CIK: 0001769302
申報總市值
US$8.0億
僅顯示前 200 大持股（共 1073 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 | 11.79% | -0.56% | -5.09% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.92% | +0.04% | +4.67% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 5.74% | — | +17.10% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.52% | +0.21% | +0.33% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.48% | -0.13% | +5.19% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.32% | +0.46% | +15.70% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.74% | -0.31% | +48.36% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.43% | — | -22.22% | |
| 9 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 2.41% | — | -1.97% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.19% | — | — | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.14% | — | +10.59% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.08% | +0.28% | — | |
| 13 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 2.06% | — | +15.28% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.77% | — | +8.24% | |
| 15 | TSLA | Tesla INC | 股票-循環性消費 | 1.71% | -0.21% | -2.03% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.65% | — | -14.29% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.39% | +0.13% | +2.42% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.20% | — | -41.87% | |
| 19 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.19% | — | -19.18% | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.05% | +0.18% | +3204.68% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.00% | — | +5.16% | |
| 22 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.97% | — | -19.26% | |
| 23 | MBB | Ishares Mbs ETF | ETF-其他 | 0.96% | — | +1436.67% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.86% | — | -0.04% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.68% | -0.12% | +14.05% | |
| 26 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.65% | — | +1.37% | |
| 27 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.63% | — | +57.86% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.60% | — | -33.17% | |
| 29 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.59% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | +9.52% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | -0.11% | +3.51% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.45% | — | -0.94% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.45% | — | -14.40% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | — | +2.86% | |
| 35 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.44% | — | — | |
| 36 | CLX | Clorox Company | 股票-非循環性消費 | 0.42% | — | -3.02% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.42% | — | +12.41% | |
| 38 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 0.39% | — | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.39% | — | +6.33% | |
| 40 | MSCI | Msci INC | 股票-金融 | 0.39% | — | +0.42% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | — | -1.99% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.37% | — | +4.71% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.36% | — | -77.84% | |
| 44 | ABBV | Abbvie INC | 股票-醫療保健 | 0.36% | — | +30.45% | |
| 45 | VFH | Vanguard Financials ETF | ETF-其他 | 0.35% | — | -0.55% | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.35% | — | +0.83% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.35% | — | -11.38% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.31% | — | -3.52% | |
| 49 | INTU | Intuit INC | 股票-科技 | 0.31% | — | +240.20% | |
| 50 | T | At&t INC | 股票-通訊服務 | 0.31% | — | -4.43% |