CIK: 0001729094
申報總市值
US$9.8億
僅顯示前 200 大持股（共 332 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 | 21.83% | -2.14% | -0.84% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.87% | — | +2.02% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.07% | -0.48% | -1.04% | |
| 4 | WBD | Warner Bros Discovery INC | 股票-通訊服務 | 3.31% | -0.28% | -0.14% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.84% | +0.10% | +4.23% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.80% | +1.83% | +10.16% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | -0.52% | +5.91% | |
| 8 | SHOP | Shopify INC - Class A | 股票-科技 | 2.54% | -0.68% | +0.07% | |
| 9 | ABBV | Abbvie INC | 股票-醫療保健 | 2.18% | -0.15% | +1.19% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.07% | -0.27% | +1.86% | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.80% | — | +0.38% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.68% | -0.12% | +7.49% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.61% | -0.33% | +1.35% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.51% | -0.11% | +2.41% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.49% | — | +7.47% | |
| 16 | TRGP | Targa Resources CORP | 股票-能源 | 1.26% | +0.38% | +0.08% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | — | +16.36% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.07% | -0.14% | +2.46% | |
| 19 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.06% | -0.24% | +0.01% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 0.97% | — | +7.27% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.81% | — | -0.91% | |
| 22 | WMT | Walmart INC | 股票-非循環性消費 | 0.75% | +0.10% | +3.91% | |
| 23 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.70% | — | — | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.64% | — | +19.04% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | — | +4.50% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | — | -1.65% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.57% | — | +5.67% | |
| 28 | TSLA | Tesla INC | 股票-循環性消費 | 0.56% | — | +6.02% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | — | +18.41% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.50% | — | +24.39% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | +0.11% | +7.20% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | — | +1.29% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.47% | — | +3.66% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.42% | +0.08% | -4.36% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.40% | — | — | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | +0.16% | +8.07% | |
| 37 | CRWV | Coreweave Inc-cl A | 股票-科技 | 0.38% | — | +324.90% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.37% | — | +1.37% | |
| 39 | AEP | American Electric Power | 股票-公用事業 | 0.37% | +0.05% | +1.29% | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.36% | — | +6.43% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.36% | — | +0.57% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.35% | — | +0.43% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.35% | — | +3.25% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.33% | — | +0.06% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.32% | — | +62.75% | |
| 46 | GE | General Electric | 股票-工業 | 0.31% | — | +10.79% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.31% | +0.10% | +5.72% | |
| 48 | NFLX | Netflix INC | 股票-通訊服務 | 0.30% | +0.06% | +946.68% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.30% | +0.06% | +12.51% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.29% | — | +7.22% |