CIK: 0001992785
申報總市值
US$3.5億
僅顯示前 200 大持股（共 359 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 32.59% | +2.40% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 17.50% | — | — | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 12.30% | -0.12% | — | |
| 4 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 6.53% | -0.21% | — | |
| 5 | MUB | Ishares National Muni Bond E | ETF-其他 | 6.32% | — | — | |
| 6 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 3.05% | — | — | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.19% | -0.03% | — | |
| 8 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 1.17% | — | — | |
| 9 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.89% | -0.08% | — | |
| 10 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.87% | — | — | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.76% | — | — | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.68% | +0.11% | — | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | -0.08% | — | |
| 14 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.67% | — | — | |
| 15 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.66% | — | — | |
| 16 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.63% | +0.04% | — | |
| 17 | UMAR | Innovator U.s. Equity Ultra | ETF-其他 | 0.55% | — | — | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 0.53% | — | — | |
| 19 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.48% | — | — | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.47% | — | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.42% | -0.12% | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.33% | — | — | |
| 23 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.33% | — | — | |
| 24 | LULU | Lululemon Athletica INC | 股票-循環性消費 | 0.28% | — | — | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.28% | +0.02% | — | |
| 26 | PEP | Pepsico INC | 股票-非循環性消費 | 0.27% | — | — | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.27% | — | — | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.27% | +0.05% | — | |
| 29 | ADBE | Adobe INC | 股票-科技 | 0.25% | -0.01% | — | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.24% | -0.02% | — | |
| 31 | COLM | Columbia Sportswear Co | 股票-其他 | 0.23% | — | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.22% | +0.04% | — | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.20% | — | — | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.20% | — | — | |
| 35 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.19% | — | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.19% | — | — | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.19% | +0.03% | — | |
| 38 | TSLA | Tesla INC | 股票-循環性消費 | 0.18% | — | — | |
| 39 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.18% | — | — | |
| 40 | CSX | Csx CORP | 股票-工業 | 0.18% | — | — | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.17% | — | — | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.16% | — | — | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.15% | — | — | |
| 44 | HUBB | Hubbell INC | 股票-工業 | 0.14% | — | — | |
| 45 | SDGR | Schrodinger INC | 股票-其他 | 0.14% | — | — | |
| 46 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.12% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | +0.03% | — | |
| 48 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.12% | -0.07% | — | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.11% | — | — | |
| 50 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.11% | -0.02% | — |