CIK: 0001773830
申報總市值
US$17.2億
僅顯示前 200 大持股（共 250 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 22.29% | +1.44% | +1.37% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 7.60% | -0.61% | +3.39% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 4.83% | -0.34% | +2.99% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.64% | +0.11% | +0.04% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.54% | +0.03% | +1.13% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.20% | -0.18% | -3.59% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.97% | +0.05% | +0.46% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.77% | +0.05% | +0.61% | |
| 9 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 2.40% | +0.04% | -0.42% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.33% | +0.07% | -1.55% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.78% | +0.03% | +2.94% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.74% | — | -4.73% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.59% | — | -2.78% | |
| 14 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.48% | — | -1.53% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.32% | — | +4.81% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.24% | — | +3.40% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.20% | -0.02% | +1.04% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.18% | +0.04% | +0.92% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.15% | +0.13% | +0.65% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.98% | -0.05% | -4.65% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.94% | +0.04% | -1.54% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.91% | +0.04% | +0.80% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.85% | -0.06% | +5.70% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.76% | — | +4.39% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.70% | — | +9.18% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.66% | — | +3.35% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.65% | — | +0.93% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.63% | -0.02% | +4.97% | |
| 29 | TSLA | Tesla INC | 股票-循環性消費 | 0.63% | — | -1.39% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.60% | +0.01% | +0.87% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.58% | +0.04% | +0.58% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | +1.25% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | — | +0.60% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.53% | — | +0.84% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.47% | — | -3.23% | |
| 36 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.46% | — | +9.18% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.46% | +0.04% | -0.82% | |
| 38 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.45% | — | -2.67% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.43% | +0.04% | +0.95% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.41% | — | +0.55% | |
| 41 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.40% | — | +4.60% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.39% | -0.11% | -0.95% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.39% | +0.03% | +7.41% | |
| 44 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.38% | — | -1.45% | |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.31% | — | -2.89% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.28% | — | +4.45% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.27% | — | -3.59% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.26% | — | +24.42% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.25% | +0.07% | +0.36% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.25% | — | +0.81% |