CIK: 0001776757
申報總市值
US$17.7億
僅顯示前 200 大持股（共 379 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 | FDX | Fedex CORP | 股票-工業 | 23.16% | +5.01% | +164.02% | |
| 2 | PAVE | Global X US Infrastructure | ETF-其他 | 6.18% | -0.54% | +1.34% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 6.12% | -0.78% | +1.35% | |
| 4 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 6.00% | -0.72% | +1.49% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 5.98% | -0.89% | +1.31% | |
| 6 | AUSF | Global X Adaptive US Factor | ETF-其他 | 4.99% | -0.39% | +3.40% | |
| 7 | SCHK | Schwab 1000 Index ETF | ETF-大型股與成長 | 4.58% | -0.80% | +1.02% | |
| 8 | CAPE | Doubleline Shiller Cape US | ETF-其他 | 4.56% | -3.98% | +2.09% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.76% | -0.45% | +3.03% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 3.36% | -0.66% | -0.66% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 2.88% | -0.29% | +0.18% | |
| 12 | EWX | State Street Spdr S&p Emergi | ETF-其他 | 2.87% | -2.67% | +0.06% | |
| 13 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-科技型 | 2.85% | — | +1.07% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.14% | — | +5.22% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | -0.03% | +14.38% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.64% | — | +0.72% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.63% | -0.05% | -0.64% | |
| 18 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.54% | -0.14% | -5.34% | |
| 19 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-其他 | 0.51% | — | -9.56% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | -4.73% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.43% | — | +9.43% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.41% | -0.13% | -3.98% | |
| 23 | WMT | Walmart INC | 股票-非循環性消費 | 0.41% | -0.03% | +6.28% | |
| 24 | CGV | Conductor Global Eq Val ETF | ETF-其他 | 0.40% | — | +0.40% | |
| 25 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.38% | — | -1.91% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.30% | — | +1.65% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.29% | — | -0.27% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | — | -3.55% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.24% | — | +20.10% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.24% | — | — | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.24% | — | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.22% | -0.18% | -37.57% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.22% | — | -2.98% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.22% | — | +37.13% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.18% | — | — | |
| 36 | AZO | Autozone INC | 股票-循環性消費 | 0.17% | — | -6.60% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.16% | — | -3.36% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.16% | +0.05% | +0.09% | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.15% | — | -7.41% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.15% | — | +4.07% | |
| 41 | TSLA | Tesla INC | 股票-循環性消費 | 0.15% | — | +19.48% | |
| 42 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.14% | — | +23.72% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.13% | +0.04% | +14.87% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.13% | — | +15.91% | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.13% | — | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.12% | — | +0.14% | |
| 47 | GE | General Electric | 股票-工業 | 0.12% | — | +4.18% | |
| 48 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.11% | — | +1.55% | |
| 49 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.11% | — | -0.95% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.11% | +0.03% | -13.75% |