CIK: 0001765536
申報總市值
US$78.5億
僅顯示前 200 大持股（共 1283 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 | 8.18% | — | +1.12% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.61% | -0.31% | +2.05% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.32% | -0.19% | -2.14% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.12% | +0.01% | -2.17% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 1.74% | — | +4.56% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.74% | — | -1.43% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | -0.45% | +1.75% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.46% | — | +0.40% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.43% | — | +1.89% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.35% | +0.03% | +2.11% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.27% | — | -2.12% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.20% | — | -1.85% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.19% | — | +0.26% | |
| 14 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 1.08% | +0.06% | +4.42% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.00% | — | -1.26% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.94% | — | +9.96% | |
| 17 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.91% | -0.29% | +1.70% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | — | +0.17% | |
| 19 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-其他 | 0.75% | — | +5.24% | |
| 20 | TSLA | Tesla INC | 股票-循環性消費 | 0.66% | -0.19% | +4.51% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.66% | — | +3.49% | |
| 22 | IBDZ | Isharesibondsdec2034tmcorp | ETF-其他 | 0.64% | — | +217.39% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.64% | +0.01% | -5.44% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.61% | — | +1.06% | |
| 25 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-其他 | 0.57% | — | +5.56% | |
| 26 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.57% | — | +5.01% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.55% | +0.04% | -11.46% | |
| 28 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.53% | — | -4.64% | |
| 29 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.51% | — | +1.42% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.50% | +0.18% | -0.25% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.50% | +0.06% | -7.37% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.48% | — | +21.62% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.48% | — | +89.00% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.48% | — | -18.23% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.47% | — | +97.81% | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.47% | — | +2.69% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.45% | — | +6.22% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.44% | +0.38% | +12.72% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.44% | — | +1.74% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.43% | — | +10.21% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.43% | — | -14.41% | |
| 42 | WMT | Walmart INC | 股票-非循環性消費 | 0.43% | — | -3.89% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.42% | — | -1.68% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.41% | — | +2.91% | |
| 45 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.38% | — | +1.99% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.38% | — | +7.62% | |
| 47 | GS | Goldman Sachs Group INC | 股票-金融 | 0.38% | — | +83.30% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.37% | — | +1.16% | |
| 49 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 0.37% | — | +1.47% | |
| 50 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.37% | — | +5.71% |