CIK: 0001821407
申報總市值
US$1.2億
僅顯示前 200 大持股（共 406 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 | 10.85% | +0.14% | -6.01% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.24% | +0.23% | -15.18% | |
| 3 | LECO | Lincoln Electric Holdings | 股票-工業 | 6.75% | — | — | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 2.90% | — | -9.07% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.85% | -0.27% | -5.44% | |
| 6 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 2.73% | — | -8.40% | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 2.33% | -0.17% | +450.86% | |
| 8 | QCOM | Qualcomm INC | 股票-科技 | 2.29% | -0.70% | -7.25% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 2.11% | +0.58% | +22.87% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.89% | -0.02% | -14.98% | |
| 11 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型股與成長 | 1.88% | — | -9.75% | |
| 12 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.79% | — | +403.35% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.58% | +0.01% | -4.15% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.57% | — | +313.91% | |
| 15 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.53% | — | -6.80% | |
| 16 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資等級公司債 | 1.52% | +0.44% | — | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.51% | — | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.24% | -3.20% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.38% | +0.29% | +9.47% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.32% | -0.08% | -3.58% | |
| 21 | FHYS | Fed Hermes Shrt Dur Hi Yield | ETF-其他 | 1.30% | — | -5.78% | |
| 22 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 1.25% | — | -12.04% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.23% | — | +501.80% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.15% | -1.37% | +35.51% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | +0.53% | +1.99% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.99% | — | -32.98% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.95% | — | -2.46% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.81% | +0.04% | +6192.31% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.75% | — | -44.40% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.74% | -0.03% | +32.76% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.70% | — | -2.44% | |
| 32 | CAT | Caterpillar INC | 股票-工業 | 0.69% | +0.43% | +9.44% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.69% | — | +12.49% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.66% | -0.24% | -24.21% | |
| 35 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 0.65% | — | -56.60% | |
| 36 | AMGN | Amgen INC | 股票-醫療保健 | 0.63% | -0.01% | +2.26% | |
| 37 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.58% | — | -11.47% | |
| 38 | ADBE | Adobe INC | 股票-科技 | 0.57% | -0.05% | -0.61% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.56% | -0.14% | +9.94% | |
| 40 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.55% | — | -3.96% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.54% | — | +41.88% | |
| 42 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.53% | — | -3.62% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.48% | — | -47.26% | |
| 44 | AMAT | Applied Materials INC | 股票-科技 | 0.48% | +0.16% | -8.03% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.46% | — | -23.01% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.46% | — | -14.21% | |
| 47 | O | Realty Income CORP | 股票-房地產 | 0.46% | — | -13.69% | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.46% | — | -33.35% | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.45% | — | -13.29% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.40% | — | -13.15% |