CIK: 0001800911
申報總市值
US$2.7億
僅顯示前 200 大持股（共 313 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 | 3.96% | -0.30% | +10.78% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.77% | -0.77% | -12.30% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.03% | -0.25% | -1.08% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.87% | -0.21% | -5.94% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.86% | -0.79% | -12.72% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.74% | +0.21% | -22.51% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.55% | +0.03% | +8.76% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.42% | +0.06% | +0.42% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.15% | +0.16% | +0.40% | |
| 10 | INTU | Intuit INC | 股票-科技 | 2.11% | -0.51% | -1.45% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.49% | — | +0.06% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 1.46% | -0.16% | +0.04% | |
| 13 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 1.33% | — | -2.87% | |
| 14 | ABBV | Abbvie INC | 股票-醫療保健 | 1.33% | — | -4.25% | |
| 15 | AMGN | Amgen INC | 股票-醫療保健 | 1.25% | — | +0.03% | |
| 16 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.15% | — | -1.81% | |
| 17 | PEP | Pepsico INC | 股票-非循環性消費 | 1.09% | +0.09% | +0.08% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.08% | — | -0.54% | |
| 19 | ADBE | Adobe INC | 股票-科技 | 1.06% | -0.14% | -0.52% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.04% | — | -0.97% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | -0.17% | +0.20% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.01% | +0.45% | -2.46% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.00% | -0.15% | -2.17% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.98% | +0.22% | +0.39% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | — | — | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | +0.07% | +0.17% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.83% | — | -6.04% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.83% | — | +0.35% | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.81% | -0.12% | -2.45% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.80% | — | -1.59% | |
| 31 | STXF | Strive 500 ETF | ETF-其他 | 0.79% | — | — | |
| 32 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.79% | +0.03% | -0.77% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | +0.11% | +0.04% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.78% | — | -3.77% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.73% | +0.47% | — | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.68% | — | -0.16% | |
| 37 | CI | THE Cigna Group | 股票-醫療保健 | 0.68% | — | -0.24% | |
| 38 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.68% | — | -3.13% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | -0.16% | — | |
| 40 | ROL | Rollins INC | 股票-循環性消費 | 0.67% | — | -0.99% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | — | +0.49% | |
| 42 | GE | General Electric | 股票-工業 | 0.60% | — | -0.08% | |
| 43 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.60% | — | -4.75% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | — | -1.65% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.58% | -0.56% | +0.11% | |
| 46 | SYK | Stryker CORP | 股票-醫療保健 | 0.57% | — | -3.33% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.54% | -0.17% | +0.04% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.54% | — | -5.02% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.53% | — | +0.07% | |
| 50 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.52% | — | -4.15% |