CIK: 0001769302
申報總市值
US$8.0億
僅顯示前 200 大持股（共 938 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 | AAPL | Apple INC | 股票-科技 | 10.37% | -0.56% | +1.33% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.16% | +0.04% | +47.77% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.16% | -0.13% | +9.45% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 3.36% | +0.13% | +4.45% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.14% | +0.46% | +68.34% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.03% | — | +81.20% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.74% | — | +106.68% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.56% | — | +1.21% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | -0.31% | +0.76% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.00% | +0.56% | +102.09% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.63% | — | +55.07% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.26% | — | -16.31% | |
| 13 | MBB | Ishares Mbs ETF | ETF-其他 | 1.23% | — | +41.70% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.22% | — | -11.62% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.21% | -0.72% | — | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.19% | — | +60.88% | |
| 17 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.17% | — | +63.20% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.02% | — | -5.64% | |
| 19 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.99% | — | -15.80% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.91% | — | +8.03% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.90% | — | +17.24% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.83% | — | +0.21% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | — | +1.76% | |
| 24 | T | At&t INC | 股票-通訊服務 | 0.82% | — | +2.56% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.71% | — | -9.54% | |
| 26 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.64% | — | +17.85% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 0.61% | — | +16.49% | |
| 28 | VFH | Vanguard Financials ETF | ETF-其他 | 0.59% | — | -10.69% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.58% | — | -11.41% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.57% | — | -10.36% | |
| 31 | CLX | Clorox Company | 股票-非循環性消費 | 0.56% | — | +0.61% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.55% | -0.17% | +91.33% | |
| 33 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.55% | — | +4.15% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.54% | -0.12% | +22.85% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.52% | -0.11% | +4.85% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.51% | — | +0.79% | |
| 37 | ADP | Automatic Data Processing | 股票-科技 | 0.50% | — | -4.89% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.49% | — | +58.47% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.48% | — | +9.38% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | — | +11.55% | |
| 41 | ✓ | 股票-其他 | 0.43% | — | +986.64% | ||
| 42 | SIZE | Ishares Msci USA Size Factor | ETF-其他 | 0.43% | — | — | |
| 43 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.42% | — | -4.98% | |
| 44 | ✓ | Wisdomtree | 股票-其他 | 0.41% | — | -12.64% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.41% | — | +0.12% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.41% | — | +7.35% | |
| 47 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.41% | — | +0.66% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.40% | — | +8.34% | |
| 49 | DIEM | Franklin Emerging Market Cor | ETF-新興市場 | 0.40% | — | -89.38% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.39% | — | -37.00% |