CIK: 0001844424
申報總市值
US$6.3億
| # | 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 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 17.98% | -2.14% | +4.84% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 16.35% | -5.22% | +6.54% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 8.11% | — | +2.26% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 6.29% | -3.27% | +5.35% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.82% | -0.60% | +3.17% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.67% | — | +2.98% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.80% | -0.14% | -0.83% | |
| 8 | HMOP | Hartford Municipal Opp ETF | ETF-其他 | 3.39% | — | +11.47% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.19% | — | +1.10% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.59% | — | -4.60% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.06% | -0.45% | +0.06% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.84% | — | +0.39% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.56% | — | -7.11% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.54% | -0.49% | +2.04% | |
| 15 | MGEE | Mge Energy INC | 股票-其他 | 1.31% | — | +0.91% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.17% | -0.15% | — | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.07% | — | +0.83% | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 0.89% | — | +0.21% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.67% | — | +4.03% | |
| 20 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.63% | -0.07% | +4.71% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.62% | — | -3.84% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.55% | — | — | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | — | +2067.00% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.51% | — | +23.09% | |
| 25 | TSLA | Tesla INC | 股票-循環性消費 | 0.50% | — | +206.27% | |
| 26 | SUB | Ishares Short-term National | ETF-其他 | 0.47% | — | +8.40% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | +3.96% | |
| 28 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-其他 | 0.45% | — | -6.69% | |
| 29 | DE | Deere & Co | 股票-工業 | 0.41% | — | -9.59% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.40% | +0.02% | -0.54% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.39% | — | -9.40% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.38% | — | +74.92% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | — | +1.91% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.36% | — | +5.71% | |
| 35 | COMT | Ishares Gsci Commodity Dynam | ETF-避險與商品 | 0.36% | — | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.35% | — | +2.08% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | +0.04% | +24.83% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.31% | — | +95.15% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.31% | — | -17.29% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.30% | — | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.30% | — | +17.24% | |
| 42 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.28% | — | +23.69% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.28% | +0.08% | -8.67% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.27% | — | +1.39% | |
| 45 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 0.27% | — | +12.21% | |
| 46 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.26% | — | -4.20% | |
| 47 | T | At&t INC | 股票-通訊服務 | 0.23% | — | +3.30% | |
| 48 | PFE | Pfizer INC | 股票-醫療保健 | 0.23% | — | +1.53% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.22% | +0.04% | -3.14% | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.22% | — | +0.83% |