CIK: 0001800513
申報總市值
US$6.6億
僅顯示前 200 大持股（共 797 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.13% | -0.12% | +3.96% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.68% | -0.23% | -6.23% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 5.54% | +1.02% | +49.23% | |
| 4 | ABBV | Abbvie INC | 股票-醫療保健 | 4.89% | -0.03% | -15.09% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.85% | -0.06% | +692.39% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.43% | -0.10% | -8.62% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.63% | -0.04% | -7.32% | |
| 8 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.59% | -0.42% | -9.07% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.53% | — | +271.35% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 2.17% | — | +2254.06% | |
| 11 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 2.16% | +0.09% | +30.62% | |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 2.09% | — | -30.92% | |
| 13 | AAPL | Apple INC | 股票-科技 | 2.08% | -0.16% | -3.71% | |
| 14 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.95% | -0.05% | -4.66% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.81% | -0.03% | +24.69% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.74% | -0.06% | -13.67% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.73% | -0.11% | -6.51% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.45% | — | +2226.16% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.37% | -0.08% | +130.23% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 1.34% | — | -9.41% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.33% | -0.03% | -20.95% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.23% | -0.06% | +29.21% | |
| 23 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 1.21% | +0.55% | +1559.91% | |
| 24 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.20% | — | +1189.70% | |
| 25 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.17% | — | +864.16% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.15% | -0.22% | — | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 1.12% | -0.15% | +3.40% | |
| 28 | BAX | Baxter International INC | 股票-醫療保健 | 1.07% | -0.04% | -6.41% | |
| 29 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.05% | — | +2326.14% | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.83% | -0.05% | -19.77% | |
| 31 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 0.79% | — | +1701.51% | |
| 32 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.78% | — | +28.21% | |
| 33 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.76% | — | — | |
| 34 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.64% | — | +1965.61% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.62% | -0.05% | -30.27% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.60% | -0.03% | -3.17% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.59% | — | -0.19% | |
| 38 | TSLA | Tesla INC | 股票-循環性消費 | 0.58% | -0.13% | -3.72% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.52% | — | +0.01% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.51% | — | -60.10% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.50% | — | — | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.48% | +0.28% | +830.75% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.43% | — | -32.65% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.42% | — | -1.59% | |
| 45 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-其他 | 0.42% | — | -20.03% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.42% | — | -12.07% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.41% | — | -28.06% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | — | +0.92% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.39% | -0.17% | +0.04% | |
| 50 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.38% | — | -6.49% |