CIK: 0001512601
申報總市值
US$8.2億
僅顯示前 200 大持股（共 302 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 15.09% | -0.48% | +7.16% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 6.09% | +0.12% | +1.07% | |
| 3 | AVDE | Avantis International Equity | ETF-其他 | 4.40% | +0.19% | +2143.55% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.21% | -0.13% | -0.64% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.57% | -0.02% | +4.32% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 3.22% | — | +1431.46% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 3.06% | — | -48.35% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.98% | +0.27% | +3.29% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.97% | -0.03% | -33.05% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.10% | +0.12% | +950.26% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.01% | — | +9.05% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.76% | — | +239.41% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.43% | — | -32.70% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.29% | +0.10% | +837.36% | |
| 15 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 1.27% | — | -11.12% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | -0.11% | +0.86% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.20% | — | -1.37% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.16% | -0.05% | -6.57% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 1.15% | — | -5.23% | |
| 20 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.10% | +0.15% | +0.01% | |
| 21 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 1.08% | — | -2.93% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | -0.18% | -8.81% | |
| 23 | AVES | Avantis Emerging Markets Val | ETF-新興市場 | 0.98% | — | +2135.44% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.93% | -0.09% | +1.14% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.86% | — | +5.55% | |
| 26 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 0.81% | — | -1.17% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.80% | — | +10.70% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.77% | — | -0.15% | |
| 29 | XVV | Ishares Esg Select Screened | ETF-其他 | 0.75% | — | -2.10% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.72% | +0.12% | +886.34% | |
| 31 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-其他 | 0.69% | +0.19% | -4.56% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.60% | -0.08% | -4.80% | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.59% | — | +1.76% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.54% | -0.05% | +13.11% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.52% | — | +14.65% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.48% | — | -6.32% | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.47% | — | +0.83% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | +35.01% | |
| 39 | LIN | Linde plc | 股票-原物料 | 0.41% | +0.05% | — | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.41% | -0.08% | -2.87% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.40% | — | -9.15% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.39% | — | -15.86% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | — | -1.36% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.35% | — | -3.46% | |
| 45 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.33% | — | -2.11% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.32% | — | +3.09% | |
| 47 | DELL | Dell Technologies -c | 股票-科技 | 0.32% | +0.07% | +0.68% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.31% | — | -4.50% | |
| 49 | WD | Walker & Dunlop INC | 股票-其他 | 0.31% | — | +237.47% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.31% | — | — |