CIK: 0002071468
申報總市值
US$2.1億
僅顯示前 200 大持股（共 298 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 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 17.97% | -1.32% | +2.38% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 11.57% | -0.16% | +6.85% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.19% | +0.20% | -0.65% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.69% | +0.35% | -0.18% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.60% | +0.22% | -0.08% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.49% | -0.04% | +1.35% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.48% | -0.10% | -0.85% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.24% | — | -1.30% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.38% | +0.15% | -2.33% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.10% | +0.37% | -1.88% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.90% | +0.05% | -1.29% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.79% | — | +13.46% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.76% | +0.09% | +14.85% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.68% | +0.08% | +3.88% | |
| 15 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 1.56% | -0.13% | -1.89% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | — | +3.78% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.46% | +0.17% | -2.83% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.10% | +0.09% | -2.11% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.06% | — | +30.29% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.04% | — | +5.19% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.02% | +0.06% | -4.01% | |
| 22 | C | Citigroup INC | 股票-金融 | 0.97% | -0.37% | -4.32% | |
| 23 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.95% | +0.02% | +6.90% | |
| 24 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型股與成長 | 0.94% | +0.14% | +7.35% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.94% | +0.07% | +0.02% | |
| 26 | WMT | Walmart INC | 股票-非循環性消費 | 0.92% | -0.21% | -0.19% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | — | -0.79% | |
| 28 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.81% | — | +10.91% | |
| 29 | CRM | Salesforce INC | 股票-科技 | 0.71% | -0.16% | +5.18% | |
| 30 | PEP | Pepsico INC | 股票-非循環性消費 | 0.69% | -0.27% | -7.10% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.69% | -0.11% | -5.18% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.23% | +0.82% | |
| 33 | FTNT | Fortinet INC | 股票-科技 | 0.57% | — | +8.22% | |
| 34 | FDX | Fedex CORP | 股票-工業 | 0.55% | -0.33% | -21.21% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.54% | — | -6.24% | |
| 36 | UBER | Uber Technologies INC | 股票-工業 | 0.53% | — | +2.76% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | -0.16% | +1.17% | |
| 38 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.51% | — | +9.41% | |
| 39 | IQV | Iqvia Holdings INC | 股票-醫療保健 | 0.48% | — | -4.44% | |
| 40 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.45% | — | +3.72% | |
| 41 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-其他 | 0.44% | +0.05% | +5.05% | |
| 42 | ADSK | Autodesk INC | 股票-科技 | 0.42% | -0.09% | +0.50% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.42% | -0.46% | -8.03% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.41% | -0.08% | -14.20% | |
| 45 | HON | Honeywell International INC | 股票-工業 | 0.41% | -0.52% | EXIT | |
| 46 | WM | Waste Management INC | 股票-工業 | 0.40% | — | +5.51% | |
| 47 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.38% | +0.04% | +6.39% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工業 | 0.37% | -0.13% | +0.07% | |
| 49 | COP | Conocophillips | 股票-能源 | 0.37% | -0.14% | — | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.31% | — | +1.28% |