CIK: 0001792704
申報總市值
US$4.8億
僅顯示前 200 大持股（共 810 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 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 17.77% | +1.03% | +142.86% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.82% | -0.33% | -4.34% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.57% | -0.68% | -0.25% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-其他 | 6.48% | -0.03% | -6.58% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 6.39% | -0.08% | -21.55% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.64% | +0.18% | +1.83% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.54% | +0.04% | -24.64% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.72% | +0.01% | +3.28% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.63% | -0.12% | +3.64% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.43% | -0.05% | +10.49% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.02% | — | +14.90% | |
| 12 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 2.84% | — | +5.75% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.73% | -0.20% | -0.73% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.48% | +0.19% | -3.44% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.43% | -0.06% | -15.13% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.51% | — | -36.81% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.16% | -0.11% | +211.96% | |
| 18 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.13% | — | +10.90% | |
| 19 | HAL | Halliburton Co | 股票-能源 | 1.09% | +0.07% | -1.64% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | +0.07% | +46.74% | |
| 21 | SLB | Slb LTD | 股票-能源 | 0.89% | — | +1072.20% | |
| 22 | BA | Boeing Co/the | 股票-工業 | 0.70% | -0.07% | — | |
| 23 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.64% | — | -2.13% | |
| 24 | KMI | Kinder Morgan INC | 股票-能源 | 0.62% | +0.11% | -0.71% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.60% | — | -31.85% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.53% | -0.14% | +6.38% | |
| 27 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.51% | — | +2.70% | |
| 28 | VDE | Vanguard Energy ETF | ETF-其他 | 0.50% | +0.03% | -15.12% | |
| 29 | VFH | Vanguard Financials ETF | ETF-其他 | 0.49% | -0.06% | +15.01% | |
| 30 | EPD | Enterprise Products Partners | 股票-能源 | 0.42% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | -0.10% | +1.44% | |
| 32 | SCI | Service CORP International | 股票-循環性消費 | 0.30% | +0.04% | +0.04% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.24% | +0.05% | +0.49% | |
| 34 | DVN | Devon Energy CORP | 股票-能源 | 0.22% | — | +84.59% | |
| 35 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.21% | — | +559.72% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.21% | — | — | |
| 37 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.20% | — | -11.93% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.19% | -0.04% | +17.05% | |
| 39 | ET | Energy Transfer LP | 股票-能源 | 0.17% | — | +0.05% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.14% | -0.04% | +0.07% | |
| 41 | WPC | Wp Carey INC | 股票-房地產 | 0.14% | — | +0.09% | |
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.13% | -0.10% | -51.05% | |
| 43 | UAL | United Airlines Holdings INC | 股票-工業 | 0.12% | — | — | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.11% | — | -13.46% | |
| 45 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.11% | — | +51.93% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.11% | — | +119.43% | |
| 47 | UNP | Union Pacific CORP | 股票-工業 | 0.10% | — | +0.50% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.10% | — | +0.77% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.10% | — | +25.53% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.10% | — | -1.97% |