CIK: 0001765536
申報總市值
US$78.5億
僅顯示前 200 大持股（共 1238 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 | 8.23% | — | -0.34% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.56% | -0.31% | -4.61% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.40% | -0.19% | +26.07% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.11% | +0.01% | +7.15% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.83% | — | +6.66% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.72% | -0.45% | +17.39% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 1.70% | — | -2.20% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.47% | — | +1.44% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.43% | — | +10.79% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.34% | +0.03% | +10.95% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.32% | — | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.23% | — | -0.58% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.21% | — | +17.17% | |
| 14 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 1.08% | +0.06% | — | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.02% | — | -5.19% | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.96% | -0.29% | — | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | — | +12.76% | |
| 18 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.89% | — | — | |
| 19 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-其他 | 0.74% | — | — | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.72% | +0.04% | +5.49% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.69% | +0.01% | +13.54% | |
| 22 | TSLA | Tesla INC | 股票-循環性消費 | 0.65% | -0.19% | +123.11% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.63% | — | +6.53% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.62% | — | -8.79% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.62% | — | -4.43% | |
| 26 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-其他 | 0.56% | — | — | |
| 27 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.56% | — | — | |
| 28 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.55% | — | +11.11% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.54% | +0.06% | +3.33% | |
| 30 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.52% | — | — | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.51% | — | +3.76% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.51% | — | +6.73% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.47% | — | +3.80% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.44% | — | -26.97% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.44% | — | +19.40% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.44% | — | +14.68% | |
| 37 | NFLX | Netflix INC | 股票-通訊服務 | 0.43% | — | +6.68% | |
| 38 | WMT | Walmart INC | 股票-非循環性消費 | 0.42% | — | +8.48% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.42% | — | +8.42% | |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.41% | — | +13.06% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.41% | — | +16.93% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.41% | +0.18% | +12.42% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.40% | +0.38% | +6.44% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.40% | +0.10% | +2.48% | |
| 45 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 0.38% | — | +1.65% | |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.38% | +0.18% | -22.82% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.38% | — | +14.47% | |
| 48 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.36% | — | — | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.36% | — | +44.85% | |
| 50 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.35% | — | +1111.42% |