CIK: 0001844424
申報總市值
US$6.3億
僅顯示前 200 大持股（共 207 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 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 12.30% | -2.14% | +2.11% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 8.20% | -5.22% | +2.37% | |
| 3 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 7.81% | -0.67% | +10.34% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 6.56% | -0.90% | +4.49% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 5.84% | — | +4.41% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.33% | -0.60% | +2.99% | |
| 7 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 4.15% | -0.48% | — | |
| 8 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 3.91% | -3.27% | -0.70% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.50% | — | +21.77% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.33% | — | +1.17% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.13% | -0.45% | +6.11% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.77% | — | -30.37% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | -0.49% | +0.51% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.51% | -0.14% | +1.04% | |
| 15 | UBND | Victoryshares Core Plus Bond | ETF-其他 | 1.50% | +4.07% | +65.60% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.34% | — | -75.10% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.14% | — | +0.09% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.07% | — | +9.49% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.94% | — | +2.74% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.86% | — | +19.61% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.85% | -0.05% | +71.22% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.83% | — | -0.69% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.79% | -0.15% | +1.12% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.79% | -0.14% | +74.10% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.78% | +2.67% | +5.86% | |
| 26 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 0.76% | — | -1.22% | |
| 27 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.75% | -0.03% | +15.61% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | — | +18.56% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.70% | — | +5.01% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.63% | — | +1.52% | |
| 31 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 0.60% | — | +0.98% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.57% | — | -26.40% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | +60.58% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.52% | -0.39% | +58.25% | |
| 35 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 0.48% | +0.04% | +17.07% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | — | -15.47% | |
| 37 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.44% | +0.05% | +14.43% | |
| 38 | MGEE | Mge Energy INC | 股票-其他 | 0.41% | — | -1.84% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.37% | — | -2.67% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.36% | — | +146.26% | |
| 41 | TSLA | Tesla INC | 股票-循環性消費 | 0.35% | — | +4.75% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.33% | +0.02% | +69.40% | |
| 43 | USTB | Victoryshares Short-term Bon | ETF-其他 | 0.33% | +0.15% | -7.53% | |
| 44 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.29% | +0.12% | +646.48% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | — | -8.70% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.26% | — | -7.32% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.26% | — | +1.54% | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.26% | — | +0.54% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.25% | — | +20.64% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.24% | — | +5.02% |