CIK: 0001802743
申報總市值
US$2.4億
僅顯示前 200 大持股（共 259 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 | 11.24% | — | +14.16% | |
| 2 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 6.47% | -0.26% | -23.87% | |
| 3 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 4.88% | — | +4.30% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.46% | -0.15% | +16.44% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.83% | — | -6.75% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.49% | — | +129.38% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.49% | — | -0.84% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.37% | -0.26% | -2.81% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.29% | +0.12% | -5.73% | |
| 10 | PAXS | Pimco Access Income Fund | 股票-其他 | 2.09% | — | +1.04% | |
| 11 | PDO | Pimco Dynamic Income Opport | 股票-其他 | 2.01% | — | -0.97% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.97% | — | +20.30% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.84% | — | -1.02% | |
| 14 | HTAB | Hartford Schroders Tax Aware | ETF-其他 | 1.84% | -0.26% | — | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.75% | — | -1.13% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.72% | — | -1.22% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.38% | — | -1.61% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.38% | — | -0.79% | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.22% | — | +18.51% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.15% | — | +157.13% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.13% | — | +25.71% | |
| 22 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.86% | — | +40.36% | |
| 23 | FIDI | Fidelity Intl Hi Div ETF | ETF-其他 | 0.82% | — | -2.77% | |
| 24 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 0.81% | — | +1.34% | |
| 25 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.80% | — | +2.59% | |
| 26 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.75% | — | +0.98% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.74% | -0.12% | -4.27% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.69% | +0.25% | -3.00% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | -0.23% | +5.09% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.65% | — | +9.53% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.12% | +3.75% | |
| 32 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.62% | — | +37.85% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.57% | — | -14.45% | |
| 34 | BX | Blackstone INC | 股票-金融 | 0.57% | — | +0.07% | |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.56% | — | +165.19% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | +6.84% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.52% | — | -0.74% | |
| 38 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.51% | — | -6.12% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.51% | — | +1.61% | |
| 40 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.50% | — | -2.12% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | — | -0.01% | |
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.48% | — | +0.50% | |
| 43 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.47% | — | -1.26% | |
| 44 | TEVA | Teva Pharmaceutical-sp Adr | 股票-醫療保健 | 0.43% | — | +394.81% | |
| 45 | PRU | Prudential Financial INC | 股票-金融 | 0.42% | — | -10.06% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.40% | -0.25% | +105.41% | |
| 47 | STWD | Starwood Property Trust INC | 股票-房地產 | 0.39% | — | -11.22% | |
| 48 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.38% | — | +541.14% | |
| 49 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 0.38% | — | — | |
| 50 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.38% | — | -4.85% |