CIK: 0001909750
申報總市值
US$4.3億
僅顯示前 200 大持股（共 610 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 | 18.52% | — | +4.52% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 16.98% | -0.14% | -6.66% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.14% | +1.21% | +2.37% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.23% | +1.69% | +22.24% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.87% | +0.03% | -10.44% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.49% | -0.41% | -1.14% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.07% | -0.97% | +15.88% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.34% | -2.13% | EXIT | |
| 9 | IDV | Ishares International Select | ETF-其他 | 1.90% | -0.08% | -0.03% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.12% | +0.12% | +12.51% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.01% | -0.18% | +10.09% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.99% | — | -2.19% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.97% | — | -0.54% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.96% | +0.06% | +5.84% | |
| 15 | APAM | Artisan Partners Asset Ma -a | 股票-金融 | 0.80% | -0.05% | +0.86% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.77% | — | +39.91% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.73% | -0.08% | +0.03% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.67% | — | +29.10% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.65% | -0.10% | +34.34% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.63% | — | +0.64% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.61% | — | +10.07% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.58% | — | — | |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.58% | — | +18.17% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | +0.08% | -8.91% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.56% | — | +122.23% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.52% | — | +2.16% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.49% | — | +7.18% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.48% | +0.05% | -0.50% | |
| 29 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.47% | — | +0.43% | |
| 30 | GS | Goldman Sachs Group INC | 股票-金融 | 0.45% | — | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.39% | — | +14.25% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.39% | -0.34% | +0.09% | |
| 33 | NFLX | Netflix INC | 股票-通訊服務 | 0.39% | -0.52% | EXIT | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.38% | -0.04% | -1.00% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | — | — | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.37% | — | — | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.37% | — | +359.23% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.36% | -0.11% | +913.43% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.34% | — | +5.36% | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.33% | — | +0.93% | |
| 41 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.32% | +0.05% | +14.87% | |
| 42 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.31% | -0.05% | -61.81% | |
| 43 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 0.30% | +0.07% | +0.24% | |
| 44 | T | At&t INC | 股票-通訊服務 | 0.30% | +0.05% | +19.43% | |
| 45 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.30% | — | — | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.30% | — | +0.08% | |
| 47 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.30% | -0.07% | +0.14% | |
| 48 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.29% | — | — | |
| 49 | TEL | TE Connectivity plc | 股票-科技 | 0.28% | — | — | |
| 50 | ABBV | Abbvie INC | 股票-醫療保健 | 0.28% | — | +0.78% |