CIK: 0001843745
申報總市值
US$4.5億
僅顯示前 200 大持股（共 744 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.65% | — | +2.38% | |
| 2 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 4.58% | -0.08% | +2.68% | |
| 3 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 3.57% | — | -4.41% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.68% | -0.37% | +11.64% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.66% | -0.09% | +0.19% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.39% | — | +6.22% | |
| 7 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 2.37% | — | +83.03% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | -0.45% | +1.11% | |
| 9 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 2.27% | — | +6.12% | |
| 10 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.96% | — | +10.18% | |
| 11 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.94% | — | +17.10% | |
| 12 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.84% | — | +19.73% | |
| 13 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.69% | -0.10% | +14.40% | |
| 14 | CGW | Invesco S&p Global Water Ind | ETF-其他 | 1.61% | — | -5.23% | |
| 15 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.56% | — | +180.25% | |
| 16 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 1.52% | — | +68.19% | |
| 17 | IQLT | Ishares Msci International Q | ETF-其他 | 1.50% | +0.04% | +3.77% | |
| 18 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 1.47% | — | -9.90% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.47% | +0.26% | +4.76% | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.43% | — | +3.65% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.39% | -0.05% | -0.54% | |
| 22 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.37% | — | +4.34% | |
| 23 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.34% | — | +0.02% | |
| 24 | QDF | Flexshares Quality Dividend | ETF-其他 | 1.27% | — | +7.63% | |
| 25 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 1.16% | +0.05% | +1.87% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | +0.22% | +1.11% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.97% | — | +49.81% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | +0.07% | +4.08% | |
| 29 | TDF | Templeton Dragon Fund, Inc. | 股票-其他 | 0.79% | — | +75.16% | |
| 30 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.78% | +0.03% | +9.81% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.77% | — | -6.12% | |
| 32 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.76% | — | +0.23% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.76% | +0.08% | +109.45% | |
| 34 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.75% | — | -1.65% | |
| 35 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.68% | — | +8.28% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.67% | — | +1256.61% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.67% | -0.04% | -41.26% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.62% | — | +0.97% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.06% | -3.08% | |
| 40 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.53% | +0.02% | +151.41% | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.52% | — | -5.10% | |
| 42 | FISV | Fiserv INC | 股票-其他 | 0.50% | — | — | |
| 43 | GMF | State Street Spdr S&p Emergi | ETF-其他 | 0.48% | — | +131.81% | |
| 44 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 0.48% | — | +649.08% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.47% | — | -0.75% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.46% | — | +10.85% | |
| 47 | DFAT | Dimensional US Target Value | ETF-其他 | 0.46% | — | +127.17% | |
| 48 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.46% | -0.04% | -0.27% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.45% | — | -3.18% | |
| 50 | HD | Home Depot INC | 股票-循環性消費 | 0.45% | — | +1.04% |