CIK: 0001921304
申報總市值
US$2.3億
僅顯示前 200 大持股（共 521 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 | 26.91% | -0.76% | -7.52% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.60% | -0.40% | -1.25% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.28% | -0.23% | -8.65% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.14% | -0.42% | -5.19% | |
| 5 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 3.13% | +0.37% | -5.40% | |
| 6 | ICE | Intercontinental Exchange In | 股票-金融 | 2.92% | -1.01% | — | |
| 7 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 2.88% | +0.15% | +11.47% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.83% | +0.13% | +4.23% | |
| 9 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.42% | +0.13% | -9.49% | |
| 10 | CGGO | Cap Group Global Growth | ETF-其他 | 2.10% | +0.14% | -4.92% | |
| 11 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 2.07% | -0.15% | +22.30% | |
| 12 | DWM | Wisdomtree International Equ | ETF-其他 | 2.07% | -0.23% | -5.60% | |
| 13 | VDE | Vanguard Energy ETF | ETF-其他 | 1.50% | -0.55% | -0.39% | |
| 14 | AMJB | Alerian Mlp Etn2044 | ETF-其他 | 1.44% | — | -2.97% | |
| 15 | PM | Philip Morris International | 股票-非循環性消費 | 1.34% | -0.14% | -0.34% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | -0.05% | -0.75% | |
| 17 | GUNR | Flexshares Global Upstream N | ETF-其他 | 1.30% | -0.38% | -6.16% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.28% | — | -1.16% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.19% | +0.03% | — | |
| 20 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.07% | -0.06% | +27.60% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.00% | — | -21.73% | |
| 22 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.96% | -0.01% | +11.28% | |
| 23 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 0.96% | +0.05% | +0.18% | |
| 24 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.94% | -0.04% | -3.68% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.90% | -0.02% | — | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.37% | -1.14% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.70% | -0.06% | -4.57% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.67% | -0.04% | +12.70% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | — | -0.82% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.54% | -0.04% | -25.35% | |
| 31 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.49% | -0.01% | +0.45% | |
| 32 | BR | Broadridge Financial Solutio | 股票-科技 | 0.44% | — | +0.29% | |
| 33 | NFLX | Netflix INC | 股票-通訊服務 | 0.37% | -0.15% | +829.18% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.35% | — | +0.57% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.34% | -0.15% | — | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | — | +0.70% | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.33% | — | -1.27% | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.32% | — | +0.23% | |
| 39 | PGNY | Progyny INC | 股票-其他 | 0.32% | +0.02% | -13.30% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.31% | — | -4.33% | |
| 41 | CAT | Caterpillar INC | 股票-工業 | 0.31% | +0.10% | — | |
| 42 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.30% | — | -0.06% | |
| 43 | ABBV | Abbvie INC | 股票-醫療保健 | 0.29% | — | +0.37% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.27% | — | +0.19% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.26% | — | -6.17% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.26% | — | -6.07% | |
| 47 | NJR | New Jersey Resources CORP | 股票-公用事業 | 0.26% | — | +0.15% | |
| 48 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.23% | — | -40.63% | |
| 49 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.23% | — | — | |
| 50 | T | At&t INC | 股票-通訊服務 | 0.22% | -0.10% | -0.57% |