CIK: 0001800911
申報總市值
US$2.7億
僅顯示前 200 大持股（共 256 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 | NVDA | Nvidia CORP | 股票-科技 | 6.69% | -0.79% | +0.35% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.96% | -0.30% | +3.60% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.50% | -0.77% | -3.91% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.14% | +0.21% | +1.65% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.69% | -0.25% | — | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.61% | +0.03% | +1.54% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.44% | -0.21% | +0.80% | |
| 8 | GJB | Steelcase Inc-cl A | 股票-其他 | 2.33% | — | +130.17% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.32% | +0.06% | +1.60% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.01% | +0.16% | -0.91% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.91% | +0.45% | +0.48% | |
| 12 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.84% | -0.35% | -0.87% | |
| 13 | INTU | Intuit INC | 股票-科技 | 1.55% | -0.51% | — | |
| 14 | STXF | Strive 500 ETF | ETF-其他 | 1.30% | — | +9.13% | |
| 15 | ABBV | Abbvie INC | 股票-醫療保健 | 1.25% | — | -0.81% | |
| 16 | MA | Mastercard INC - A | 股票-金融 | 1.20% | -0.16% | +0.02% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.16% | -0.17% | +3.13% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.15% | -0.56% | +0.02% | |
| 19 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.09% | — | -0.25% | |
| 20 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.02% | +0.03% | — | |
| 21 | GE | General Electric | 股票-工業 | 1.02% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.95% | — | -2.32% | |
| 23 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 0.95% | — | -1.00% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.91% | — | +0.09% | |
| 25 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.88% | — | +0.86% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.86% | — | — | |
| 27 | AMGN | Amgen INC | 股票-醫療保健 | 0.78% | — | — | |
| 28 | PEP | Pepsico INC | 股票-非循環性消費 | 0.76% | +0.09% | -1.15% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.76% | — | +0.10% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | — | — | |
| 31 | AXP | American Express Co | 股票-金融 | 0.75% | -0.17% | +0.02% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.22% | +21.16% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | +0.11% | +0.66% | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.71% | — | — | |
| 35 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.70% | -0.12% | +0.04% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.65% | -0.16% | — | |
| 37 | PANW | Palo Alto Networks INC | 股票-科技 | 0.65% | +0.14% | +0.21% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | +0.07% | -0.93% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | — | +0.87% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.61% | — | +1.08% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.61% | +0.15% | -1.84% | |
| 42 | WMT | Walmart INC | 股票-非循環性消費 | 0.60% | +0.05% | +0.03% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.59% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | — | |
| 46 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.56% | — | +0.01% | |
| 47 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.55% | — | +13.63% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.55% | — | +33.18% | |
| 49 | ROL | Rollins INC | 股票-循環性消費 | 0.54% | — | -0.24% | |
| 50 | HD | Home Depot INC | 股票-循環性消費 | 0.53% | — | — |