CIK: 0001952722
申報總市值
US$2.7億
僅顯示前 200 大持股（共 308 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 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 8.17% | -0.68% | +37.53% | |
| 2 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 7.93% | -0.27% | -8.54% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 6.82% | -0.78% | -38.21% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 6.47% | +0.36% | +36.90% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 6.44% | -1.09% | -46.17% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.68% | -0.69% | -33.46% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 4.82% | -0.71% | -38.56% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 4.81% | -0.70% | -38.16% | |
| 9 | VPU | Vanguard Utilities ETF | ETF-其他 | 4.43% | +0.89% | +253.71% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 4.07% | +0.39% | +264.25% | |
| 11 | VDE | Vanguard Energy ETF | ETF-其他 | 4.00% | +0.78% | +261.51% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.99% | +0.91% | +258.42% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.96% | +0.52% | +250.27% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.86% | +0.69% | +267.58% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.67% | -0.53% | -30.84% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.67% | -0.55% | -30.44% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 3.15% | +2.02% | +230.02% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.47% | -0.39% | -32.34% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.21% | -0.18% | -17.85% | |
| 20 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 1.95% | +0.85% | +262.48% | |
| 21 | AAPL | Apple INC | 股票-科技 | 1.39% | -0.19% | +0.01% | |
| 22 | SO | Southern Co/the | 股票-公用事業 | 0.78% | +0.03% | — | |
| 23 | NTNX | Nutanix INC - A | 股票-科技 | 0.33% | -0.03% | — | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.27% | +0.09% | +980.00% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.27% | — | — | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.26% | -0.05% | — | |
| 27 | DAL | Delta Air Lines INC | 股票-工業 | 0.25% | — | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.22% | +0.02% | — | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.18% | -0.09% | +0.06% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.17% | +0.01% | +0.25% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.17% | -0.11% | — | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.16% | — | -19.50% | |
| 33 | T | At&t INC | 股票-通訊服務 | 0.14% | -0.04% | — | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.11% | — | — | |
| 35 | BLKCHF | Blackrock INC | 股票-其他 | 0.09% | — | — | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.09% | -0.07% | — | |
| 37 | FDX | Fedex CORP | 股票-工業 | 0.08% | +0.01% | — | |
| 38 | LW | Lamb Weston Holdings INC | 股票-非循環性消費 | 0.08% | — | — | |
| 39 | MNKD | Mannkind CORP | 股票-其他 | 0.08% | -0.03% | — | |
| 40 | CAG | Conagra Brands INC | 股票-非循環性消費 | 0.08% | — | — | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.08% | — | — | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.07% | — | — | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.07% | — | — | |
| 44 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.06% | +0.01% | — | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.06% | +0.01% | — | |
| 46 | FERG | Ferguson Enterprises Inc. | 股票-工業 | 0.06% | — | — | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.06% | — | — | |
| 48 | GE | General Electric | 股票-工業 | 0.06% | — | — | |
| 49 | TSLA | Tesla INC | 股票-循環性消費 | 0.05% | -0.03% | — | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.05% | -0.07% | — |