CIK: 0001864229
申報總市值
US$4.4億
僅顯示前 200 大持股（共 343 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 | 22.55% | -7.20% | +4.55% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 7.61% | -0.23% | +4.81% | |
| 3 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 6.86% | — | +34.32% | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 6.81% | — | +36.33% | |
| 5 | FLHY | Franklin High Yield Corporat | ETF-非投資等級債 | 5.56% | +2.24% | +8.57% | |
| 6 | DIAL | Columbia Divers Fix INC ETF | ETF-其他 | 5.41% | — | +5.15% | |
| 7 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 3.98% | +2.87% | +2.98% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.28% | — | +6.13% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.90% | -0.48% | +631.93% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.86% | -0.08% | +3.01% | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 2.33% | — | +8.89% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.27% | +0.97% | |
| 13 | USSG | Xtrackers Msci USA Sele Eqty | ETF-其他 | 1.33% | -0.13% | +7.22% | |
| 14 | GS | Goldman Sachs Group INC | 股票-金融 | 0.99% | -0.05% | +1.81% | |
| 15 | WINC | Western Asset St Dur INC ETF | ETF-其他 | 0.98% | — | +7720500.00% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.07% | +0.91% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.62% | -0.06% | +1.03% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.61% | — | -0.31% | |
| 19 | FLUD | Franklin Ultra Short Bond Et | ETF-其他 | 0.61% | — | — | |
| 20 | UDIV | Franklin U.s. Core Dividend | ETF-其他 | 0.60% | — | -2.27% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.56% | -0.14% | +23.70% | |
| 22 | NEE | Nextera Energy INC | 股票-公用事業 | 0.51% | — | +1.64% | |
| 23 | AMP | Ameriprise Financial INC | 股票-金融 | 0.50% | -0.04% | +0.31% | |
| 24 | RTX | Rtx CORP | 股票-工業 | 0.47% | — | — | |
| 25 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.45% | — | +1.27% | |
| 26 | PYPL | Paypal Holdings INC | 股票-金融 | 0.40% | — | +1.71% | |
| 27 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.39% | — | +0.92% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.38% | -0.08% | — | |
| 29 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.37% | — | -0.03% | |
| 30 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 0.32% | — | -0.14% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | +0.12% | +0.83% | |
| 32 | TGT | Target CORP | 股票-循環性消費 | 0.31% | — | +0.72% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.30% | — | +0.85% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.29% | -0.05% | — | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.28% | -0.07% | +1.98% | |
| 36 | FTSD | Franklin Short Duration U.s. | ETF-其他 | 0.28% | — | -27.30% | |
| 37 | ALL | Allstate CORP | 股票-金融 | 0.28% | — | +0.71% | |
| 38 | HON | Honeywell International INC | 股票-工業 | 0.28% | — | +0.30% | |
| 39 | ZS | Zscaler INC | 股票-科技 | 0.27% | -0.07% | EXIT | |
| 40 | BALL | Ball CORP | 股票-循環性消費 | 0.27% | — | -0.36% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | — | +0.36% | |
| 42 | BX | Blackstone INC | 股票-金融 | 0.25% | -0.06% | -0.09% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.25% | +0.04% | +305.39% | |
| 44 | C | Citigroup INC | 股票-金融 | 0.24% | — | +0.42% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.24% | -0.05% | — | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.23% | — | +0.35% | |
| 47 | DHR | Danaher CORP | 股票-醫療保健 | 0.23% | — | +0.77% | |
| 48 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.23% | — | +0.26% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.22% | — | +1.06% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.22% | +0.04% | +0.65% |