CIK: 0001887409
申報總市值
US$3.6億
僅顯示前 200 大持股（共 266 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 | 5.61% | +0.47% | +3.96% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.82% | -0.61% | +1.98% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 3.72% | -0.14% | +2.57% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.69% | — | +2.83% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.50% | -0.28% | -0.59% | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 3.36% | -0.31% | +5.32% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 3.07% | -0.18% | +18.28% | |
| 8 | DVYE | Ishares Emerging Markets Div | ETF-新興市場 | 2.56% | -0.03% | -0.74% | |
| 9 | CRM | Salesforce INC | 股票-科技 | 2.13% | -0.25% | -0.34% | |
| 10 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.79% | — | -0.84% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.64% | +0.48% | +2.72% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.60% | +0.23% | -1.82% | |
| 13 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.53% | — | -1.02% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.28% | -0.26% | +12.33% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.13% | +0.16% | +14.88% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.11% | — | -2.73% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.04% | -0.12% | +5.21% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.01% | -0.18% | -2.75% | |
| 19 | BIBL | Inspire 100 ETF | ETF-其他 | 1.01% | — | +2.65% | |
| 20 | TSLA | Tesla INC | 股票-循環性消費 | 0.93% | -0.09% | -10.34% | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.92% | — | +13.42% | |
| 22 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.87% | — | -5.38% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.86% | — | -7.92% | |
| 24 | JMIA | Jumia Technologies Ag-adr | 股票-其他 | 0.82% | -0.27% | — | |
| 25 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.79% | — | -0.13% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.77% | — | -10.42% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | -8.41% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | — | -2.82% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.69% | -0.13% | -16.35% | |
| 30 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.62% | — | -2.74% | |
| 31 | WMT | Walmart INC | 股票-非循環性消費 | 0.59% | — | -4.94% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.59% | — | +14.17% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.58% | — | +92.01% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.55% | — | -12.82% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | +0.21% | +4.99% | |
| 36 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.55% | -0.32% | — | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.53% | — | -1.38% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.51% | — | +129.11% | |
| 39 | EELV | Invesco S&p Emerging Markets | ETF-新興市場 | 0.49% | — | -14.65% | |
| 40 | DFP | Flaherty & Crumrine Dyn Pref | 股票-其他 | 0.48% | — | -3.80% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.47% | — | +158.52% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | -0.25% | +5.08% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.46% | -0.13% | +2.31% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | — | -6.97% | |
| 45 | LAC | Lithium Americas CORP | 股票-其他 | 0.45% | -0.08% | -11.11% | |
| 46 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.44% | -0.11% | +8.09% | |
| 47 | PM | Philip Morris International | 股票-非循環性消費 | 0.44% | — | +3.15% | |
| 48 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.44% | — | +172.29% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 0.43% | — | -4.00% | |
| 50 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 0.43% | — | -16.64% |