CIK: 0001909750
申報總市值
US$4.3億
僅顯示前 200 大持股（共 386 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 | 20.05% | — | +3.05% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 15.09% | -0.14% | -0.30% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.78% | +1.21% | +7.42% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.90% | +1.69% | +5.08% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.43% | -2.13% | EXIT | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.27% | +0.03% | +4.76% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.19% | -0.41% | +1.45% | |
| 8 | IDV | Ishares International Select | ETF-其他 | 1.87% | -0.08% | -0.38% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.80% | -0.97% | +56.06% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.40% | -0.34% | +102.53% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.08% | — | +19.56% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.18% | -4.54% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.01% | +0.12% | +2.91% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.99% | +0.06% | +0.69% | |
| 15 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.92% | -0.07% | +0.02% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.80% | — | — | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | — | +6.61% | |
| 18 | APAM | Artisan Partners Asset Ma -a | 股票-金融 | 0.75% | -0.05% | +1.03% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.74% | -0.08% | +4.15% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.72% | — | +0.54% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.70% | — | -0.17% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.67% | -0.11% | +1.16% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.67% | -0.10% | -1.01% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.61% | — | +0.31% | |
| 25 | NFLX | Netflix INC | 股票-通訊服務 | 0.61% | -0.52% | EXIT | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.61% | — | -0.87% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.59% | — | -0.14% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.55% | — | — | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.54% | +0.05% | -1.31% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.53% | — | +199.00% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.50% | — | +0.08% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.49% | — | -0.16% | |
| 33 | GS | Goldman Sachs Group INC | 股票-金融 | 0.44% | — | +3.54% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | +163.49% | |
| 35 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.42% | — | -11.10% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.41% | — | -0.29% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.41% | — | +334.30% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | -0.04% | +1.46% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.39% | -0.18% | +78.99% | |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.39% | — | — | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.37% | — | +0.09% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.37% | -0.24% | EXIT | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | +0.11% | — | |
| 44 | T | At&t INC | 股票-通訊服務 | 0.33% | +0.05% | +0.01% | |
| 45 | ABBV | Abbvie INC | 股票-醫療保健 | 0.31% | — | -19.85% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.31% | — | +11.22% | |
| 47 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.31% | — | — | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.30% | — | +1.07% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.29% | — | +88.55% | |
| 50 | MS | Morgan Stanley | 股票-金融 | 0.29% | — | +3.40% |