CIK: 0001792704
申報總市值
US$4.8億
僅顯示前 200 大持股（共 1417 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 | 13.85% | +1.03% | +0.06% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 12.89% | -0.33% | +0.16% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.53% | -0.68% | — | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.45% | +0.04% | +0.08% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 5.84% | -0.05% | +0.17% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.38% | +0.18% | +0.05% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.42% | +0.01% | +0.12% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.12% | -0.12% | — | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.20% | — | +0.07% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.75% | +0.19% | — | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.75% | -0.20% | — | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.38% | -0.08% | — | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.24% | +0.70% | +0.30% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.63% | -0.11% | — | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.49% | — | +0.12% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.06% | -0.14% | +0.26% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.91% | — | — | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.89% | -0.06% | — | |
| 19 | KMI | Kinder Morgan INC | 股票-能源 | 0.78% | +0.11% | — | |
| 20 | SCI | Service CORP International | 股票-循環性消費 | 0.72% | +0.04% | — | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | +0.07% | — | |
| 22 | BA | Boeing Co/the | 股票-工業 | 0.61% | -0.07% | +0.04% | |
| 23 | VFH | Vanguard Financials ETF | ETF-其他 | 0.59% | -0.06% | — | |
| 24 | HAL | Halliburton Co | 股票-能源 | 0.57% | +0.07% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.10% | — | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.48% | -0.04% | +0.20% | |
| 27 | EPD | Enterprise Products Partners | 股票-能源 | 0.48% | — | — | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.41% | -0.10% | +5.24% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.39% | — | — | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.38% | — | — | |
| 31 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.35% | — | — | |
| 32 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.35% | — | — | |
| 33 | TSLA | Tesla INC | 股票-循環性消費 | 0.31% | -0.09% | — | |
| 34 | BND | Vanguard Total Bond Market | ETF-其他 | 0.31% | — | — | |
| 35 | VDE | Vanguard Energy ETF | ETF-其他 | 0.30% | +0.03% | — | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.30% | — | — | |
| 37 | ET | Energy Transfer LP | 股票-能源 | 0.27% | — | — | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.24% | -0.10% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.22% | -0.04% | — | |
| 40 | UAL | United Airlines Holdings INC | 股票-工業 | 0.20% | — | — | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.19% | -0.04% | +6.68% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.18% | — | — | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.18% | -0.03% | — | |
| 44 | LGIH | Lgi Homes INC | 股票-其他 | 0.16% | — | — | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.15% | +0.05% | — | |
| 46 | WMT | Walmart INC | 股票-非循環性消費 | 0.15% | — | — | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.15% | -0.03% | — | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.13% | — | — | |
| 49 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.13% | — | — | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.12% | — | — |