CIK: 0001908617
申報總市值
US$1.9億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 12.32% | +0.20% | — | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 9.71% | -0.15% | — | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 6.28% | -0.15% | — | |
| 4 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 5.98% | -0.10% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.87% | — | — | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.82% | +0.25% | — | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 4.82% | +0.32% | — | |
| 8 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 3.91% | -0.58% | — | |
| 9 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 3.82% | — | — | |
| 10 | AAPL | Apple INC | 股票-科技 | 3.78% | -0.28% | — | |
| 11 | BOX | Box INC - Class A | 股票-科技 | 3.69% | — | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.92% | -0.25% | — | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.55% | -0.10% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.39% | — | — | |
| 15 | HD | Home Depot INC | 股票-循環性消費 | 1.03% | — | — | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 1.01% | -0.04% | — | |
| 17 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.87% | — | — | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | -0.09% | — | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.79% | +0.05% | — | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.76% | +0.30% | — | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | -0.08% | — | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.73% | -0.41% | — | |
| 23 | HON | Honeywell International INC | 股票-工業 | 0.73% | — | — | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | — | — | |
| 25 | TSLA | Tesla INC | 股票-循環性消費 | 0.67% | — | — | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.66% | +0.08% | — | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | — | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.61% | +0.18% | — | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | — | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.60% | — | — | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.59% | — | — | |
| 32 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.58% | — | — | |
| 33 | GS | Goldman Sachs Group INC | 股票-金融 | 0.53% | — | — | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.53% | — | — | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.53% | — | — | |
| 36 | WMT | Walmart INC | 股票-非循環性消費 | 0.49% | -0.08% | — | |
| 37 | INTU | Intuit INC | 股票-科技 | 0.47% | — | — | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.45% | — | — | |
| 39 | PYPL | Paypal Holdings INC | 股票-金融 | 0.44% | — | — | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | — | — | |
| 41 | DHR | Danaher CORP | 股票-醫療保健 | 0.44% | — | — | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.43% | — | — | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.42% | — | — | |
| 44 | ZTS | Zoetis INC | 股票-醫療保健 | 0.42% | — | — | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | — | — | |
| 46 | ADBE | Adobe INC | 股票-科技 | 0.37% | — | — | |
| 47 | NFLX | Netflix INC | 股票-通訊服務 | 0.36% | -0.15% | EXIT | |
| 48 | AMGN | Amgen INC | 股票-醫療保健 | 0.34% | — | — | |
| 49 | AVGO | Broadcom INC | 股票-科技 | 0.34% | — | — | |
| 50 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.33% | -0.12% | EXIT |