CIK: 0001800911
申報總市值
US$2.7億
僅顯示前 200 大持股（共 315 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 | 4.08% | -0.77% | -2.26% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.85% | -0.30% | -6.43% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.12% | -0.25% | -0.51% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.99% | -0.79% | -1.47% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.90% | -0.21% | -3.50% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.83% | +0.21% | -0.23% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.63% | +0.03% | -0.85% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.53% | +0.06% | -0.37% | |
| 9 | INTU | Intuit INC | 股票-科技 | 2.36% | -0.51% | -1.55% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.31% | +0.16% | -1.14% | |
| 11 | MA | Mastercard INC - A | 股票-金融 | 1.45% | -0.16% | -1.44% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.38% | — | -0.97% | |
| 13 | ABBV | Abbvie INC | 股票-醫療保健 | 1.27% | — | -0.67% | |
| 14 | AMGN | Amgen INC | 股票-醫療保健 | 1.24% | — | -0.91% | |
| 15 | ADBE | Adobe INC | 股票-科技 | 1.12% | -0.14% | -2.94% | |
| 16 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 1.12% | — | -13.82% | |
| 17 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.10% | — | -2.77% | |
| 18 | PEP | Pepsico INC | 股票-非循環性消費 | 1.09% | +0.09% | +7.64% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.09% | +0.45% | +4.12% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.07% | — | -1.22% | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.04% | -0.15% | -2.55% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.01% | — | +0.20% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.98% | -0.17% | -3.07% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.88% | — | — | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.87% | — | — | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.86% | -0.12% | +0.05% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | — | -0.73% | |
| 28 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.83% | +0.03% | +1.56% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.83% | — | +0.35% | |
| 30 | STXF | Strive 500 ETF | ETF-其他 | 0.83% | — | +0.64% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | +0.11% | -1.56% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.82% | +0.22% | +1.10% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | +0.07% | -3.73% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.73% | — | +0.48% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.73% | — | -9.55% | |
| 36 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.71% | — | — | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.70% | +0.47% | -3.31% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.70% | -0.16% | +2.00% | |
| 39 | ROL | Rollins INC | 股票-循環性消費 | 0.69% | — | -6.39% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.65% | — | — | |
| 41 | CI | THE Cigna Group | 股票-醫療保健 | 0.65% | — | -2.27% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.65% | -0.17% | +1.80% | |
| 43 | GE | General Electric | 股票-工業 | 0.65% | — | -0.32% | |
| 44 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.60% | — | — | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | — | +7.97% | |
| 46 | SYK | Stryker CORP | 股票-醫療保健 | 0.58% | — | — | |
| 47 | ZTS | Zoetis INC | 股票-醫療保健 | 0.54% | — | +0.02% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.54% | -0.56% | +0.07% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.50% | — | -11.74% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.50% | — | -4.00% |