CIK: 0001999828
申報總市值
US$2.0億
僅顯示前 200 大持股（共 1631 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 | 8.80% | — | +100.43% | |
| 2 | AAPL | Apple INC | 股票-科技 | 7.96% | — | +0.61% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.87% | — | -1.07% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.63% | — | +1.30% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.60% | — | -1.29% | |
| 6 | LECO | Lincoln Electric Holdings | 股票-工業 | 2.41% | — | -1.41% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.36% | — | +4.13% | |
| 8 | ABBV | Abbvie INC | 股票-醫療保健 | 2.28% | — | -1.38% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.17% | — | +35.26% | |
| 10 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 2.02% | — | +6.37% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.85% | — | +97.06% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.75% | — | +0.73% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.60% | — | +8.49% | |
| 14 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.54% | — | +0.11% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.31% | — | +1.11% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.24% | — | -7.34% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.22% | — | +0.74% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.18% | — | +20.50% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.13% | — | +0.16% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | — | +1.70% | |
| 21 | BX | Blackstone INC | 股票-金融 | 1.05% | — | -4.02% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 0.96% | — | +0.05% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.91% | — | +4.81% | |
| 24 | ACIC | American Coastal Insurance C | 股票-其他 | 0.90% | — | +0.00% | |
| 25 | TSLA | Tesla INC | 股票-循環性消費 | 0.90% | — | +0.79% | |
| 26 | HD | Home Depot INC | 股票-循環性消費 | 0.84% | — | +3.43% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.81% | — | +2.05% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.81% | — | -0.95% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.74% | — | -13.61% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.68% | — | -0.16% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | — | -4.08% | |
| 32 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.62% | — | +0.30% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.62% | — | -5.44% | |
| 34 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.58% | — | +1.07% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.57% | — | +1.89% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.52% | — | +11.38% | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.51% | — | +1.91% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | — | +1.79% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | — | +0.79% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.48% | — | -0.38% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | -0.21% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.46% | — | +5.92% | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.45% | — | +2.86% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事業 | 0.45% | — | +0.05% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.45% | — | +7.11% | |
| 46 | VLY | Valley National Bancorp | 股票-金融 | 0.40% | — | — | |
| 47 | PEP | Pepsico INC | 股票-非循環性消費 | 0.38% | — | +3.17% | |
| 48 | PFE | Pfizer INC | 股票-醫療保健 | 0.36% | — | +1.72% | |
| 49 | DE | Deere & Co | 股票-工業 | 0.35% | — | +0.37% | |
| 50 | PMAR | Innovator U.s. Equity Power | ETF-其他 | 0.34% | — | +461.76% |