CIK: 0001921304
申報總市值
US$2.3億
僅顯示前 200 大持股（共 530 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 27.73% | -0.76% | +3.53% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.09% | -0.40% | +0.41% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.51% | -0.23% | +0.19% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.18% | -0.42% | +3.63% | |
| 5 | ICE | Intercontinental Exchange In | 股票-金融 | 2.96% | -1.01% | -0.25% | |
| 6 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 2.78% | +0.37% | +3.78% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.62% | +0.13% | +10.09% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.55% | +0.13% | +3.15% | |
| 9 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 2.46% | +0.15% | +40.23% | |
| 10 | CGGO | Cap Group Global Growth | ETF-其他 | 2.12% | +0.14% | +4.16% | |
| 11 | DWM | Wisdomtree International Equ | ETF-其他 | 2.05% | -0.23% | +4.06% | |
| 12 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 1.64% | -0.15% | +20.97% | |
| 13 | VDE | Vanguard Energy ETF | ETF-其他 | 1.46% | -0.55% | +6.09% | |
| 14 | AMJB | Alerian Mlp Etn2044 | ETF-其他 | 1.43% | — | +5.31% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | — | -0.78% | |
| 16 | PM | Philip Morris International | 股票-非循環性消費 | 1.32% | -0.14% | -0.08% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.30% | -0.05% | +1.12% | |
| 18 | GUNR | Flexshares Global Upstream N | ETF-其他 | 1.29% | -0.38% | +3.79% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.24% | — | -11.42% | |
| 20 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.97% | -0.04% | +3.79% | |
| 21 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 0.93% | +0.05% | +13.22% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.90% | +0.03% | -0.01% | |
| 23 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.85% | -0.01% | +72.31% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 0.84% | -0.02% | — | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.81% | -0.06% | +46.33% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | -0.37% | +0.09% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.69% | -0.04% | — | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.69% | -0.06% | — | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.67% | — | -0.06% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.58% | -0.04% | +22.72% | |
| 31 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 0.54% | — | — | |
| 32 | NFLX | Netflix INC | 股票-通訊服務 | 0.50% | -0.15% | +4.60% | |
| 33 | BR | Broadridge Financial Solutio | 股票-科技 | 0.46% | — | +0.16% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.45% | -0.01% | +1.49% | |
| 35 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.40% | — | — | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.37% | — | +0.31% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.36% | — | -0.68% | |
| 38 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.34% | — | -0.38% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.34% | -0.15% | -0.12% | |
| 40 | ✓ | Broadridge Finl Solutions In | 股票-其他 | 0.33% | — | — | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.33% | — | +0.54% | |
| 42 | AVGO | Broadcom INC | 股票-科技 | 0.32% | — | +0.52% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.32% | — | +0.25% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.31% | — | — | |
| 45 | PGNY | Progyny INC | 股票-其他 | 0.30% | +0.02% | — | |
| 46 | ABBV | Abbvie INC | 股票-醫療保健 | 0.29% | — | -0.04% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.27% | — | — | |
| 48 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 0.26% | — | — | |
| 49 | NJR | New Jersey Resources CORP | 股票-公用事業 | 0.26% | — | +0.15% | |
| 50 | CAT | Caterpillar INC | 股票-工業 | 0.25% | +0.10% | — |