CIK: 0001792704
申報總市值
US$4.8億
僅顯示前 200 大持股（共 558 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 | 10.14% | -0.33% | +10.66% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 9.31% | -0.08% | -8.30% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 8.33% | +1.03% | +69.15% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-其他 | 8.14% | -0.03% | -0.31% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.02% | -0.68% | +0.35% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 6.91% | +0.04% | -1.30% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.55% | +0.18% | +0.96% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.74% | -0.12% | +0.10% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.71% | +0.01% | +4.11% | |
| 10 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 3.35% | — | +14.38% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.19% | -0.05% | +12.83% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.06% | -0.06% | +1.85% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.92% | — | +9.54% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.87% | -0.20% | +0.74% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.71% | — | -9.77% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.70% | +0.19% | -0.68% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.00% | — | -6.84% | |
| 18 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.98% | — | — | |
| 19 | HAL | Halliburton Co | 股票-能源 | 0.79% | +0.07% | — | |
| 20 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.67% | — | -0.81% | |
| 21 | KMI | Kinder Morgan INC | 股票-能源 | 0.66% | +0.11% | -0.08% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | +0.07% | -9.79% | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.60% | -0.14% | +8.06% | |
| 24 | VDE | Vanguard Energy ETF | ETF-其他 | 0.57% | +0.03% | -3.05% | |
| 25 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.56% | — | — | |
| 26 | BA | Boeing Co/the | 股票-工業 | 0.51% | -0.07% | — | |
| 27 | EPD | Enterprise Products Partners | 股票-能源 | 0.47% | — | -0.00% | |
| 28 | VFH | Vanguard Financials ETF | ETF-其他 | 0.44% | -0.06% | +38.11% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.42% | — | -16.84% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.42% | -0.10% | +59.27% | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.38% | — | -0.59% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.36% | -0.11% | +3.81% | |
| 33 | SHLXUSD | Shell Midstream Partners LP | 股票-其他 | 0.30% | — | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.29% | -0.10% | — | |
| 35 | SCI | Service CORP International | 股票-循環性消費 | 0.28% | +0.04% | +0.09% | |
| 36 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.23% | — | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.22% | — | +2.52% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.22% | +0.05% | +0.53% | |
| 39 | ET | Energy Transfer LP | 股票-能源 | 0.18% | — | +0.05% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.18% | -0.04% | -3.80% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.15% | -0.04% | +1.43% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.14% | — | — | |
| 43 | WPC | Wp Carey INC | 股票-房地產 | 0.14% | — | — | |
| 44 | DVN | Devon Energy CORP | 股票-能源 | 0.13% | — | -21.99% | |
| 45 | TSLA | Tesla INC | 股票-循環性消費 | 0.12% | -0.09% | +615.15% | |
| 46 | UAL | United Airlines Holdings INC | 股票-工業 | 0.11% | — | +11.27% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.11% | — | — | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.11% | — | — | |
| 49 | TDF | Templeton Dragon Fund, Inc. | 股票-其他 | 0.11% | — | -7.14% | |
| 50 | SYY | Sysco CORP | 股票-非循環性消費 | 0.09% | — | +355.20% |