CIK: 0001785498
申報總市值
US$4.9億
僅顯示前 200 大持股（共 206 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 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.75% | — | -28.17% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.55% | — | +0.43% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.93% | +0.40% | +24.50% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.57% | +1.79% | +5.03% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.17% | -0.29% | -0.10% | |
| 6 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 4.09% | -3.48% | EXIT | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 3.90% | +0.25% | +150.68% | |
| 8 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 3.57% | +0.71% | +0.06% | |
| 9 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 3.44% | — | +0.66% | |
| 10 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 3.26% | — | -4.71% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.67% | -0.50% | -1.09% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.85% | -0.23% | -0.12% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.75% | -0.16% | -2.12% | |
| 14 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 1.33% | +0.20% | -1.13% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.28% | -0.23% | -2.84% | |
| 16 | VDE | Vanguard Energy ETF | ETF-其他 | 1.22% | — | +0.20% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | +0.31% | +4.91% | |
| 18 | ABBV | Abbvie INC | 股票-醫療保健 | 1.12% | — | -1.18% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.04% | — | -40.09% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.98% | -0.09% | — | |
| 21 | HD | Home Depot INC | 股票-循環性消費 | 0.94% | — | — | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | -0.15% | -0.40% | |
| 23 | QCOM | Qualcomm INC | 股票-科技 | 0.90% | -0.14% | +1.65% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.87% | -0.11% | +8.85% | |
| 25 | ELV | Elevance Health INC | 股票-醫療保健 | 0.84% | — | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.82% | -0.14% | -0.76% | |
| 27 | USB | US Bancorp | 股票-金融 | 0.80% | — | -9.67% | |
| 28 | XCEM | Columbia Em Core Ex-china | ETF-新興市場 | 0.79% | — | +40.83% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | — | +922.06% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.71% | +0.22% | +3.03% | |
| 31 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.67% | — | -0.96% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | — | +5.64% | |
| 33 | PM | Philip Morris International | 股票-非循環性消費 | 0.64% | — | +0.96% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | — | -3.30% | |
| 35 | SYK | Stryker CORP | 股票-醫療保健 | 0.63% | — | -0.25% | |
| 36 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.61% | — | -2.72% | |
| 37 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.60% | — | — | |
| 38 | CAT | Caterpillar INC | 股票-工業 | 0.58% | -0.13% | — | |
| 39 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.57% | +0.07% | +0.24% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | +5.54% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | — | +2.19% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.51% | — | +4.27% | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.49% | — | -1.78% | |
| 44 | CRM | Salesforce INC | 股票-科技 | 0.48% | -0.13% | +1.14% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | -0.08% | +2.58% | |
| 46 | T | At&t INC | 股票-通訊服務 | 0.47% | +0.07% | -5.96% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.46% | — | -2.58% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.46% | +0.05% | -1.19% | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.45% | — | -0.93% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.44% | -0.11% | -3.36% |