CIK: 0001822632
申報總市值
US$10.1億
僅顯示前 200 大持股（共 225 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 22.17% | -1.16% | -0.02% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 13.82% | -0.15% | +0.14% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-其他 | 12.47% | +0.46% | +0.37% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 9.38% | +0.76% | +4.25% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 6.57% | +0.29% | +1.08% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 6.46% | -0.71% | -0.71% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.40% | -0.21% | +2.34% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 3.10% | +0.34% | +0.55% | |
| 9 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-其他 | 2.82% | +0.18% | -6.87% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.41% | — | -0.05% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.03% | -0.10% | -0.19% | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.93% | — | +1.49% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.43% | +0.11% | +2.83% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.19% | +0.05% | +10.92% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | -0.01% | +0.80% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.89% | +0.04% | +1.27% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.72% | -0.07% | +0.10% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.63% | +0.02% | -5.89% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.55% | +0.02% | +6.09% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.53% | — | +0.60% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | +0.01% | +0.67% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | -0.08% | +0.39% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.36% | +0.07% | -1.08% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.35% | — | +6.79% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.28% | -0.01% | +0.22% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.25% | — | -0.68% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.23% | -0.02% | +0.34% | |
| 28 | WSM | Williams-sonoma INC | 股票-循環性消費 | 0.22% | -0.10% | +0.38% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | +0.09% | +0.86% | |
| 30 | CTAS | Cintas CORP | 股票-工業 | 0.18% | -0.01% | +0.24% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.18% | — | +1.23% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.16% | +0.07% | +1.51% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.16% | -0.04% | -4.79% | |
| 34 | SO | Southern Co/the | 股票-公用事業 | 0.15% | +0.02% | +1.90% | |
| 35 | CAT | Caterpillar INC | 股票-工業 | 0.14% | — | -0.55% | |
| 36 | QCOM | Qualcomm INC | 股票-科技 | 0.14% | -0.03% | +0.51% | |
| 37 | DE | Deere & Co | 股票-工業 | 0.14% | +0.02% | +0.33% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.13% | +0.03% | +0.79% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.12% | — | +84.89% | |
| 40 | TSLA | Tesla INC | 股票-循環性消費 | 0.12% | -0.02% | — | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.11% | +0.02% | +1.89% | |
| 42 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.11% | +0.02% | +0.63% | |
| 43 | C | Citigroup INC | 股票-金融 | 0.11% | — | +0.60% | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.11% | -0.02% | +4.76% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.10% | +0.03% | +1.85% | |
| 46 | AAPL | Apple INC | 股票-科技 | 0.10% | -0.01% | -5.10% | |
| 47 | BHP | Bhp Group Ltd-spon Adr | 股票-原物料 | 0.09% | +0.02% | — | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.07% | — | +0.48% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.07% | -0.01% | -23.47% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.06% | — | +6.31% |