CIK: 0001909750
申報總市值
US$4.3億
僅顯示前 200 大持股（共 424 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 | 21.18% | — | +5.68% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 15.46% | -0.14% | -13.52% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.13% | +1.21% | +24.44% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.43% | +1.69% | +169.60% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.56% | +0.03% | -11.75% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.36% | -0.41% | -12.65% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.47% | -2.13% | EXIT | |
| 8 | IDV | Ishares International Select | ETF-其他 | 1.71% | -0.08% | -5.91% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | -0.18% | +23.06% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.25% | -0.97% | -62.34% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.14% | +0.12% | -10.26% | |
| 12 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.05% | -0.07% | +214.29% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.04% | — | +0.78% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.00% | +0.06% | +0.44% | |
| 15 | AVGO | Broadcom INC | 股票-科技 | 0.95% | -0.11% | +87.00% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.94% | — | +136.77% | |
| 17 | APAM | Artisan Partners Asset Ma -a | 股票-金融 | 0.84% | -0.05% | +0.86% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.82% | — | +5.05% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.77% | — | +5.01% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.77% | -0.08% | -2.35% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.77% | -0.10% | +5.01% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.76% | — | +6.25% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.73% | -0.34% | +75.33% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.69% | — | +179.34% | |
| 25 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.67% | — | +10.68% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.66% | — | +192.04% | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.65% | +0.05% | +9.58% | |
| 28 | NFLX | Netflix INC | 股票-通訊服務 | 0.60% | -0.52% | EXIT | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.54% | — | — | |
| 30 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.52% | — | +0.22% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.51% | — | +26.68% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.48% | — | -7.49% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.48% | — | -8.72% | |
| 34 | GS | Goldman Sachs Group INC | 股票-金融 | 0.47% | — | -16.08% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.45% | — | +0.38% | |
| 36 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.44% | — | -53.41% | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.38% | — | +0.11% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.36% | -0.04% | -10.29% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.34% | — | +71.50% | |
| 40 | ABBV | Abbvie INC | 股票-醫療保健 | 0.34% | — | +27.57% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.33% | -0.24% | EXIT | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.32% | — | -6.73% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.32% | — | +0.06% | |
| 44 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.31% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | +0.11% | +108.05% | |
| 46 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 0.31% | +0.07% | -6.91% | |
| 47 | HD | Home Depot INC | 股票-循環性消費 | 0.30% | — | -8.79% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.29% | -0.04% | +93.11% | |
| 49 | BX | Blackstone INC | 股票-金融 | 0.29% | — | +16.66% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.28% | — | -36.36% |