CIK: 0001830819
申報總市值
US$264.3億
僅顯示前 200 大持股（共 2101 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 | AAPL | Apple INC | 股票-科技 | 4.01% | -0.15% | +3.37% | |
| 2 | PH | Parker Hannifin CORP | 股票-工業 | 2.28% | — | -2.20% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.22% | -0.09% | -2.88% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.12% | -0.44% | +2.51% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.67% | — | -4.74% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.63% | +0.07% | +5.89% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.47% | +0.11% | +2.25% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.28% | — | +14.38% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.25% | — | +2.20% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.92% | +0.06% | -2.44% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | -0.24% | -4.17% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.89% | +0.02% | +5.99% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.87% | — | -0.20% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 0.83% | — | +0.56% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.80% | +0.03% | -8.62% | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.74% | +0.15% | -13.96% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.71% | — | +5.84% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | — | -5.83% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | — | +7.42% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.59% | — | -11.57% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.57% | +0.05% | +10.06% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.56% | — | +130.61% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.54% | — | -3.92% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.52% | — | +16.16% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.51% | -0.16% | -5.49% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.18% | +15.70% | |
| 27 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.50% | — | +0.04% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.50% | — | +46.45% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.48% | — | -18.27% | |
| 30 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.47% | — | +0.26% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.45% | — | +14.04% | |
| 32 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.44% | — | -47.33% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.44% | +0.06% | +4.94% | |
| 34 | TSLA | Tesla INC | 股票-循環性消費 | 0.44% | — | +17.91% | |
| 35 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.43% | — | -0.65% | |
| 36 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.41% | — | +4.96% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.41% | — | -23.61% | |
| 38 | FTCS | First Trust Capital Strength | ETF-其他 | 0.41% | — | -31.01% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.41% | — | +15.18% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.41% | — | +9.03% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.39% | +0.07% | +6.39% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.39% | — | +5.49% | |
| 43 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.39% | — | +15.15% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.38% | — | +160.74% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.36% | +0.06% | +2.89% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.36% | — | +4.84% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.35% | — | -8.71% | |
| 48 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.35% | — | +0.10% | |
| 49 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.34% | +0.04% | +11.19% | |
| 50 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.34% | — | -24.01% |