CIK: 0001909750
申報總市值
US$4.3億
僅顯示前 200 大持股（共 302 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 32.73% | -0.14% | +16.59% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 11.30% | +0.03% | +26.30% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.55% | — | +66.72% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 6.29% | -0.41% | +32.74% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.82% | +1.21% | +14.02% | |
| 6 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 3.23% | — | +7.15% | |
| 7 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 2.75% | — | -12.49% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.38% | — | +10.84% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.09% | -2.13% | EXIT | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.67% | — | -8.91% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.52% | — | -1.10% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.34% | +0.06% | +0.68% | |
| 13 | APAM | Artisan Partners Asset Ma -a | 股票-金融 | 1.10% | -0.05% | +22.31% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.05% | +1.69% | +11.10% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.04% | — | -6.28% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.99% | — | +17.97% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.98% | -0.18% | — | |
| 18 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.80% | — | — | |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.78% | — | +1.20% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.78% | +0.12% | +0.42% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.65% | — | — | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | -0.04% | — | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.42% | — | — | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.42% | — | — | |
| 25 | ONB | Old National Bancorp | 股票-金融 | 0.37% | — | — | |
| 26 | JPC | Nuveen Prefered & Income Opp | 股票-其他 | 0.34% | — | — | |
| 27 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.30% | — | — | |
| 28 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.30% | — | +1.62% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.26% | — | — | |
| 30 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 0.26% | — | — | |
| 31 | DHR | Danaher CORP | 股票-醫療保健 | 0.24% | — | — | |
| 32 | MTG | Mgic Investment CORP | 股票-金融 | 0.23% | — | — | |
| 33 | PRU | Prudential Financial INC | 股票-金融 | 0.23% | — | — | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.22% | — | — | |
| 35 | TSLA | Tesla INC | 股票-循環性消費 | 0.21% | — | — | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.21% | — | +0.59% | |
| 37 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.21% | — | +0.15% | |
| 38 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型股與成長 | 0.20% | — | +0.40% | |
| 39 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.20% | — | — | |
| 40 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.20% | +0.05% | +1900.00% | |
| 41 | IDV | Ishares International Select | ETF-其他 | 0.20% | -0.08% | — | |
| 42 | CAT | Caterpillar INC | 股票-工業 | 0.20% | +0.07% | +0.39% | |
| 43 | MSI | Motorola Solutions INC | 股票-科技 | 0.19% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.18% | — | — | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.18% | — | +0.23% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.18% | — | +0.48% | |
| 47 | CODI | Compass Diversified Holdings | 股票-其他 | 0.17% | — | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.17% | — | +0.14% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.16% | — | +0.32% | |
| 50 | KKR | Kkr & Co INC | 股票-金融 | 0.16% | — | — |