CIK: 0001799964
申報總市值
US$4.8億
僅顯示前 200 大持股（共 469 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 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 12.95% | — | +2.59% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 8.85% | — | +0.36% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-其他 | 6.87% | -0.17% | +3.72% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.37% | +0.24% | +6.93% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.60% | -0.31% | +2.95% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.42% | — | +10.66% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 3.36% | +0.06% | +4.56% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.63% | +0.36% | -3.00% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.51% | +0.14% | +19.96% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.37% | -0.16% | +0.13% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.24% | -0.49% | +28.83% | |
| 12 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.96% | +0.16% | +17.96% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.90% | +0.02% | +4.18% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.89% | — | +4.41% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.80% | — | +3.44% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.77% | — | +2.21% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.70% | — | +0.40% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.56% | — | +14.05% | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.49% | — | -0.55% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.18% | -0.09% | +4.46% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.08% | — | -1.75% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.94% | -0.12% | +21.39% | |
| 23 | NEE | Nextera Energy INC | 股票-公用事業 | 0.92% | +0.07% | +296.21% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.84% | — | +1.54% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.83% | +0.13% | +1.36% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.83% | — | — | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | -0.22% | +9.58% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.67% | — | +11.00% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | -0.17% | +8.76% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.60% | — | +32.31% | |
| 31 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.59% | +0.06% | +1.71% | |
| 32 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.57% | — | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | — | +0.52% | |
| 34 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.53% | +0.15% | +14.28% | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.52% | — | -0.02% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | +4.51% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.47% | — | +6.34% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.46% | — | +9.16% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.46% | +0.06% | +10026.19% | |
| 40 | NSC | Norfolk Southern CORP | 股票-工業 | 0.43% | — | -13.72% | |
| 41 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.42% | +0.03% | -0.72% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.41% | — | +0.18% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | +0.21% | +0.91% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.38% | — | — | |
| 45 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.36% | — | +74.72% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.36% | — | -29.69% | |
| 47 | UNP | Union Pacific CORP | 股票-工業 | 0.36% | — | — | |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.35% | — | — | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.33% | -0.04% | +88.91% | |
| 50 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.31% | — | -23.88% |