CIK: 0001773830
申報總市值
US$17.2億
僅顯示前 200 大持股（共 241 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 | 24.74% | +1.44% | +2.43% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 7.08% | -0.61% | +3.69% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 4.37% | -0.34% | +3.25% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.30% | +0.11% | +2.24% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.20% | +0.03% | -1.75% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.95% | -0.18% | +2.11% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.88% | +0.05% | +2.05% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.28% | +0.07% | +2.50% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.27% | +0.05% | -6.36% | |
| 10 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 2.09% | +0.04% | +84.85% | |
| 11 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.63% | — | -4.21% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.56% | +0.03% | +1.90% | |
| 13 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.51% | — | -4.26% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.47% | — | +0.14% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.35% | — | -1.59% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.17% | -0.02% | -0.80% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.11% | +0.04% | -0.34% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.09% | -0.05% | +0.76% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.05% | +0.04% | +1.28% | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.90% | — | +1.11% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.89% | +0.13% | -6.57% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.88% | -0.06% | +5.28% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.86% | +0.04% | -0.20% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.85% | +0.04% | +4.31% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.83% | — | +5.16% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.78% | — | +1.16% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.78% | — | +2.79% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.78% | +0.04% | -1.95% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.76% | — | -5.99% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.74% | — | -2.12% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.71% | — | -2.45% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.66% | -0.02% | -0.18% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.60% | -0.11% | +2.08% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.59% | +0.01% | +1.20% | |
| 35 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.55% | — | +4.04% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.51% | — | -1.52% | |
| 37 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.45% | — | +6.08% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.45% | -0.02% | +1.93% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.44% | — | +6.10% | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.42% | — | -8.60% | |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.40% | — | -18.56% | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.38% | — | -3.05% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.36% | — | -4.90% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.35% | +0.04% | -2.70% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.29% | — | -0.48% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.29% | +0.03% | +0.21% | |
| 47 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.28% | +0.02% | +0.13% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.26% | — | +0.73% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.26% | — | -2.53% | |
| 50 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.26% | — | -5.35% |