CIK: 0001784277
申報總市值
US$6.9億
僅顯示前 200 大持股（共 255 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 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 9.47% | -0.46% | +0.10% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.78% | -0.17% | -0.30% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.57% | -0.16% | -0.08% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.89% | -0.22% | -0.35% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.33% | +0.06% | -0.30% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 5.19% | +3.98% | -13.43% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 4.90% | -1.05% | -6.19% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.44% | +0.04% | +6.76% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.93% | — | +0.24% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.74% | +0.03% | -0.38% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.43% | — | +1.61% | |
| 12 | ACVU | Hartford Alpha Cap Val ETF | ETF-其他 | 2.72% | — | +1.34% | |
| 13 | IMCV | Ishares Morningstar Mid-cap | ETF-其他 | 2.48% | -0.14% | +0.15% | |
| 14 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 2.22% | +0.26% | -0.31% | |
| 15 | IMCB | Ishares Morningstar Mid-cap | ETF-其他 | 2.18% | +0.05% | +0.34% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.16% | — | -18.17% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.10% | +0.25% | -0.12% | |
| 18 | ISCV | Ishares Morningstar Small-ca | ETF-其他 | 1.86% | -0.02% | +0.12% | |
| 19 | ISCG | Ishares Morningstar Small-ca | ETF-其他 | 1.26% | +0.09% | -0.27% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.21% | — | +1.20% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 1.15% | — | +2.70% | |
| 22 | XLE | Ss Energy Select Sector | ETF-其他 | 0.68% | -0.14% | -7.21% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.60% | -0.41% | +2.36% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.59% | -0.03% | -4.33% | |
| 25 | ABBV | Abbvie INC | 股票-醫療保健 | 0.49% | -0.03% | +0.61% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.49% | -0.01% | +3.21% | |
| 27 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 0.47% | — | — | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | — | +4.25% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | -0.13% | -1.51% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.40% | — | +4.26% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.40% | -0.09% | +1.15% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.39% | -0.09% | -1.61% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.39% | — | +1.71% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.39% | — | +2.64% | |
| 35 | TXN | Texas Instruments INC | 股票-科技 | 0.39% | — | +5.47% | |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.37% | -0.26% | +331.70% | |
| 37 | CME | Cme Group INC | 股票-金融 | 0.36% | — | +0.05% | |
| 38 | ALL | Allstate CORP | 股票-金融 | 0.35% | — | — | |
| 39 | PAYX | Paychex INC | 股票-科技 | 0.34% | — | — | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.33% | — | -0.83% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.33% | — | +926.42% | |
| 42 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.33% | — | +1.57% | |
| 43 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.32% | — | +1.23% | |
| 44 | WM | Waste Management INC | 股票-工業 | 0.31% | — | — | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.31% | -0.11% | -1.74% | |
| 46 | FAST | Fastenal Co | 股票-工業 | 0.31% | — | -3.04% | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.31% | +0.34% | — | |
| 48 | WEC | Wec Energy Group INC | 股票-公用事業 | 0.30% | — | — | |
| 49 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.28% | — | — | |
| 50 | LMT | Lockheed Martin CORP | 股票-工業 | 0.28% | — | — |