CIK: 0001644128
申報總市值
US$7.2億
僅顯示前 200 大持股（共 1282 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 23.90% | -0.02% | +7.96% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 12.24% | +0.13% | +5.92% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 6.48% | +0.17% | +16.55% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 6.01% | — | +5.53% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 4.12% | +0.09% | +19.85% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 3.41% | +0.08% | +8.44% | |
| 7 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 3.32% | — | +21.54% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 3.29% | +0.29% | +12.00% | |
| 9 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 3.19% | +0.15% | +14.71% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.31% | +0.08% | +6.45% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.09% | — | +6.38% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.58% | — | +125.40% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.29% | -0.20% | +2.50% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.28% | — | +11.32% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.19% | — | +7.43% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.06% | — | +4.89% | |
| 17 | HYD | Vaneck High Yield Muni ETF | ETF-非投資等級債 | 0.98% | — | +19.51% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.82% | — | +11.61% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.73% | — | -0.33% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.71% | — | +10.83% | |
| 21 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.69% | — | +3.89% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.53% | — | +0.18% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.53% | — | +19.37% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.51% | -0.16% | -8.27% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.46% | -0.14% | -0.10% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.44% | — | +10.15% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.40% | — | -15.62% | |
| 28 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.40% | — | -22.52% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.39% | — | +28.91% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.39% | -0.48% | +8.38% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.30% | — | -19.49% | |
| 32 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.28% | — | -5.02% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.27% | — | — | |
| 34 | TSLA | Tesla INC | 股票-循環性消費 | 0.25% | — | +10.16% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.25% | — | -1.97% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.23% | — | +0.92% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.23% | -0.16% | +14.14% | |
| 38 | ADBE | Adobe INC | 股票-科技 | 0.21% | — | -3.31% | |
| 39 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.21% | — | — | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.19% | — | -1.72% | |
| 41 | NFLX | Netflix INC | 股票-通訊服務 | 0.18% | -0.11% | +2.30% | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.17% | — | +200.27% | |
| 43 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.17% | — | +589400.00% | |
| 44 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.13% | — | -2.09% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.13% | — | -18.56% | |
| 46 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.13% | — | +72.29% | |
| 47 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.12% | — | +73.32% | |
| 48 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.12% | — | -1.47% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.11% | — | +4.72% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.10% | — | — |