CIK: 0002062026
申報總市值
US$12.7億
僅顯示前 200 大持股（共 267 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 15.39% | -0.18% | +9.22% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 9.43% | +0.05% | +11.83% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 9.07% | +0.46% | +11.29% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.35% | -0.08% | +10.03% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.06% | +0.21% | +7.72% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.96% | -0.23% | +12.47% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.81% | -0.24% | +10.49% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.22% | -0.05% | +13.76% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.66% | +0.02% | +10.83% | |
| 10 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 2.19% | -0.18% | +18.80% | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 2.18% | -0.13% | +24.25% | |
| 12 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 2.13% | -0.12% | +15.28% | |
| 13 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.93% | -0.13% | +14.52% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.85% | -0.16% | +9.59% | |
| 15 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 1.82% | +0.01% | +21.66% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.71% | -0.17% | +9.26% | |
| 17 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.68% | -0.14% | +10.45% | |
| 18 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.51% | -0.03% | +26.66% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.46% | — | +1.39% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.10% | +0.38% | +2.89% | |
| 21 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 1.07% | +0.05% | +31.75% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.86% | — | +11.76% | |
| 23 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 0.84% | +0.02% | +20.45% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.75% | — | +76.15% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.75% | -0.02% | +14.63% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | -0.02% | +1.00% | |
| 27 | BSCY | Invesco Bulletshares 2034 Cb | ETF-其他 | 0.63% | +0.03% | +24.03% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.57% | +0.04% | +1.43% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.43% | +0.05% | +13.82% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.41% | — | +23.54% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.38% | -0.01% | +17.32% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.37% | -0.01% | +0.88% | |
| 33 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.36% | +0.02% | +0.01% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.34% | — | +4.13% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.31% | +0.01% | +10.33% | |
| 36 | TSLA | Tesla INC | 股票-循環性消費 | 0.31% | — | +56.33% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.30% | — | +2.96% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.29% | — | +12.75% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.28% | +0.01% | +39.19% | |
| 40 | DFIV | Dimensional International Va | ETF-其他 | 0.27% | — | +26.40% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.27% | — | +33.33% | |
| 42 | BSCZ | Invesco Bulletshares 2035 Cb | ETF-其他 | 0.27% | +0.07% | +36.15% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.27% | — | +10.39% | |
| 44 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.26% | +0.01% | +6.07% | |
| 45 | HD | Home Depot INC | 股票-循環性消費 | 0.25% | — | -0.89% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | — | +38.76% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.24% | — | -0.69% | |
| 48 | DE | Deere & Co | 股票-工業 | 0.21% | — | +0.80% | |
| 49 | BSMT | Invesco Bulletshares 2029 Mb | ETF-其他 | 0.21% | — | +31.91% | |
| 50 | DFAT | Dimensional US Target Value | ETF-其他 | 0.19% | — | +8.28% |