CIK: 0001942548
申報總市值
US$9.4億
僅顯示前 200 大持股（共 320 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 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 5.23% | -0.06% | +12.62% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 4.99% | -0.65% | +7.12% | |
| 3 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 4.41% | -0.18% | +6.26% | |
| 4 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 4.33% | -0.37% | +1.27% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.23% | +0.11% | +5.74% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.70% | -0.05% | +4.21% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.60% | -0.07% | +21.83% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.04% | +0.05% | +13.37% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.94% | +0.15% | +13.94% | |
| 10 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 2.73% | -0.15% | +3.18% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.68% | +0.05% | +3.93% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.66% | +0.04% | +13.60% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.30% | -0.05% | +7.14% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.27% | -0.21% | +21.89% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.92% | +0.17% | +7.63% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.89% | +0.43% | +9.37% | |
| 17 | IGF | Ishares Global Infrastructur | ETF-其他 | 1.75% | -0.23% | +15.62% | |
| 18 | REET | Ishares Global Reit ETF | ETF-其他 | 1.74% | +0.04% | +11.67% | |
| 19 | TAFM | AB Tax Aware Inter Muni | ETF-其他 | 1.29% | +0.62% | +21.67% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.19% | — | +4.86% | |
| 21 | PGR | Progressive CORP | 股票-金融 | 1.07% | — | +0.55% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | +0.08% | +7.02% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.93% | +0.08% | +12.51% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.91% | +0.10% | +5.77% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.80% | -0.03% | -2.32% | |
| 26 | CGGO | Cap Group Global Growth | ETF-其他 | 0.78% | +0.03% | +0.63% | |
| 27 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.75% | — | -2.47% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.02% | +6.18% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.27% | +2.28% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | +0.59% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.69% | -0.04% | -3.20% | |
| 32 | TSLA | Tesla INC | 股票-循環性消費 | 0.64% | +0.08% | +12.27% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.63% | +0.09% | +5.93% | |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.62% | — | +3.95% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.56% | +0.06% | +17.65% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.55% | — | +11.62% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | — | +4.16% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.52% | — | -0.22% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.50% | +0.42% | +3.83% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.49% | — | +9.43% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.48% | +0.21% | +0.14% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.47% | — | -2.60% | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.43% | — | -1.41% | |
| 44 | GE | General Electric | 股票-工業 | 0.42% | +0.02% | +11.38% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.42% | — | -0.38% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.39% | — | -1.94% | |
| 47 | FNX | First Trust Mid Cap Core Alp | ETF-其他 | 0.36% | — | -3.47% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.33% | — | +0.08% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.33% | — | +6.21% | |
| 50 | HD | Home Depot INC | 股票-循環性消費 | 0.33% | — | +11.51% |