CIK: 0001887409
申報總市值
US$3.6億
僅顯示前 200 大持股（共 271 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 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 5.56% | +0.47% | +22.79% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.13% | -0.61% | -1.48% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 3.76% | -0.14% | +5.96% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.69% | — | +12.98% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.53% | -0.28% | +5.28% | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 3.24% | -0.31% | +21.58% | |
| 7 | DVYE | Ishares Emerging Markets Div | ETF-新興市場 | 2.66% | -0.03% | +0.52% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.47% | -0.18% | +15.10% | |
| 9 | CRM | Salesforce INC | 股票-科技 | 2.40% | -0.25% | +1.33% | |
| 10 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.92% | — | -0.17% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.66% | +0.48% | +21.95% | |
| 12 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.48% | — | +0.12% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.45% | +0.23% | +7.90% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.19% | -0.26% | -3.90% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.08% | — | +16.15% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.07% | -0.18% | -5.57% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.02% | -0.12% | +53.88% | |
| 18 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.01% | — | +140.63% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.01% | +0.16% | +11.79% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.97% | — | -0.97% | |
| 21 | BIBL | Inspire 100 ETF | ETF-其他 | 0.96% | — | +0.74% | |
| 22 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.91% | — | -0.04% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | — | +26.01% | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.84% | — | +31.03% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | — | +25.92% | |
| 26 | TSLA | Tesla INC | 股票-循環性消費 | 0.77% | -0.09% | -0.49% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | — | +187.64% | |
| 28 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.64% | — | -8.83% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.64% | -0.13% | +13.50% | |
| 30 | WMT | Walmart INC | 股票-非循環性消費 | 0.61% | — | +3.18% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.60% | — | -14.98% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.60% | — | +6.52% | |
| 33 | EELV | Invesco S&p Emerging Markets | ETF-新興市場 | 0.59% | — | -1.09% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.21% | +77.06% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | — | +25.57% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.52% | — | -2.40% | |
| 37 | PM | Philip Morris International | 股票-非循環性消費 | 0.51% | — | +446.40% | |
| 38 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 0.51% | — | +0.62% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.50% | — | +11.28% | |
| 40 | DFP | Flaherty & Crumrine Dyn Pref | 股票-其他 | 0.50% | — | -0.84% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | -0.13% | — | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.45% | — | +57.72% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | — | +53.81% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.45% | — | +1.69% | |
| 45 | MDT | Medtronic plc | 股票-醫療保健 | 0.43% | — | +164.88% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.41% | — | -23.63% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.40% | — | +0.76% | |
| 48 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.40% | -0.11% | +198.94% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.39% | — | +14.73% | |
| 50 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.39% | — | -46.77% |