CIK: 0001999828
申報總市值
US$2.0億
僅顯示前 200 大持股（共 1201 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 9.14% | — | +2.31% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.09% | — | -1.10% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.15% | — | -0.39% | |
| 4 | ACIC | American Coastal Insurance C | 股票-其他 | 3.05% | — | +0.68% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.83% | — | +1.96% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.78% | — | -2.74% | |
| 7 | LECO | Lincoln Electric Holdings | 股票-工業 | 2.54% | — | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.45% | — | +4.37% | |
| 9 | ABBV | Abbvie INC | 股票-醫療保健 | 2.20% | — | +4.40% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.06% | — | +0.40% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.97% | — | -1.01% | |
| 12 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.87% | — | -2.25% | |
| 13 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.76% | — | +5.30% | |
| 14 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.64% | — | -1.15% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.41% | — | +19.34% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.38% | — | +2.37% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.26% | — | +64.09% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.06% | — | +24.25% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | — | +16.13% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.97% | — | +2.11% | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 0.97% | — | +0.47% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.95% | — | +7.58% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.94% | — | +6.57% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.88% | — | +1.39% | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.84% | — | -0.02% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.79% | — | -0.69% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.70% | — | +1.90% | |
| 28 | BX | Blackstone INC | 股票-金融 | 0.70% | — | +8.79% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.69% | — | +5.79% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.67% | — | +0.44% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.66% | — | +16.15% | |
| 32 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.63% | — | -0.16% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | — | +8.43% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.60% | — | +0.87% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.56% | — | +21.54% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.55% | — | -0.71% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.54% | — | +2.48% | |
| 38 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.53% | — | +3.98% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.52% | — | — | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.49% | — | -0.20% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.49% | — | +5.17% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事業 | 0.48% | — | +0.16% | |
| 43 | VLY | Valley National Bancorp | 股票-金融 | 0.44% | — | +7.49% | |
| 44 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.41% | — | -1.14% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.38% | — | +14.22% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.38% | — | -1.58% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.37% | — | +5.95% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.36% | — | -0.03% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | — | +0.29% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.35% | — | -0.73% |