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 | 13.25% | — | -0.03% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.62% | — | +5.33% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 6.75% | — | -17.58% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 6.28% | — | +3.81% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.96% | — | +8.02% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.74% | — | -0.58% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.51% | — | -0.39% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.95% | — | +3.19% | |
| 9 | IAU | Ishares Gold Trust | ETF-避險與商品 | 3.52% | — | -1.45% | |
| 10 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 3.04% | — | -10.51% | |
| 11 | USRT | Ishares Core US Reit ETF | ETF-其他 | 2.93% | — | -0.82% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.43% | — | -0.31% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 2.41% | — | +12.21% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.07% | — | +6.25% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.72% | — | -23.60% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.63% | — | +1.64% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.42% | — | +1.45% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.37% | — | +5.38% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.33% | — | +14.90% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.32% | — | -0.39% | |
| 21 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 1.11% | — | +102.73% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.98% | — | -3.35% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.93% | — | +3.68% | |
| 24 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.85% | — | -8.08% | |
| 25 | U | Unity Software INC | 股票-科技 | 0.83% | — | +358.59% | |
| 26 | TSLA | Tesla INC | 股票-循環性消費 | 0.64% | — | +4.47% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.55% | — | -0.40% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | +1.17% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.44% | — | -2.08% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.42% | — | +6.08% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.41% | — | — | |
| 32 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.40% | — | — | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.38% | — | +1.08% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.36% | — | -0.92% | |
| 35 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.36% | — | +1.23% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.35% | — | +0.84% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.30% | — | +5.57% | |
| 38 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.29% | — | +12.14% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.28% | — | -2.25% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.26% | — | +0.97% | |
| 41 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.24% | — | +6.12% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.21% | — | -7.09% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | — | -6.33% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.20% | — | -4.02% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.20% | — | +4.98% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.18% | — | -2.08% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.17% | — | +3.79% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.16% | — | +82.61% | |
| 49 | HD | Home Depot INC | 股票-循環性消費 | 0.16% | — | +7.29% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.16% | — | +11.41% |