CIK: 0001843745
申報總市值
US$4.5億
僅顯示前 200 大持股（共 886 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 | 4.79% | — | +0.68% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.25% | +0.14% | +7.22% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-其他 | 4.25% | +0.26% | +11.68% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 3.93% | -0.37% | -0.50% | |
| 5 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 3.35% | +0.08% | -2.33% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.80% | +0.05% | -2.86% | |
| 7 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 2.79% | +0.12% | +17133.60% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.56% | +0.04% | +11.45% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.50% | -0.14% | -1.28% | |
| 10 | IQLT | Ishares Msci International Q | ETF-其他 | 2.02% | +0.04% | +1.67% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.99% | -0.45% | -1.13% | |
| 12 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.54% | — | +0.79% | |
| 13 | CGW | Invesco S&p Global Water Ind | ETF-其他 | 1.50% | — | +0.46% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.45% | -0.09% | +3.61% | |
| 15 | DFIS | Dimensional International Sm | ETF-其他 | 1.44% | — | +4.40% | |
| 16 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 1.30% | — | -0.65% | |
| 17 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.26% | +0.04% | +9.55% | |
| 18 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 1.26% | +0.03% | +10.78% | |
| 19 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 1.22% | +0.05% | +9.35% | |
| 20 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.21% | +0.04% | +9.94% | |
| 21 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 1.15% | +0.03% | +12.28% | |
| 22 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 1.09% | -0.08% | -0.10% | |
| 23 | DFIV | Dimensional International Va | ETF-其他 | 1.00% | +0.05% | +0.83% | |
| 24 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.98% | — | +0.85% | |
| 25 | BSCY | Invesco Bulletshares 2034 Cb | ETF-其他 | 0.97% | +0.07% | +22.20% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | -0.05% | +0.81% | |
| 27 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.92% | — | -2.00% | |
| 28 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-其他 | 0.90% | — | +12.70% | |
| 29 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.90% | — | +8.22% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | -0.05% | +1.79% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.87% | -0.06% | — | |
| 32 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.77% | -0.10% | -4.85% | |
| 33 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.77% | — | +0.55% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | -0.06% | -0.67% | |
| 35 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.69% | +0.05% | +2.10% | |
| 36 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.66% | +0.03% | -1.76% | |
| 37 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.64% | — | — | |
| 38 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.61% | +0.04% | +6.83% | |
| 39 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.60% | +0.03% | +7.53% | |
| 40 | IBIE | Ishares Ibonds Oct 2028 Tt | ETF-其他 | 0.60% | — | +7.57% | |
| 41 | IBID | Ishares Ibonds Oct 2027 Tt | ETF-其他 | 0.60% | — | +7.79% | |
| 42 | IBIC | Ishares Ibonds Oct 2026 Tt | ETF-其他 | 0.59% | — | +7.02% | |
| 43 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.58% | +0.02% | +7.45% | |
| 44 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.56% | — | +16.43% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.22% | -2.35% | |
| 46 | GMF | State Street Spdr S&p Emergi | ETF-其他 | 0.54% | — | -2.35% | |
| 47 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.50% | — | -0.62% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.50% | -0.05% | +15.86% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.07% | +7.74% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.48% | +0.08% | +34.67% |