CIK: 0001952722
申報總市值
US$2.7億
僅顯示前 200 大持股（共 381 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 | 8.91% | -0.68% | +10.57% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 7.75% | +0.36% | +12.70% | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 7.61% | -0.27% | +8.20% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.58% | +0.52% | +18.71% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-其他 | 6.52% | +2.02% | +22.77% | |
| 6 | VDE | Vanguard Energy ETF | ETF-其他 | 6.36% | +0.78% | +22.79% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-其他 | 6.32% | +0.69% | +20.49% | |
| 8 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 6.30% | +0.39% | +25.07% | |
| 9 | VPU | Vanguard Utilities ETF | ETF-其他 | 5.85% | +0.89% | +14.08% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.40% | +0.91% | +8.46% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.39% | -0.69% | -17.30% | |
| 12 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.34% | -0.78% | -32.64% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.33% | -1.09% | -20.98% | |
| 14 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 3.18% | +0.85% | +21.61% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.43% | -0.70% | -24.16% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.42% | -0.71% | -25.21% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.04% | -0.53% | -19.18% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.03% | -0.55% | -19.75% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.49% | -0.19% | +0.11% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.41% | -0.39% | -10.88% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.40% | -0.18% | -11.66% | |
| 22 | SO | Southern Co/the | 股票-公用事業 | 0.74% | +0.03% | -0.31% | |
| 23 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.64% | -0.47% | — | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.27% | +0.09% | +1.26% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.26% | — | — | |
| 26 | NTNX | Nutanix INC - A | 股票-科技 | 0.23% | -0.03% | -26.38% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.21% | +0.02% | — | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.20% | -0.05% | — | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.19% | -0.09% | +3.14% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.15% | +0.01% | +2.37% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.15% | -0.11% | — | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.13% | — | — | |
| 33 | T | At&t INC | 股票-通訊服務 | 0.12% | -0.04% | -4.48% | |
| 34 | BLK | Blackrock INC | 股票-金融 | 0.11% | — | — | |
| 35 | HD | Home Depot INC | 股票-循環性消費 | 0.11% | — | -4.22% | |
| 36 | MNKD | Mannkind CORP | 股票-其他 | 0.09% | -0.03% | — | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.09% | -0.07% | — | |
| 38 | CAG | Conagra Brands INC | 股票-非循環性消費 | 0.07% | — | — | |
| 39 | FDX | Fedex CORP | 股票-工業 | 0.07% | +0.01% | — | |
| 40 | FERG | Ferguson Enterprises INC | 股票-工業 | 0.07% | — | +44.18% | |
| 41 | WMT | Walmart INC | 股票-非循環性消費 | 0.06% | — | +137.80% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.06% | — | — | |
| 43 | LW | Lamb Weston Holdings INC | 股票-非循環性消費 | 0.06% | — | — | |
| 44 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.06% | — | — | |
| 45 | EXK | Exact Sciences CORP | 股票-原物料 | 0.05% | -0.06% | EXIT | |
| 46 | GE | General Electric | 股票-工業 | 0.05% | — | — | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.05% | — | -1.45% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.05% | +0.01% | — | |
| 49 | TSLA | Tesla INC | 股票-循環性消費 | 0.05% | -0.03% | -43.03% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.05% | -0.04% | EXIT |