CIK: 0001994335
申報總市值
US$3.9億
僅顯示前 200 大持股（共 253 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 | 14.35% | — | -5.42% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 9.58% | — | -6.25% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.30% | — | -1.54% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 7.23% | — | +77.44% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.63% | — | +4.13% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 5.83% | — | -4.55% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 4.12% | — | -1.57% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.66% | — | +105.07% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.44% | — | -35.82% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.36% | — | -22.49% | |
| 11 | FVAL | Fidelity Value Factor ETF | ETF-其他 | 2.96% | — | -5.88% | |
| 12 | JCPI | Jp Morgan Inflation Mgd Bond | ETF-其他 | 2.84% | — | +0.30% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.64% | — | +175.99% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.62% | — | -0.32% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.38% | — | +35.97% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.19% | — | -17.22% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.78% | — | +180.17% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.59% | — | -0.34% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.33% | — | +6.88% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.15% | — | -60.10% | |
| 21 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.04% | — | -20.45% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.78% | — | +167.65% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.75% | — | +54.60% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.74% | — | -1.11% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.53% | — | -25.21% | |
| 26 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.49% | — | -38.10% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.43% | — | +1.22% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.40% | — | -11.73% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | — | +10113.33% | |
| 30 | NDAQ | Nasdaq INC | 股票-金融 | 0.34% | — | -1.49% | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.33% | — | — | |
| 32 | JMSB | John Marshall Bancorp INC | 股票-其他 | 0.32% | — | — | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.28% | — | — | |
| 34 | AAPL | Apple INC | 股票-科技 | 0.26% | — | -7.84% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.24% | — | — | |
| 36 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.16% | — | — | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.15% | — | — | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.14% | — | — | |
| 39 | EQIX | Equinix INC | 股票-房地產 | 0.13% | — | — | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.13% | — | -11.76% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.12% | — | — | |
| 42 | UBSI | United Bankshares INC | 股票-金融 | 0.11% | — | — | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.10% | — | +3.17% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.09% | — | +14.33% | |
| 45 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.09% | — | — | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.08% | — | -4.15% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.08% | — | +3558.06% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.08% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.08% | — | +3.04% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.08% | — | — |