CIK: 0001767307
申報總市值
US$35.7億
僅顯示前 200 大持股（共 488 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.96% | +0.02% | +22.51% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.20% | +3.82% | -1.83% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.54% | -0.16% | +2.35% | |
| 4 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 3.91% | — | +1327.96% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.89% | -7.60% | -46.32% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.67% | -0.46% | +6.22% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.27% | -0.04% | +0.07% | |
| 8 | APP | Applovin Corp-class A | 股票-科技 | 2.25% | -4.16% | -9.10% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.14% | +1.27% | +2.28% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.60% | +0.85% | +8.27% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.59% | -0.20% | +110.51% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.59% | -0.18% | +0.79% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.48% | -0.12% | -22.44% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.46% | -0.03% | +5.29% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.35% | — | -11.08% | |
| 16 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.33% | — | -7.14% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.30% | +0.35% | -28.52% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.28% | — | -8.45% | |
| 19 | STNC | Hennessy Sustainable ETF | ETF-其他 | 1.12% | +0.27% | -4.14% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.03% | — | +2.61% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.97% | -0.16% | +581.05% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.92% | +4.32% | NEW | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | — | -0.34% | |
| 24 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.90% | — | +13.53% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.88% | — | +4.16% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.80% | — | +6.69% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.77% | — | +3.44% | |
| 28 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.73% | — | +6.03% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.69% | -0.29% | +69.08% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | +0.01% | +1272.83% | |
| 31 | BGC | Bgc Group Inc-a | 股票-金融 | 0.61% | -0.09% | +2.20% | |
| 32 | AYI | Acuity INC | 股票-工業 | 0.58% | — | -14.26% | |
| 33 | HYDB | Ishares High Yield Systemati | ETF-非投資等級債 | 0.58% | — | — | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.56% | +0.76% | +0.47% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.55% | — | +2.88% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.52% | — | -35.36% | |
| 37 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.51% | — | -12.49% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.51% | — | -6.80% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | +0.24% | +2.19% | |
| 40 | GSUS | Goldman Sachs Marketbeta US | ETF-避險與商品 | 0.50% | -1.05% | +148.66% | |
| 41 | DFAT | Dimensional US Target Value | ETF-其他 | 0.49% | — | -0.24% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | +1.22% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.48% | — | — | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.45% | — | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | — | -1.94% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.43% | +0.38% | -42.58% | |
| 47 | HD | Home Depot INC | 股票-循環性消費 | 0.42% | — | -1.31% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | -0.20% | +2.01% | |
| 49 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.40% | — | +17.65% | |
| 50 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.39% | — | +0.77% |