CIK: 0001843745
申報總市值
US$4.5億
僅顯示前 200 大持股（共 699 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 | 5.63% | — | +1.62% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 4.08% | -0.37% | +3.11% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.72% | +0.14% | +16.30% | |
| 4 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 3.52% | +0.08% | +25.31% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.09% | +0.05% | +5.37% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.61% | — | +17.25% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.46% | +0.04% | -5.06% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.39% | -0.14% | +950.71% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.45% | +1.22% | |
| 10 | IQLT | Ishares Msci International Q | ETF-其他 | 2.09% | +0.04% | +11.03% | |
| 11 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 2.03% | — | -2.45% | |
| 12 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.84% | — | +6.50% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.67% | -0.09% | -0.49% | |
| 14 | CGW | Invesco S&p Global Water Ind | ETF-其他 | 1.61% | — | +5.85% | |
| 15 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 1.49% | -0.08% | -1.85% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.47% | — | +35.48% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.36% | -0.05% | +47.61% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.15% | — | +5.76% | |
| 19 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.14% | — | +7.35% | |
| 20 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.09% | — | +9.24% | |
| 21 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 1.07% | +0.03% | +12.78% | |
| 22 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.05% | +0.02% | +12.69% | |
| 23 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 1.02% | +0.03% | +12.76% | |
| 24 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.02% | +0.04% | +11.57% | |
| 25 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.01% | +0.04% | +10.65% | |
| 26 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 0.99% | +0.03% | +14.43% | |
| 27 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 0.95% | +0.04% | +15.92% | |
| 28 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.95% | — | -0.65% | |
| 29 | DFIS | Dimensional International Sm | ETF-其他 | 0.93% | — | +31.12% | |
| 30 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 0.90% | +0.05% | +19.92% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | +0.22% | -0.99% | |
| 32 | DFIV | Dimensional International Va | ETF-其他 | 0.82% | +0.05% | +25.77% | |
| 33 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.79% | +0.03% | +9.24% | |
| 34 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.75% | +0.05% | +10.36% | |
| 35 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.68% | — | +12.52% | |
| 36 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.67% | — | +16.45% | |
| 37 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.65% | -0.10% | +3.23% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.06% | +1.14% | |
| 39 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.59% | — | +50.72% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.57% | — | -78.55% | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.53% | — | +0.93% | |
| 42 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.52% | — | +1.49% | |
| 43 | SYK | Stryker CORP | 股票-醫療保健 | 0.51% | — | +0.31% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | -0.05% | +11.70% | |
| 45 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-其他 | 0.48% | — | +49.79% | |
| 46 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.48% | -0.04% | +0.15% | |
| 47 | DFAT | Dimensional US Target Value | ETF-其他 | 0.48% | — | +3.92% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | +0.07% | -0.43% | |
| 49 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.46% | — | +5.93% | |
| 50 | FISV | Fiserv INC | 股票-其他 | 0.46% | — | — |