CIK: 0001729303
申報總市值
US$9.0億
僅顯示前 200 大持股（共 554 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.48% | +0.42% | -28.30% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.26% | +0.16% | -2.28% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.05% | -0.20% | -0.11% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.01% | -0.23% | +0.81% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.95% | — | -8.74% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.94% | — | +38.02% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | -0.28% | -0.13% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.84% | -0.14% | +4.78% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | -0.09% | -28.86% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.64% | — | -6.62% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.64% | -0.11% | +48.08% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.60% | — | +6.71% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.51% | -0.33% | +2.54% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.50% | -0.11% | +14.88% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.44% | — | -2.13% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.43% | +0.11% | -6.33% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.38% | — | +1.13% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.23% | — | +1.36% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.17% | -0.13% | -1.48% | |
| 20 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.11% | — | +1.58% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | — | -1.68% | |
| 22 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 1.04% | — | -13.00% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.96% | -0.14% | +3.40% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.95% | — | +4.60% | |
| 25 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.93% | -0.34% | -10.17% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.88% | +0.20% | -1.43% | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.87% | — | -0.78% | |
| 28 | NFLX | Netflix INC | 股票-通訊服務 | 0.85% | — | -6.62% | |
| 29 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.84% | — | -16.04% | |
| 30 | TLTW | Ishares 20+ Bond Buywrite | ETF-其他 | 0.80% | — | +0.77% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.79% | -0.29% | -22.25% | |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.77% | — | +3.08% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.75% | — | -3.03% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.75% | +0.63% | -5.93% | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.71% | — | +10.52% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.70% | — | -44.05% | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.68% | -1.09% | +73.09% | |
| 38 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.67% | — | -1.16% | |
| 39 | UBER | Uber Technologies INC | 股票-工業 | 0.65% | — | -2.35% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.65% | — | +4.07% | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.65% | — | -23.66% | |
| 42 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.65% | — | +12.24% | |
| 43 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 0.65% | — | +1020.67% | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.65% | — | -44.78% | |
| 45 | HD | Home Depot INC | 股票-循環性消費 | 0.64% | — | +4.25% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | +9.78% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | -0.29% | -1.30% | |
| 48 | BND | Vanguard Total Bond Market | ETF-其他 | 0.56% | -0.16% | +19.33% | |
| 49 | TT | Trane Technologies plc | 股票-工業 | 0.54% | — | -46.54% | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.53% | — | +0.20% |