CIK: 0001909750
申報總市值
US$4.3億
僅顯示前 200 大持股（共 444 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 | 19.62% | — | +7.41% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 12.32% | -0.14% | -0.56% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.51% | +1.21% | +3.08% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.43% | -0.97% | +13.29% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.81% | +1.69% | +7.73% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.66% | -0.34% | +13.10% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.25% | +0.03% | +19.54% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.81% | -0.41% | -1.71% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.28% | -2.13% | EXIT | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | -0.18% | +19.27% | |
| 11 | IDV | Ishares International Select | ETF-其他 | 1.28% | -0.08% | -11.95% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.21% | — | +14.42% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.12% | -0.11% | +10.80% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.98% | — | -1.99% | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.97% | +0.12% | +6.52% | |
| 16 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.80% | -0.07% | -0.03% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.80% | +0.06% | +0.78% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.70% | — | -2.03% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | — | +3.34% | |
| 20 | NFLX | Netflix INC | 股票-通訊服務 | 0.69% | -0.52% | EXIT | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.68% | -0.08% | +2.17% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.66% | -0.10% | +0.60% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.65% | — | +0.04% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.65% | — | +0.39% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.57% | — | +0.17% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.56% | — | +0.17% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.53% | — | +0.02% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.52% | +0.05% | +10.31% | |
| 29 | GS | Goldman Sachs Group INC | 股票-金融 | 0.49% | — | — | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.49% | — | +1.91% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.49% | — | — | |
| 32 | APAM | Artisan Partners Asset Ma -a | 股票-金融 | 0.46% | -0.05% | — | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | — | +0.03% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | — | -2.97% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.37% | — | +2.65% | |
| 36 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.36% | — | -5.73% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.35% | — | +4.20% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.34% | -0.04% | — | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.33% | -0.31% | EXIT | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.32% | — | -8.94% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | — | — | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.30% | — | -7.86% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.30% | -0.04% | +5.59% | |
| 44 | MS | Morgan Stanley | 股票-金融 | 0.30% | — | — | |
| 45 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.29% | +0.04% | +4.44% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.29% | — | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.28% | -0.18% | +11.62% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.26% | — | -4.01% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.26% | -0.24% | EXIT | |
| 50 | ABBV | Abbvie INC | 股票-醫療保健 | 0.26% | — | — |