CIK: 0001800911
申報總市值
US$2.7億
僅顯示前 200 大持股（共 318 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.69% | -0.30% | +12.90% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.86% | -0.77% | +0.66% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.31% | +0.21% | +2.20% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.28% | -0.25% | -0.12% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.83% | +0.06% | +9.51% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.81% | +0.03% | +11.78% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.20% | -0.21% | +3.26% | |
| 8 | INTU | Intuit INC | 股票-科技 | 2.13% | -0.51% | +2.47% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.71% | +0.16% | -0.17% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.46% | -0.79% | +300.00% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.42% | +0.47% | +43.65% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.33% | — | +4.04% | |
| 13 | ADBE | Adobe INC | 股票-科技 | 1.26% | -0.14% | +2.63% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.18% | -0.16% | +11.34% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.11% | — | +1.40% | |
| 16 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 1.06% | — | +2.32% | |
| 17 | ACN | Accenture plc | 股票-科技 | 1.00% | -0.15% | -0.21% | |
| 18 | AMGN | Amgen INC | 股票-醫療保健 | 0.93% | — | +0.03% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.92% | -0.12% | +5.64% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 0.91% | — | +0.02% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.90% | — | -0.19% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.90% | — | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.88% | — | — | |
| 24 | PEP | Pepsico INC | 股票-非循環性消費 | 0.88% | +0.09% | +7.15% | |
| 25 | ABBV | Abbvie INC | 股票-醫療保健 | 0.87% | — | +6.40% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.85% | — | +0.77% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.84% | +0.45% | +151.29% | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.83% | — | -2.07% | |
| 29 | ILMN | Illumina INC | 股票-醫療保健 | 0.82% | — | — | |
| 30 | PYPL | Paypal Holdings INC | 股票-金融 | 0.81% | — | — | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.81% | — | — | |
| 32 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.81% | — | -1.05% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.80% | -0.17% | +7.28% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.79% | — | -3.97% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.79% | +0.07% | +6.98% | |
| 36 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.77% | +0.03% | +0.04% | |
| 37 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.73% | — | — | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | +0.11% | +11.79% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | — | |
| 40 | ROL | Rollins INC | 股票-循環性消費 | 0.62% | — | +2.91% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.60% | — | -9.86% | |
| 42 | IMCB | Ishares Morningstar Mid-cap | ETF-其他 | 0.60% | — | +7.51% | |
| 43 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.59% | — | +17.44% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | — | +1.83% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.59% | — | +2.22% | |
| 46 | NEE | Nextera Energy INC | 股票-公用事業 | 0.58% | — | — | |
| 47 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.58% | — | +7.32% | |
| 48 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.58% | — | — | |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.58% | — | +10.11% | |
| 50 | ZTS | Zoetis INC | 股票-醫療保健 | 0.57% | — | +2.30% |