CIK: 0001802743
申報總市值
US$2.4億
僅顯示前 200 大持股（共 201 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 | 10.02% | — | +4.16% | |
| 2 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 9.55% | -0.26% | +13.69% | |
| 3 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 5.45% | — | +2.76% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.38% | — | +2.54% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.04% | — | +0.33% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.94% | -0.15% | -3.02% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.83% | +0.12% | -2.94% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.79% | -0.26% | +1.75% | |
| 9 | PAXS | Pimco Access Income Fund | 股票-其他 | 2.42% | — | +1.75% | |
| 10 | PDO | Pimco Dynamic Income Opport | 股票-其他 | 2.27% | — | +4.75% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.07% | — | +0.02% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.00% | — | -2.68% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.87% | — | +10.99% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.84% | — | -2.63% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.46% | — | +0.38% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.43% | — | +2.37% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.42% | — | +43.54% | |
| 18 | FIDI | Fidelity Intl Hi Div ETF | ETF-其他 | 0.97% | — | -3.12% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.92% | — | +71.74% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.91% | — | +48.45% | |
| 21 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 0.91% | — | -3.20% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.90% | +0.25% | +0.76% | |
| 23 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-其他 | 0.87% | — | +36.02% | |
| 24 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.85% | — | +147.24% | |
| 25 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.83% | — | +140.49% | |
| 26 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.81% | — | +45.01% | |
| 27 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.80% | — | +157.81% | |
| 28 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.74% | — | +51.32% | |
| 29 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.72% | — | — | |
| 30 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.71% | — | -4.64% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.65% | — | -2.84% | |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.60% | — | -2.91% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | -0.23% | +12.50% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | -0.12% | +1.97% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.55% | -0.12% | +1.22% | |
| 36 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.53% | — | -0.42% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | -2.08% | |
| 38 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.52% | — | — | |
| 39 | PRU | Prudential Financial INC | 股票-金融 | 0.45% | — | +0.86% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | — | +0.58% | |
| 41 | BX | Blackstone INC | 股票-金融 | 0.45% | — | +0.31% | |
| 42 | STWD | Starwood Property Trust INC | 股票-房地產 | 0.44% | — | +1.17% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.43% | — | -1.51% | |
| 44 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.43% | — | -1.85% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.41% | — | +15.88% | |
| 46 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.40% | — | +109.07% | |
| 47 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.40% | — | +51.96% | |
| 48 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.38% | — | -0.48% | |
| 49 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.38% | — | +9.78% | |
| 50 | SO | Southern Co/the | 股票-公用事業 | 0.37% | — | -4.70% |