CIK: 0001802743
申報總市值
US$2.4億
僅顯示前 200 大持股（共 232 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 | 10.30% | — | +1.64% | |
| 2 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 9.20% | -0.26% | +3.02% | |
| 3 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 5.06% | — | -1.91% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.29% | — | -3.18% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.98% | -0.15% | -0.20% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.60% | — | -7.41% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.66% | -0.26% | -2.61% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.58% | +0.12% | -3.14% | |
| 9 | PDO | Pimco Dynamic Income Opport | 股票-其他 | 2.36% | — | +5.76% | |
| 10 | PAXS | Pimco Access Income Fund | 股票-其他 | 2.32% | — | +3.12% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.95% | — | -0.32% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.93% | — | +12.09% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.90% | — | -2.85% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.79% | — | -0.37% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.66% | — | +15.84% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.61% | — | +2.67% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.39% | — | -2.69% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.06% | — | +23.30% | |
| 19 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-其他 | 0.92% | — | +13.48% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.91% | — | +8.10% | |
| 21 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.90% | — | +13.81% | |
| 22 | FIDI | Fidelity Intl Hi Div ETF | ETF-其他 | 0.90% | — | -2.37% | |
| 23 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.89% | — | +13.94% | |
| 24 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 0.85% | — | -0.81% | |
| 25 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.82% | — | +10.57% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.80% | +0.25% | -0.72% | |
| 27 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.80% | — | +6.71% | |
| 28 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.79% | — | +17.95% | |
| 29 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.73% | — | +7.29% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | -0.12% | — | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | -0.23% | +2.73% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.59% | — | -9.41% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | -0.12% | -1.37% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.56% | — | -0.23% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | — | -0.35% | |
| 36 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.54% | — | — | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.50% | — | -1.23% | |
| 38 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.50% | — | +0.66% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | — | -1.99% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.46% | — | +27.15% | |
| 41 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.46% | — | +2.87% | |
| 42 | STWD | Starwood Property Trust INC | 股票-房地產 | 0.45% | — | -0.46% | |
| 43 | BX | Blackstone INC | 股票-金融 | 0.45% | — | +1.19% | |
| 44 | PRU | Prudential Financial INC | 股票-金融 | 0.44% | — | -1.47% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.43% | — | +16.79% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.39% | — | +3.40% | |
| 47 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.38% | — | +2.57% | |
| 48 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.38% | — | +1.66% | |
| 49 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.38% | — | +48.86% | |
| 50 | SO | Southern Co/the | 股票-公用事業 | 0.38% | — | +8.07% |