CIK: 0001793904
申報總市值
US$10.1億
僅顯示前 200 大持股（共 485 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 | 8.99% | -0.61% | -2.47% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.11% | +0.32% | +1.79% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 3.56% | — | -9.32% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.07% | +0.21% | +62.13% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | -0.57% | +9.12% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.79% | +0.38% | +25.60% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.70% | — | +18.93% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.21% | +0.32% | -2.87% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.17% | -0.10% | -0.50% | |
| 10 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.15% | +0.25% | +1.00% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.02% | +1.01% | -9.96% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.81% | -0.32% | +1285.26% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.81% | -0.15% | -10.89% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.78% | — | +870.27% | |
| 15 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.78% | — | +28.59% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | — | +5.32% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.72% | — | +7.23% | |
| 18 | ABBV | Abbvie INC | 股票-醫療保健 | 0.71% | — | +3.36% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.69% | — | -9.61% | |
| 20 | MBB | Ishares Mbs ETF | ETF-其他 | 0.65% | — | — | |
| 21 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.63% | -0.10% | +530.97% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.62% | — | +0.19% | |
| 23 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.61% | — | -11.62% | |
| 24 | PEP | Pepsico INC | 股票-非循環性消費 | 0.61% | — | -0.11% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.60% | — | +56.34% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.59% | — | -1.64% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.59% | — | +0.32% | |
| 28 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.56% | -0.29% | -3.13% | |
| 29 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.53% | +0.13% | +4.36% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.51% | — | -0.93% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | — | +7.33% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | — | +26.29% | |
| 33 | IVLU | Ishares Msci International V | ETF-其他 | 0.47% | — | -5.80% | |
| 34 | NEE | Nextera Energy INC | 股票-公用事業 | 0.45% | — | +2.06% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.44% | — | +35.75% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.43% | — | -1.70% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.43% | — | +5.20% | |
| 38 | T | At&t INC | 股票-通訊服務 | 0.43% | — | +6.23% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | -2.34% | |
| 40 | PM | Philip Morris International | 股票-非循環性消費 | 0.42% | — | -3.92% | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.42% | — | — | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.42% | — | +9.52% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.41% | — | +9.88% | |
| 44 | OZ | Belpointe Prep Llc- Class A | 股票-其他 | 0.41% | — | -19.30% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.40% | -0.13% | +4.49% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.40% | — | +13.20% | |
| 47 | PFE | Pfizer INC | 股票-醫療保健 | 0.39% | — | +16.65% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.39% | — | -0.70% | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.38% | — | -12.15% | |
| 50 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.37% | — | — |