CIK: 0001664772
申報總市值
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| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 14.18% | — | +0.75% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 11.30% | — | -3.75% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.90% | — | +28.89% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.04% | — | +5.20% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.94% | — | +18.77% | |
| 6 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 4.03% | — | +3.24% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.84% | — | +20.27% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.59% | — | +18.36% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.44% | — | +62.10% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.08% | — | -1.94% | |
| 11 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 2.97% | — | +9.40% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.45% | — | +1.42% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.20% | — | +3.63% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.19% | — | +4.63% | |
| 15 | USRT | Ishares Core US Reit ETF | ETF-其他 | 2.13% | — | +4.51% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.10% | — | -6.15% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.49% | — | -1.00% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.27% | — | +14.45% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.22% | — | +13.98% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.06% | — | -2.25% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | — | -5.41% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.88% | — | +0.30% | |
| 23 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.83% | — | +8.26% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.74% | — | +4.64% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.72% | — | -12.20% | |
| 26 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.68% | — | +12.57% | |
| 27 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.60% | — | -3.45% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.60% | — | -59.49% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.50% | — | -26.45% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.44% | — | -5.49% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.42% | — | -3.18% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.39% | — | +32.02% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.38% | — | +10.96% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.31% | — | +5.97% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.31% | — | -34.55% | |
| 36 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.30% | — | +18.01% | |
| 37 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.30% | — | -2.06% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.26% | — | -1.68% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.24% | — | +3.37% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.23% | — | -0.13% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.22% | — | +3.19% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.21% | — | -2.21% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.21% | — | +9.82% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.19% | — | +14.58% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.19% | — | +0.70% | |
| 46 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.19% | — | +11.88% | |
| 47 | ADBE | Adobe INC | 股票-科技 | 0.18% | — | +29.34% | |
| 48 | HD | Home Depot INC | 股票-循環性消費 | 0.18% | — | +19.00% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.18% | — | -4.77% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.17% | — | +1.25% |