CIK: 0001800911
申報總市值
US$2.7億
僅顯示前 200 大持股（共 278 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 | MSFT | Microsoft CORP | 股票-科技 | 4.65% | -0.77% | -4.27% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.81% | -0.25% | +18.80% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.90% | +0.21% | -3.96% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.71% | -0.30% | +1.72% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.20% | +0.06% | -0.34% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.18% | -0.21% | -3.64% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.18% | +0.03% | -8.26% | |
| 8 | INTU | Intuit INC | 股票-科技 | 1.95% | -0.51% | -1.97% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.84% | — | +0.01% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.81% | +0.47% | -22.74% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.79% | +0.16% | -5.32% | |
| 12 | AMGN | Amgen INC | 股票-醫療保健 | 1.63% | — | -2.22% | |
| 13 | ADBE | Adobe INC | 股票-科技 | 1.48% | -0.14% | -0.92% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.44% | -0.16% | -1.59% | |
| 15 | ABBV | Abbvie INC | 股票-醫療保健 | 1.20% | — | +0.07% | |
| 16 | PEP | Pepsico INC | 股票-非循環性消費 | 1.18% | +0.09% | +0.05% | |
| 17 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 1.18% | — | -12.86% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.09% | -0.12% | -0.41% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.08% | -0.15% | -1.04% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.07% | — | — | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.07% | — | -0.58% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | +0.07% | -4.06% | |
| 23 | HD | Home Depot INC | 股票-循環性消費 | 1.03% | — | — | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | -0.79% | -0.96% | |
| 25 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.00% | — | -2.08% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.99% | — | +59.69% | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.99% | +0.03% | +22.28% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.94% | — | — | |
| 29 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.88% | — | -3.62% | |
| 30 | PYPL | Paypal Holdings INC | 股票-金融 | 0.86% | — | -2.59% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.86% | — | -5.99% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | +0.11% | -7.89% | |
| 33 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.85% | — | -3.02% | |
| 34 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.82% | — | +0.87% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.81% | — | +1.28% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.76% | — | +0.06% | |
| 37 | ROL | Rollins INC | 股票-循環性消費 | 0.75% | — | -6.67% | |
| 38 | CI | THE Cigna Group | 股票-醫療保健 | 0.73% | — | -9.48% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事業 | 0.72% | — | -1.72% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.70% | — | -1.77% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.69% | — | — | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | — | +52.63% | |
| 43 | ENVUSD | Envestnet INC | 股票-其他 | 0.67% | — | -7.53% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.65% | — | +3.27% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.65% | — | +18.91% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.62% | -0.17% | — | |
| 47 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.62% | — | -3.35% | |
| 48 | T | At&t INC | 股票-通訊服務 | 0.60% | — | +1.09% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.22% | -0.79% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.57% | — | -1.34% |