CIK: 0001644128
申報總市值
US$7.2億
僅顯示前 200 大持股（共 360 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 | 24.10% | -0.02% | +1.33% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.76% | +0.13% | +1.19% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 6.35% | +0.17% | +3.05% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.70% | — | +3.58% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 4.34% | +0.09% | -0.29% | |
| 6 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 3.83% | +0.15% | +2.74% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.48% | +0.08% | +3.08% | |
| 8 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 3.34% | — | +4.76% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 2.84% | +0.29% | +3.75% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.41% | +0.08% | +4.28% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.09% | — | +3.84% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.85% | — | +1.54% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.74% | -0.20% | +2.86% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.18% | — | +2.41% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.18% | — | +4.69% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.03% | — | +4.36% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.97% | — | -1.59% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.16% | -9.67% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | -0.48% | +4.09% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.73% | — | +5.32% | |
| 21 | HYD | Vaneck High Yield Muni ETF | ETF-非投資等級債 | 0.67% | — | +2.34% | |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.62% | — | +5.06% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.61% | — | +0.05% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.54% | — | +2.97% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.48% | — | +6.90% | |
| 26 | NFLX | Netflix INC | 股票-通訊服務 | 0.46% | -0.11% | +49.16% | |
| 27 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.43% | -0.07% | -22.72% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.40% | -0.14% | +22.51% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.36% | — | +4.34% | |
| 30 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.34% | — | -0.33% | |
| 31 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.34% | — | +0.18% | |
| 32 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.34% | — | +3.72% | |
| 33 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.31% | — | +3.05% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.30% | — | +1.37% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.29% | -0.16% | +16.53% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.21% | — | +2.23% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.20% | — | +5.12% | |
| 38 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.19% | — | +7.83% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.19% | — | +1.21% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.17% | — | +3.14% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.15% | — | — | |
| 42 | ADBE | Adobe INC | 股票-科技 | 0.14% | — | +1.51% | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.13% | — | -1.58% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.13% | — | -16.14% | |
| 45 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.13% | -0.07% | +11.80% | |
| 46 | HUBS | Hubspot INC | 股票-科技 | 0.13% | — | -3.03% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.13% | — | +5.86% | |
| 48 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.12% | — | +1.88% | |
| 49 | EIX | Edison International | 股票-公用事業 | 0.12% | — | -1.95% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.12% | — | -0.93% |