CIK: 0001767045
申報總市值
US$10.8億
僅顯示前 200 大持股（共 2148 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.96% | +12.35% | NEW | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 7.08% | +7.12% | NEW | |
| 3 | GBDC | Golub Capital Bdc INC | 股票-金融 | 6.18% | +4.21% | NEW | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.19% | +4.97% | NEW | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.70% | +3.11% | NEW | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.05% | +4.03% | NEW | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.40% | +1.39% | NEW | |
| 8 | FSC1EUR | Oaktree Specialty Lending Co | 股票-其他 | 2.17% | — | -0.25% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.66% | +0.73% | NEW | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.56% | +0.82% | NEW | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.37% | +1.47% | NEW | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.35% | +2.17% | NEW | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.24% | +0.65% | NEW | |
| 14 | APPS | Digital Turbine INC | 股票-其他 | 1.24% | — | +1.22% | |
| 15 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 1.00% | +0.83% | NEW | |
| 16 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.91% | — | +0.21% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.80% | +0.96% | NEW | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.78% | +0.76% | NEW | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 0.76% | +0.94% | NEW | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.71% | +0.44% | NEW | |
| 21 | RPAR | Rpar Risk Parity ETF | ETF-其他 | 0.66% | +2.15% | NEW | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.65% | +0.60% | NEW | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.64% | +0.46% | NEW | |
| 24 | PFE | Pfizer INC | 股票-醫療保健 | 0.59% | — | +765.06% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.90% | NEW | |
| 26 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.58% | — | +27.98% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | +1.00% | NEW | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | +0.32% | NEW | |
| 29 | CME | Cme Group INC | 股票-金融 | 0.44% | +0.53% | NEW | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | +2.53% | NEW | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | +0.44% | NEW | |
| 32 | TSLA | Tesla INC | 股票-循環性消費 | 0.41% | +0.38% | NEW | |
| 33 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.39% | — | — | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.39% | +0.87% | NEW | |
| 35 | VRTVEUR | Veritiv CORP | 股票-其他 | 0.37% | — | — | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.37% | +0.36% | NEW | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.37% | +0.38% | NEW | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.35% | — | — | |
| 39 | BA | Boeing Co/the | 股票-工業 | 0.35% | — | +2498.85% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.34% | +0.38% | NEW | |
| 41 | ✓ | Digital Brands Group INC | 股票-其他 | 0.34% | — | — | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.34% | — | +14.07% | |
| 43 | MGIEUR | Moneygram International INC | 股票-其他 | 0.33% | — | +1.42% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.30% | — | +214.47% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.30% | — | +127.28% | |
| 46 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地產 | 0.29% | — | +17.76% | |
| 47 | TXN | Texas Instruments INC | 股票-科技 | 0.29% | — | +427.19% | |
| 48 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.28% | — | +576.97% | |
| 49 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.28% | — | +229.19% | |
| 50 | BLKCHF | Blackrock INC | 股票-其他 | 0.27% | — | +228.26% |