CIK: 0001793904
申報總市值
US$10.1億
僅顯示前 200 大持股（共 438 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 | AAPL | Apple INC | 股票-科技 | 10.50% | -0.61% | +118.95% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.66% | +0.32% | +8.60% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 3.68% | — | +6.20% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.07% | -0.57% | +38.46% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.93% | — | +32.98% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.68% | -0.10% | +31.34% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.39% | +0.38% | +19.96% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.38% | +0.32% | +1.38% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.23% | -0.15% | +2540.12% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.15% | — | +197.29% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.06% | +0.25% | -3.78% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.92% | +1.01% | +12.51% | |
| 13 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.87% | +0.13% | +42.78% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.83% | +0.80% | +20.09% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.80% | — | +282.00% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.80% | — | +1755.48% | |
| 17 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.75% | — | — | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.74% | — | +280.59% | |
| 19 | COMT | Ishares Gsci Commodity Dynam | ETF-避險與商品 | 0.74% | — | -28.48% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.73% | — | +4.91% | |
| 21 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.73% | — | +232.93% | |
| 22 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.72% | — | -2.96% | |
| 23 | ABBV | Abbvie INC | 股票-醫療保健 | 0.72% | — | +3.18% | |
| 24 | TSLA | Tesla INC | 股票-循環性消費 | 0.71% | — | +377.02% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.66% | -0.13% | EXIT | |
| 26 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.62% | -0.29% | +0.17% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.61% | — | -0.75% | |
| 28 | PEP | Pepsico INC | 股票-非循環性消費 | 0.59% | — | +60.53% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.55% | — | -11.80% | |
| 30 | T | At&t INC | 股票-通訊服務 | 0.54% | — | +49.06% | |
| 31 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.53% | — | -7.60% | |
| 32 | OZ | Belpointe Prep Llc- Class A | 股票-其他 | 0.53% | — | — | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.51% | — | -48.18% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | — | +15.20% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.49% | — | +76.08% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.47% | — | +0.78% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | — | +39.04% | |
| 38 | NEE | Nextera Energy INC | 股票-公用事業 | 0.45% | — | +18.37% | |
| 39 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.45% | — | -14.65% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.43% | -1.27% | -10.94% | |
| 41 | PM | Philip Morris International | 股票-非循環性消費 | 0.43% | — | +2.27% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | — | +53.43% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.41% | — | +4.62% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.41% | — | +8.09% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.40% | — | +94.78% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.40% | — | +5.30% | |
| 47 | CRM | Salesforce INC | 股票-科技 | 0.40% | — | +84.14% | |
| 48 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.40% | — | — | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.39% | — | +887.37% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.39% | +0.16% | -28.43% |