CIK: 0001792704
申報總市值
US$4.8億
僅顯示前 200 大持股（共 557 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.26% | -0.33% | +16.44% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 10.15% | -0.08% | -16.10% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-其他 | 8.49% | -0.03% | +3.61% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.38% | -0.68% | -0.49% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.26% | +0.04% | -1.13% | |
| 6 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 4.94% | +1.03% | +2.49% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.82% | +0.18% | -3.62% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.92% | -0.12% | +2.53% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.71% | +0.01% | +7.80% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.42% | -0.06% | -4.57% | |
| 11 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 3.26% | — | +17.99% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.07% | — | -9.08% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.02% | — | +8.70% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.00% | -0.05% | +18.09% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.98% | -0.20% | -1.20% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.84% | +0.19% | -1.03% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.13% | — | -18.85% | |
| 18 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.06% | — | — | |
| 19 | HAL | Halliburton Co | 股票-能源 | 1.01% | +0.07% | -17.43% | |
| 20 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.72% | — | -0.06% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | +0.07% | +13.87% | |
| 22 | KMI | Kinder Morgan INC | 股票-能源 | 0.66% | +0.11% | +0.02% | |
| 23 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.59% | — | — | |
| 24 | VDE | Vanguard Energy ETF | ETF-其他 | 0.57% | +0.03% | -0.32% | |
| 25 | BA | Boeing Co/the | 股票-工業 | 0.57% | -0.07% | -0.31% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.55% | -0.14% | +2.84% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.54% | — | -6.34% | |
| 28 | EPD | Enterprise Products Partners | 股票-能源 | 0.48% | — | -7.93% | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 0.40% | — | -11.06% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.39% | -0.11% | +308.06% | |
| 31 | SCI | Service CORP International | 股票-循環性消費 | 0.34% | +0.04% | +3.62% | |
| 32 | VFH | Vanguard Financials ETF | ETF-其他 | 0.33% | -0.06% | +147.85% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | -0.10% | +29.24% | |
| 34 | SHLXUSD | Shell Midstream Partners LP | 股票-其他 | 0.26% | — | — | |
| 35 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.25% | — | +0.27% | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.25% | -0.10% | +8354.55% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.23% | — | +199900.00% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.22% | +0.05% | +10.80% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.20% | -0.04% | +4.56% | |
| 40 | ET | Energy Transfer LP | 股票-能源 | 0.16% | — | +14.59% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.16% | — | +8.95% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.16% | -0.04% | — | |
| 43 | DVN | Devon Energy CORP | 股票-能源 | 0.16% | — | +29.57% | |
| 44 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.12% | — | — | |
| 45 | TDF | Templeton Dragon Fund, Inc. | 股票-其他 | 0.12% | — | -4.68% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.12% | — | — | |
| 47 | UNP | Union Pacific CORP | 股票-工業 | 0.12% | — | +1.06% | |
| 48 | UAL | United Airlines Holdings INC | 股票-工業 | 0.11% | — | +24.20% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.10% | — | +1.88% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.10% | -0.03% | — |