CIK: 0001992785
申報總市值
US$3.5億
僅顯示前 200 大持股（共 338 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 | 33.36% | +2.40% | -2.32% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 17.85% | — | -0.54% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 12.82% | -0.12% | -3.51% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 6.26% | — | -4.16% | |
| 5 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 6.18% | -0.21% | -7.19% | |
| 6 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 3.12% | — | -1.98% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.90% | -0.03% | -8.39% | |
| 8 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 1.18% | — | -0.44% | |
| 9 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.83% | -0.08% | — | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.71% | +0.11% | +1.04% | |
| 11 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.70% | — | -24.88% | |
| 12 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.66% | +0.04% | -2.44% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.62% | — | -24.84% | |
| 14 | USEP | Innovator U.s. Equity Ultra | ETF-其他 | 0.57% | — | — | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 0.55% | — | — | |
| 16 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.51% | — | -28.78% | |
| 17 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.50% | — | -0.52% | |
| 18 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.50% | — | -29.10% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | -0.08% | -26.66% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.49% | — | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.44% | -0.12% | +0.99% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.34% | — | — | |
| 23 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.33% | — | -0.99% | |
| 24 | LULU | Lululemon Athletica INC | 股票-循環性消費 | 0.30% | — | — | |
| 25 | ADBE | Adobe INC | 股票-科技 | 0.29% | -0.01% | — | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.28% | +0.02% | -0.73% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.28% | — | +2.57% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.27% | +0.05% | — | |
| 29 | COLM | Columbia Sportswear Co | 股票-其他 | 0.24% | — | — | |
| 30 | PEP | Pepsico INC | 股票-非循環性消費 | 0.24% | — | -11.12% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.23% | -0.02% | — | |
| 32 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.21% | — | -1.17% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.21% | — | — | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.20% | +0.04% | -18.85% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.19% | — | -13.00% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.18% | — | — | |
| 37 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.18% | — | -1.06% | |
| 38 | CSX | Csx CORP | 股票-工業 | 0.18% | — | — | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.17% | — | — | |
| 40 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.16% | — | — | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.15% | +0.03% | -26.28% | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.15% | — | -4.95% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.15% | +0.03% | +0.68% | |
| 44 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.13% | — | — | |
| 45 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.13% | -0.07% | — | |
| 46 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.11% | -0.02% | — | |
| 47 | TSLA | Tesla INC | 股票-循環性消費 | 0.11% | — | -41.07% | |
| 48 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.11% | — | — | |
| 49 | EPD | Enterprise Products Partners | 股票-能源 | 0.11% | -0.05% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.10% | — | — |