CIK: 0001713662
申報總市值
US$42.2億
僅顯示前 200 大持股（共 1080 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 5.28% | -0.21% | +2.50% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.26% | -0.25% | -10.84% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 3.18% | -0.11% | +5.89% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.03% | +0.02% | +2.64% | |
| 5 | MPLX | Mplx LP | 股票-能源 | 2.65% | +0.28% | +0.39% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 2.50% | — | +1.09% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.05% | +0.33% | +5.31% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.86% | +0.32% | +3.98% | |
| 9 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.84% | +0.14% | -1.56% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.66% | -0.01% | -7.09% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.55% | -0.20% | +10.17% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.44% | +0.09% | -2.89% | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.42% | -0.02% | +3.41% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.39% | -0.38% | +16.02% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.38% | — | +9.44% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | -0.05% | +9.51% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.30% | — | +3.02% | |
| 18 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.15% | — | -6.16% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.14% | -0.07% | +27.80% | |
| 20 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 1.13% | — | +1.24% | |
| 21 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 1.02% | +0.17% | +5.08% | |
| 22 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.96% | — | +2.17% | |
| 23 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.95% | — | -27.37% | |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.91% | — | -2.02% | |
| 25 | IAUM | Ishares Gold Trust Micro | ETF-避險與商品 | 0.89% | +0.32% | +11.06% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.88% | -0.12% | +1.20% | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.85% | +0.27% | -0.38% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | — | +19.17% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.80% | -0.10% | +16.54% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.80% | — | -1.04% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.77% | +0.40% | +17.80% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | -0.16% | +20.80% | |
| 33 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.75% | — | +5.00% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | -0.06% | +6.11% | |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.70% | — | -2.55% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | +13.71% | |
| 37 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.62% | — | -3.31% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.61% | -0.09% | -0.59% | |
| 39 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.61% | — | -1.02% | |
| 40 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 0.57% | — | -0.54% | |
| 41 | PM | Philip Morris International | 股票-非循環性消費 | 0.57% | -0.15% | +2378.56% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.56% | +1.17% | +16.97% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.55% | — | +1.68% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.54% | — | -1.93% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.52% | +0.08% | -3.88% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.51% | — | -0.62% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.49% | — | -3.36% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | — | +0.85% | |
| 49 | DISV | Dimensional International Sm | ETF-其他 | 0.45% | — | -5.96% | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.43% | — | +0.51% |