CIK: 0001831332
申報總市值
US$3.5億
僅顯示前 200 大持股（共 467 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 15.02% | -0.62% | +2.41% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 12.38% | -0.29% | +2.54% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 12.10% | +0.10% | +6.56% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 8.72% | +0.61% | +3.84% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-其他 | 6.14% | — | +298.63% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.65% | +0.04% | +8.92% | |
| 7 | IYZ | Ishares US Telecommunication | ETF-其他 | 3.37% | — | +1.04% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.97% | -0.13% | +2.52% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.04% | — | +30.93% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.78% | +0.04% | -2.34% | |
| 11 | ITW | Illinois Tool Works | 股票-工業 | 1.47% | -0.52% | -74.13% | |
| 12 | POWR | Ishares US Power Infrastruct | ETF-其他 | 1.31% | — | +13.03% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.93% | +0.03% | +0.29% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.77% | — | +647.56% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.71% | +0.07% | — | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.65% | +0.05% | +0.73% | |
| 17 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 0.64% | — | +15.67% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.58% | — | -2.52% | |
| 19 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.51% | — | -20.11% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.51% | — | +17684.62% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.51% | +0.36% | +300.00% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | — | +2.87% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.44% | — | +0.76% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.42% | — | +9.30% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.40% | — | +3.02% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | -8.66% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.39% | — | -0.70% | |
| 28 | IDV | Ishares International Select | ETF-其他 | 0.38% | — | -2.80% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.37% | — | +131.44% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.36% | — | — | |
| 31 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.33% | — | +5.32% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.33% | +0.48% | — | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.33% | -0.09% | EXIT | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.32% | — | — | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.30% | +0.14% | NEW | |
| 36 | WMT | Walmart INC | 股票-非循環性消費 | 0.29% | — | — | |
| 37 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.28% | — | -0.94% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.28% | — | — | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.27% | — | — | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.27% | — | +32.93% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.26% | — | — | |
| 42 | VTR | Ventas INC | 股票-房地產 | 0.24% | — | — | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.22% | — | — | |
| 44 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.21% | +0.07% | NEW | |
| 45 | MO | Altria Group INC | 股票-非循環性消費 | 0.20% | — | — | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.19% | +0.06% | — | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.18% | — | +642.46% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.18% | — | +3.89% | |
| 49 | INTU | Intuit INC | 股票-科技 | 0.17% | -0.10% | EXIT | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.17% | — | — |