CIK: 0001773830
申報總市值
US$17.2億
僅顯示前 200 大持股（共 237 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 | 30.27% | +1.44% | +0.39% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 7.97% | -0.61% | +3.28% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.76% | +0.11% | +2.07% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 4.32% | -0.34% | +4.39% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.87% | +0.03% | +0.01% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.00% | +0.05% | -0.01% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.60% | -0.18% | -0.56% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 2.10% | +0.29% | +6.45% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.83% | +0.05% | -5.66% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.72% | +0.07% | -1.10% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.50% | +0.03% | +1.64% | |
| 12 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.33% | — | +0.41% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.28% | — | -2.15% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.25% | — | +5.85% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.20% | — | -0.59% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.15% | -0.05% | -0.20% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.98% | -0.02% | -0.61% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.89% | +0.04% | -0.18% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.88% | — | +3.50% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.83% | — | -0.37% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.78% | -0.06% | +5.80% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.78% | — | -0.70% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.76% | — | +2.87% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.68% | +0.04% | +1.99% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.67% | +0.13% | -2.26% | |
| 26 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.65% | — | +1.72% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.64% | -0.02% | +0.28% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.62% | +0.04% | -2.45% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.62% | +0.04% | -0.29% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.60% | +0.01% | -1.87% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.60% | -0.02% | -0.99% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.56% | — | +1.90% | |
| 33 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.55% | +0.04% | -12.66% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.51% | — | +0.82% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.45% | -0.11% | +0.19% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.42% | +0.04% | -0.38% | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.41% | — | +4.10% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.40% | — | +5.91% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.39% | — | -4.26% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.38% | — | -3.04% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.36% | — | -33.59% | |
| 42 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.33% | +0.02% | +0.14% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.32% | +0.03% | -42.24% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.30% | — | -4.73% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.30% | — | -3.49% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.29% | +0.07% | — | |
| 47 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.27% | — | -1.60% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.27% | — | +0.40% | |
| 49 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.24% | -0.09% | — | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.23% | — | — |