CIK: 0001817174
申報總市值
US$3.3億
僅顯示前 200 大持股（共 202 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 | 15.02% | -4.34% | -15.57% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.22% | -2.20% | -4.04% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 7.47% | — | +15.13% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.06% | -1.07% | +2.89% | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 2.91% | -1.11% | +7.29% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.64% | — | +2.11% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.63% | -0.57% | +4.01% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.61% | +0.50% | +48.58% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.59% | — | +2.78% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | -0.07% | +31.86% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.35% | — | +1.45% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.02% | — | -10.27% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.95% | -0.03% | -5.44% | |
| 14 | PLD | Prologis INC | 股票-房地產 | 0.93% | — | +31.30% | |
| 15 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.90% | +0.27% | +3.60% | |
| 16 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.81% | — | +17.08% | |
| 17 | MS | Morgan Stanley | 股票-金融 | 0.81% | +0.15% | +11.59% | |
| 18 | BLKCHF | Blackrock INC | 股票-其他 | 0.75% | — | +14.78% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.75% | +1.09% | -0.98% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | +0.26% | +14.94% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.15% | -0.72% | |
| 22 | PM | Philip Morris International | 股票-非循環性消費 | 0.73% | +0.23% | +13.21% | |
| 23 | NEE | Nextera Energy INC | 股票-公用事業 | 0.72% | — | +11.96% | |
| 24 | AMP | Ameriprise Financial INC | 股票-金融 | 0.71% | — | +12.65% | |
| 25 | HON | Honeywell International INC | 股票-工業 | 0.69% | — | +14.39% | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.68% | — | +14.71% | |
| 27 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.64% | — | +16.81% | |
| 28 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.64% | — | +106.49% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.63% | +0.19% | +22.67% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.61% | +0.33% | +42.87% | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.60% | — | -14.28% | |
| 32 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.57% | — | — | |
| 33 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.56% | -0.27% | +103.13% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.55% | +0.27% | +35.20% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | +0.19% | +1.14% | |
| 36 | C | Citigroup INC | 股票-金融 | 0.55% | — | +12.78% | |
| 37 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.53% | — | +18.57% | |
| 38 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.53% | — | +25.87% | |
| 39 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.51% | — | +17.70% | |
| 40 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.50% | — | — | |
| 41 | EA | Electronic Arts INC | 股票-通訊服務 | 0.50% | — | +16.32% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | — | +0.21% | |
| 43 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.47% | — | +20.86% | |
| 44 | LHX | L3harris Technologies INC | 股票-工業 | 0.46% | +0.20% | +8.26% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.45% | +0.29% | +40.17% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.45% | — | -0.22% | |
| 47 | EQIX | Equinix INC | 股票-房地產 | 0.44% | — | +22.85% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.43% | — | -0.42% | |
| 49 | MA | Mastercard INC - A | 股票-金融 | 0.43% | — | +42.37% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.42% | +0.20% | +19.25% |