CIK: 0001909750
申報總市值
US$4.3億
僅顯示前 200 大持股（共 651 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 20.39% | -0.14% | -2.69% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 15.27% | — | +9.46% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.48% | +0.03% | -15.61% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.46% | +1.21% | +10.59% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.52% | -0.41% | -7.09% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.00% | +1.69% | +40.46% | |
| 7 | IDV | Ishares International Select | ETF-其他 | 2.78% | -0.08% | -12.18% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.47% | -0.97% | +17152.27% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.20% | -2.13% | EXIT | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.19% | — | -33.15% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.97% | — | -0.09% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | -0.18% | +14.37% | |
| 13 | APAM | Artisan Partners Asset Ma -a | 股票-金融 | 0.86% | -0.05% | +1.23% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.83% | +0.06% | +2.40% | |
| 15 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.81% | — | -47.43% | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.74% | +0.12% | +51.84% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | +0.08% | +10.41% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.63% | -0.08% | -3.69% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.60% | — | +0.30% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.54% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.52% | — | +186.97% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.52% | — | — | |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.51% | — | — | |
| 24 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.49% | — | +0.11% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.49% | — | +0.08% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.48% | +0.05% | +110.35% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.45% | -0.10% | — | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.45% | — | — | |
| 29 | GS | Goldman Sachs Group INC | 股票-金融 | 0.40% | — | +31.63% | |
| 30 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.38% | +0.05% | +34.86% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.38% | -0.34% | +43.48% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | — | +44.96% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.35% | -0.04% | +1.88% | |
| 34 | NFLX | Netflix INC | 股票-通訊服務 | 0.35% | -0.52% | EXIT | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.35% | — | +3933.93% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.34% | — | +63.19% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.33% | — | +102.24% | |
| 38 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.32% | — | -0.57% | |
| 39 | VUG | Vanguard Growth ETF | ETF-其他 | 0.32% | — | -24.32% | |
| 40 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.31% | — | -38.61% | |
| 41 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.31% | — | — | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.30% | — | +0.05% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.29% | -0.11% | +571.43% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.29% | — | +225.03% | |
| 45 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 0.29% | +0.07% | +33.22% | |
| 46 | TEL | TE Connectivity plc | 股票-科技 | 0.29% | — | +4.49% | |
| 47 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.28% | — | — | |
| 48 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.28% | — | +0.02% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.28% | — | +134.66% | |
| 50 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.28% | — | — |