CIK: 0001803848
申報總市值
US$12.7億
僅顯示前 200 大持股（共 221 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 12.36% | -0.45% | +754.85% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 7.50% | — | +770.82% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 6.43% | — | +908.64% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.05% | — | +692.62% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.94% | -0.34% | +795.27% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.60% | +0.20% | +2327.03% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.46% | -0.42% | +75.79% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.46% | — | +363.40% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.83% | -0.11% | +54.30% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.42% | — | — | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.67% | — | +533.81% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.52% | -0.06% | +525.71% | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.51% | — | — | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.33% | — | — | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.22% | -0.06% | +261.41% | |
| 16 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.03% | +0.07% | +119.00% | |
| 17 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.99% | — | — | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.97% | — | +593.57% | |
| 19 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.84% | — | +2687.34% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.81% | — | +728.89% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.07% | +81.45% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.76% | — | +39.22% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.75% | -0.17% | +7.63% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.69% | — | +587.27% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | — | +125.96% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | -0.34% | +340.04% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.67% | -0.08% | +67.75% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.67% | — | +15.83% | |
| 29 | PYPL | Paypal Holdings INC | 股票-金融 | 0.63% | — | +271.21% | |
| 30 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.60% | — | +9165.00% | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.58% | — | +1193.13% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.57% | — | +583.66% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.56% | — | +385.69% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.56% | — | +11.22% | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.52% | — | — | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.52% | — | — | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.11% | +699.86% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.50% | — | +21.59% | |
| 39 | HUM | Humana INC | 股票-醫療保健 | 0.46% | — | +3.05% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | +0.24% | +1314.07% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.43% | — | +48.20% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.43% | — | +271.79% | |
| 43 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.43% | — | — | |
| 44 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.41% | +0.04% | +320.60% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.38% | — | +60.29% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.37% | — | — | |
| 47 | CRM | Salesforce INC | 股票-科技 | 0.37% | — | +38.13% | |
| 48 | ED | Consolidated Edison INC | 股票-公用事業 | 0.36% | — | — | |
| 49 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.34% | -0.25% | +21.60% | |
| 50 | CME | Cme Group INC | 股票-金融 | 0.34% | — | — |