CIK: 0001644128
申報總市值
US$7.2億
僅顯示前 200 大持股（共 1541 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 | 23.86% | -0.02% | +6.09% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.65% | +0.13% | +7.51% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 6.80% | +0.17% | +12.70% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.50% | — | -38.13% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 4.69% | +0.09% | +17.85% | |
| 6 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 3.54% | +0.15% | +12.80% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.51% | +0.08% | +8.63% | |
| 8 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 3.42% | — | +15.37% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 3.14% | +0.29% | +7.45% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.36% | +0.08% | +10.46% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.11% | — | +6.91% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.77% | — | +8.22% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.55% | -0.16% | -7.85% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.41% | — | +15.22% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.18% | — | +8.24% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.04% | — | +8.85% | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.88% | -0.20% | +15.15% | |
| 18 | HYD | Vaneck High Yield Muni ETF | ETF-非投資等級債 | 0.86% | — | +8.51% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.85% | — | +4.77% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.70% | — | +8.76% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.56% | — | — | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.53% | — | +14.39% | |
| 23 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.50% | — | +6.66% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.44% | — | +11.81% | |
| 25 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.42% | — | — | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.39% | — | +6.41% | |
| 27 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.39% | — | -98.15% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.37% | -0.14% | +7.80% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.31% | -0.48% | +0.32% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.31% | — | -4.02% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.26% | -0.16% | -5.21% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.25% | — | — | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.23% | — | -6.86% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.21% | — | -0.88% | |
| 35 | OSH3USD | Oak Street Health INC | 股票-其他 | 0.21% | — | +6066.50% | |
| 36 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.19% | — | -0.75% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.18% | — | -2.76% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.18% | — | -16.74% | |
| 39 | ADBE | Adobe INC | 股票-科技 | 0.17% | — | -3.05% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.15% | — | -1.24% | |
| 41 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.15% | — | — | |
| 42 | NFLX | Netflix INC | 股票-通訊服務 | 0.14% | -0.11% | -34.91% | |
| 43 | TSLA | Tesla INC | 股票-循環性消費 | 0.14% | — | +7.37% | |
| 44 | HUBS | Hubspot INC | 股票-科技 | 0.13% | — | +38.66% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.13% | — | -0.82% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.13% | +0.11% | +22.22% | |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.11% | — | -1.71% | |
| 48 | ✓ | 股票-其他 | 0.10% | — | — | ||
| 49 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.10% | — | +4.87% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.10% | — | +3.28% |