CIK: 0001908965
申報總市值
US$1.7億
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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.26% | +0.78% | -0.68% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 7.80% | +1.28% | -1.47% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 7.76% | +1.23% | -0.82% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.61% | +0.42% | -0.99% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.09% | +0.21% | -0.67% | |
| 6 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.59% | -0.31% | -1.61% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.33% | -0.31% | -0.16% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | -0.73% | -1.43% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.97% | -1.28% | -3.68% | |
| 10 | CAT | Caterpillar INC | 股票-工業 | 2.79% | -0.68% | -5.56% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.26% | -2.17% | -5.36% | |
| 12 | AES | Aes CORP | 股票-公用事業 | 2.18% | -0.23% | -2.40% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.18% | -0.19% | -0.57% | |
| 14 | MRK | Merck & Co. INC. | 股票-醫療保健 | 2.05% | +0.06% | -0.81% | |
| 15 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.03% | +0.01% | -2.14% | |
| 16 | AFL | Aflac INC | 股票-金融 | 2.01% | -0.08% | -0.87% | |
| 17 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.95% | +0.48% | -1.05% | |
| 18 | TROW | T Rowe Price Group INC | 股票-金融 | 1.92% | -1.92% | -1.76% | |
| 19 | UNP | Union Pacific CORP | 股票-工業 | 1.90% | +0.13% | -0.37% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.90% | +0.49% | +339.73% | |
| 21 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.83% | +0.13% | -0.47% | |
| 22 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.82% | +0.15% | +0.05% | |
| 23 | LRCX | Lam Research CORP | 股票-科技 | 1.70% | -0.67% | -4.21% | |
| 24 | PSA | Public Storage | 股票-房地產 | 1.68% | +0.17% | -2.43% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 1.56% | -0.34% | +1.08% | |
| 26 | OVV | Ovintiv INC | 股票-能源 | 1.49% | -1.49% | +9.08% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.41% | +0.06% | +48.67% | |
| 28 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 1.34% | +0.08% | -5.58% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.22% | -0.08% | +3.63% | |
| 30 | RKT | Rocket Cos Inc-class A | 股票-金融 | 1.14% | -0.46% | +0.78% | |
| 31 | RMBS | Rambus INC | 股票-科技 | 1.04% | -0.22% | +2.50% | |
| 32 | PWR | Quanta Services INC | 股票-工業 | 1.01% | +0.14% | +3.23% | |
| 33 | GILD | Gilead Sciences INC | 股票-醫療保健 | 1.01% | +0.02% | -0.54% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.92% | — | +0.67% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.91% | — | +2.27% | |
| 36 | NFLX | Netflix INC | 股票-通訊服務 | 0.89% | +0.16% | +907.09% | |
| 37 | DELL | Dell Technologies -c | 股票-科技 | 0.87% | +0.35% | +4.01% | |
| 38 | APO | Apollo Global Management INC | 股票-金融 | 0.79% | -0.07% | +5.10% | |
| 39 | DVN | Devon Energy CORP | 股票-能源 | 0.72% | +0.44% | +1.73% | |
| 40 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.62% | +0.08% | — | |
| 41 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.57% | -0.06% | -2.23% | |
| 42 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.54% | +0.06% | +6.70% | |
| 43 | TMUS | T-mobile US INC | 股票-通訊服務 | 0.53% | +0.44% | -3.34% | |
| 44 | COLB | Columbia Banking System INC | 股票-金融 | 0.40% | — | -0.52% | |
| 45 | BNDW | Vanguard Total World Bond Et | ETF-其他 | 0.38% | — | +471.55% | |
| 46 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.23% | — | — | |
| 47 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.22% | — | — | |
| 48 | NAD | Nuveen Quality Municipal INC | 股票-其他 | 0.22% | — | -1.82% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.17% | — | +55.38% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.17% | — | — |