CIK: 0001793904
申報總市值
US$10.1億
僅顯示前 200 大持股（共 521 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 | 10.02% | -0.61% | -1.18% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.71% | +0.32% | -7.15% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.12% | +0.38% | +19.11% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.71% | -0.37% | -8.92% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | -0.57% | +1.34% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.13% | — | +0.76% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.07% | -0.32% | -0.44% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.05% | — | +1.35% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.98% | — | +113.11% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.43% | -0.15% | -0.43% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.42% | — | +0.41% | |
| 12 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.36% | +0.25% | +5.53% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.32% | +1.01% | -14.65% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | -0.11% | -0.16% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.03% | — | +34.91% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.03% | -0.10% | -3.75% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.92% | -0.10% | -9.55% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.79% | — | -0.36% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | — | +4.54% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | -0.13% | +2.05% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.69% | -1.27% | +261.60% | |
| 22 | MBB | Ishares Mbs ETF | ETF-其他 | 0.65% | — | +3.83% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.63% | — | +910.13% | |
| 24 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.62% | — | +0.09% | |
| 25 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.56% | -0.29% | -0.05% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.54% | -1.43% | +6.14% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | — | -2.94% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.53% | — | -1.93% | |
| 29 | ABBV | Abbvie INC | 股票-醫療保健 | 0.52% | — | +0.35% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.52% | -0.22% | -36.41% | |
| 31 | ANETEUR | Arista Networks INC | 股票-其他 | 0.50% | — | -0.58% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.48% | — | +1.50% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.46% | — | -6.16% | |
| 34 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.46% | — | +1462.14% | |
| 35 | PEP | Pepsico INC | 股票-非循環性消費 | 0.44% | — | +13.50% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.43% | — | -0.32% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | +1.63% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.41% | — | +0.55% | |
| 39 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.41% | — | +64.15% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | — | -1.97% | |
| 41 | AMGN | Amgen INC | 股票-醫療保健 | 0.40% | — | -11.50% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事業 | 0.40% | — | -2.83% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.40% | -0.11% | -24.47% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.39% | — | +2.63% | |
| 45 | PMAR | Innovator U.s. Equity Power | ETF-其他 | 0.39% | — | -7.65% | |
| 46 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.38% | — | -2.20% | |
| 47 | IEV | Ishares Europe ETF | ETF-其他 | 0.38% | — | +58.98% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | — | +1.78% | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.38% | +0.21% | +12.23% | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.37% | +0.13% | -15.04% |