CIK: 0001999828
申報總市值
US$2.0億
僅顯示前 200 大持股（共 1076 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 | ACIC | American Coastal Insurance C | 股票-其他 | 9.35% | — | -0.06% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 9.23% | — | +5.30% | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.71% | — | +2.36% | |
| 4 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 2.80% | — | +1.51% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.70% | — | +5.02% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.38% | — | — | |
| 7 | ✓ | 股票-其他 | 1.98% | — | -26.88% | ||
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.71% | — | +1.55% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.71% | — | -1.78% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.53% | — | -0.41% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.53% | — | +0.02% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.31% | — | +0.27% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.28% | — | +2.23% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.13% | — | -0.43% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.07% | — | -1.41% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.97% | — | +10.81% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.89% | — | +2.35% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | — | -1.89% | |
| 19 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.78% | — | — | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | — | +0.16% | |
| 21 | HD | Home Depot INC | 股票-循環性消費 | 0.67% | — | — | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | — | -2.14% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | — | — | |
| 24 | MO | Altria Group INC | 股票-非循環性消費 | 0.59% | — | — | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.59% | — | +5.38% | |
| 26 | PM | Philip Morris International | 股票-非循環性消費 | 0.57% | — | — | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.56% | — | +0.21% | |
| 28 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.56% | — | -7.43% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.55% | — | -0.21% | |
| 30 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.55% | — | +0.11% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.54% | — | -0.95% | |
| 32 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.53% | — | +2.25% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | — | +1.14% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.52% | — | — | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.50% | — | -0.36% | |
| 37 | GE | General Electric | 股票-工業 | 0.49% | — | -3.75% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.49% | — | -0.30% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.46% | — | — | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.46% | — | — | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.44% | — | -2.29% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.43% | — | +0.18% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | — | — | |
| 44 | COMT | Ishares Gsci Commodity Dynam | ETF-避險與商品 | 0.43% | — | +3.86% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.40% | — | +0.57% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.40% | — | — | |
| 47 | NEE | Nextera Energy INC | 股票-公用事業 | 0.38% | — | — | |
| 48 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.38% | — | -0.10% | |
| 49 | T | At&t INC | 股票-通訊服務 | 0.37% | — | -2.97% | |
| 50 | CAT | Caterpillar INC | 股票-工業 | 0.37% | — | +0.21% |