CIK: 0001792704
申報總市值
US$4.8億
僅顯示前 200 大持股（共 1229 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 | 14.32% | -0.33% | -0.23% | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 13.78% | +1.03% | -4.35% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 9.00% | -0.68% | -2.87% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.85% | +0.04% | +2.47% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.40% | +0.18% | -1.31% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.76% | -0.05% | -0.19% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.58% | +0.01% | -2.12% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.56% | -0.12% | -1.21% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.10% | — | +4.96% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.10% | -0.20% | -3.66% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.83% | -0.08% | -3.34% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.73% | +0.19% | -2.90% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.84% | -0.11% | -4.02% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.21% | — | -1.86% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.15% | — | -3.05% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.03% | -0.06% | -5.90% | |
| 17 | HAL | Halliburton Co | 股票-能源 | 0.83% | +0.07% | +0.02% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.82% | -0.14% | +11.27% | |
| 19 | SCI | Service CORP International | 股票-循環性消費 | 0.75% | +0.04% | +0.47% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | +0.07% | -0.36% | |
| 21 | BA | Boeing Co/the | 股票-工業 | 0.67% | -0.07% | +0.09% | |
| 22 | KMI | Kinder Morgan INC | 股票-能源 | 0.62% | +0.11% | -2.12% | |
| 23 | VFH | Vanguard Financials ETF | ETF-其他 | 0.57% | -0.06% | -9.22% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.10% | +0.13% | |
| 25 | EPD | Enterprise Products Partners | 股票-能源 | 0.47% | — | — | |
| 26 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.46% | — | -8.85% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.45% | — | -3.02% | |
| 28 | VDE | Vanguard Energy ETF | ETF-其他 | 0.45% | +0.03% | -1.99% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.45% | -0.04% | +3.93% | |
| 30 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.41% | — | -17.92% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.37% | — | -1.60% | |
| 32 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.30% | -0.10% | +22.20% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.29% | — | +8.94% | |
| 34 | ET | Energy Transfer LP | 股票-能源 | 0.24% | — | +0.45% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.23% | -0.03% | -9.38% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.22% | -0.03% | -27.22% | |
| 37 | TSLA | Tesla INC | 股票-循環性消費 | 0.20% | -0.09% | +54.83% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.19% | -0.04% | +2.42% | |
| 39 | LGIH | Lgi Homes INC | 股票-其他 | 0.17% | — | — | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.17% | — | +2.67% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.16% | -0.10% | +1782.80% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.16% | — | -4.07% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.15% | +0.05% | +2.29% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.14% | — | +10.99% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.13% | — | — | |
| 46 | UNP | Union Pacific CORP | 股票-工業 | 0.12% | — | +1.32% | |
| 47 | UAL | United Airlines Holdings INC | 股票-工業 | 0.12% | — | -18.73% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.12% | -0.04% | +2.42% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.12% | — | -17.02% | |
| 50 | NTSX | Wisdomtree US Efficient Core | ETF-其他 | 0.12% | — | — |