETF-非投資等級債 | 0.19% | — | — |