CIK: 0001994335
申報總市值
US$3.9億
僅顯示前 200 大持股（共 212 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 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 14.96% | — | -0.29% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 10.52% | — | -13.82% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.57% | — | -0.14% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.57% | — | +7.93% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 6.33% | — | -0.13% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.55% | — | -2.64% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.34% | — | -1.48% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.21% | — | +29.19% | |
| 9 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 4.14% | — | -1.16% | |
| 10 | FVAL | Fidelity Value Factor ETF | ETF-其他 | 3.19% | — | -0.32% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 3.08% | — | -3.38% | |
| 12 | JCPI | Jp Morgan Inflation Mgd Bond | ETF-其他 | 3.06% | — | +7.32% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.72% | — | -0.93% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.63% | — | +3.39% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.92% | — | +25.47% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.78% | — | +376.03% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.62% | — | — | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.58% | — | -1.16% | |
| 19 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.34% | — | -21.64% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.97% | — | +46.81% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.73% | — | +7.51% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.71% | — | -9.16% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.65% | — | +16987.50% | |
| 24 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.61% | — | -4.55% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.49% | — | +472.93% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.46% | — | — | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.43% | — | — | |
| 28 | NDAQ | Nasdaq INC | 股票-金融 | 0.34% | — | -3.37% | |
| 29 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.33% | — | +32.47% | |
| 30 | JMSB | John Marshall Bancorp INC | 股票-其他 | 0.31% | — | — | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.30% | — | +131.71% | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.29% | — | -39.18% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.28% | — | — | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.26% | — | +106.42% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.25% | — | +18.61% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.18% | — | — | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.16% | — | +44.49% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.16% | — | +67.97% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.15% | — | +10.75% | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.14% | — | +19.68% | |
| 41 | EQIX | Equinix INC | 股票-房地產 | 0.13% | — | +99.26% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.12% | — | -9.47% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.09% | — | — | |
| 44 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.09% | — | — | |
| 45 | UBSI | United Bankshares INC | 股票-金融 | 0.09% | — | — | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.08% | — | — | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.08% | — | +6.27% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.08% | — | -2.20% | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.08% | — | +0.99% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.07% | — | +9.55% |