CIK: 0001793904
申報總市值
US$10.1億
僅顯示前 200 大持股（共 488 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 | 10.64% | -0.61% | -2.25% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.74% | +0.32% | +17.48% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.22% | +0.38% | +3.67% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | -0.57% | -3.86% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.02% | — | +43.27% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.87% | — | -18.72% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.46% | +1.01% | -14.06% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.44% | -0.15% | -1.80% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.32% | +0.21% | +13.04% | |
| 10 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.28% | — | -20.67% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.17% | +0.25% | -1.40% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.15% | -0.37% | +38.99% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.08% | -0.10% | -8.60% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.77% | — | -0.11% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.75% | — | +63.08% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.73% | -0.22% | -31.85% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.69% | -0.32% | -3.15% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.68% | — | +2.65% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.68% | — | — | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.66% | — | -0.43% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.64% | — | +1.75% | |
| 22 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.63% | -0.10% | -44.37% | |
| 23 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.59% | — | — | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.59% | -0.11% | -15.50% | |
| 25 | TSLA | Tesla INC | 股票-循環性消費 | 0.59% | — | +4.14% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | -0.13% | -1.31% | |
| 27 | MBB | Ishares Mbs ETF | ETF-其他 | 0.57% | — | -23.41% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.56% | — | +3.99% | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.55% | -1.43% | +134.28% | |
| 30 | IVLU | Ishares Msci International V | ETF-其他 | 0.53% | — | +37.19% | |
| 31 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.53% | -0.29% | +3.67% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.52% | — | -15.83% | |
| 33 | PEP | Pepsico INC | 股票-非循環性消費 | 0.52% | — | +0.56% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.50% | — | -21.24% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.50% | — | -1.65% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.49% | -1.27% | +104.95% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.48% | — | +77.55% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.47% | — | -13.39% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.47% | -0.11% | +139.88% | |
| 40 | PMAR | Innovator U.s. Equity Power | ETF-其他 | 0.45% | — | -1.48% | |
| 41 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.45% | — | -2.02% | |
| 42 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.45% | +0.13% | -6.44% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | — | -10.51% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | +2.31% | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.43% | -0.25% | -0.40% | |
| 46 | AMGN | Amgen INC | 股票-醫療保健 | 0.42% | — | +15.91% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.16% | +20.82% | |
| 48 | COMT | Ishares Gsci Commodity Dynam | ETF-避險與商品 | 0.42% | — | — | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.41% | — | +1.48% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.40% | — | +3.11% |