CIK: 0001801583
申報總市值
US$5.0億
僅顯示前 200 大持股（共 219 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 | 4.02% | -0.43% | -4.47% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.59% | — | -13.65% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.57% | — | -3.77% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.51% | — | +0.38% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | — | -1.25% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.79% | — | -2.15% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.58% | — | +0.14% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.53% | — | +6.75% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.44% | +0.35% | -0.58% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | — | -2.08% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.29% | -0.57% | -1.89% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.26% | — | +12.11% | |
| 13 | ADP | Automatic Data Processing | 股票-科技 | 1.14% | — | -3.02% | |
| 14 | SLB | Slb LTD | 股票-能源 | 1.12% | -0.41% | -2.50% | |
| 15 | HD | Home Depot INC | 股票-循環性消費 | 1.08% | -0.59% | +0.78% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | — | -0.45% | |
| 17 | MET | Metlife INC | 股票-金融 | 1.06% | — | -3.98% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.05% | +0.50% | -2.06% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | -0.49% | -6.21% | |
| 20 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.03% | -0.35% | +1.71% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.03% | — | +1.05% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.01% | — | +4.08% | |
| 23 | CAT | Caterpillar INC | 股票-工業 | 1.01% | — | -2.47% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.95% | — | -8.47% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.91% | — | -2.36% | |
| 26 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.90% | +0.45% | -0.48% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.89% | — | -3.63% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.88% | — | +0.11% | |
| 29 | AMGN | Amgen INC | 股票-醫療保健 | 0.85% | — | -2.25% | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.85% | — | +1.78% | |
| 31 | HON | Honeywell International INC | 股票-工業 | 0.85% | — | -5.97% | |
| 32 | INTU | Intuit INC | 股票-科技 | 0.83% | -0.69% | +1.08% | |
| 33 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.83% | — | -0.39% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.82% | — | -2.46% | |
| 35 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.80% | — | -0.08% | |
| 36 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.78% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.71% | +2.38% | |
| 38 | WM | Waste Management INC | 股票-工業 | 0.77% | — | -1.50% | |
| 39 | XLF | Ss Financial Select Sector | ETF-其他 | 0.77% | — | -0.76% | |
| 40 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.76% | — | -1.69% | |
| 41 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 0.75% | — | -1.55% | |
| 42 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.74% | — | -0.03% | |
| 43 | QCOM | Qualcomm INC | 股票-科技 | 0.73% | — | +0.75% | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.72% | -0.56% | +6.93% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | — | -3.27% | |
| 46 | BLKCHF | Blackrock INC | 股票-其他 | 0.70% | — | -2.54% | |
| 47 | PEP | Pepsico INC | 股票-非循環性消費 | 0.69% | — | -2.05% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.68% | — | +12.91% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.67% | — | -5.13% | |
| 50 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 0.66% | — | +0.73% |