CIK: 0001726673
申報總市值
US$10.3億
僅顯示前 200 大持股（共 387 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 | 14.55% | — | +0.64% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 11.07% | — | +1.49% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 7.02% | — | +2.88% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 6.75% | — | +4.31% | |
| 5 | AVDE | Avantis International Equity | ETF-其他 | 5.81% | — | +3.22% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.96% | — | +3.68% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.81% | — | +2.69% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.27% | — | +2.85% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.12% | — | +2.09% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.99% | — | +2.37% | |
| 11 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 2.98% | — | +3.53% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.42% | — | +2.92% | |
| 13 | MMM | 3m Co | 股票-工業 | 2.23% | — | -0.38% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.08% | — | +1.74% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.06% | — | -1.22% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.76% | — | +10.23% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.40% | — | -1.91% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.33% | — | -0.86% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.28% | — | -1.68% | |
| 20 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.06% | — | -0.27% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.85% | — | -1.42% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.84% | — | -0.90% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.77% | — | -1.54% | |
| 24 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.75% | — | -1.40% | |
| 25 | HTLFEUR | Heartland Financial USA INC | 股票-其他 | 0.73% | — | — | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.72% | — | -0.74% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.70% | — | -1.00% | |
| 28 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.69% | — | -0.85% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.69% | — | -1.06% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.54% | — | -0.77% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.50% | — | -0.06% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.49% | — | -0.42% | |
| 33 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.48% | — | -0.70% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.47% | — | -1.72% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.45% | — | -2.14% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.42% | — | -0.22% | |
| 37 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.42% | — | -2.11% | |
| 38 | SUB | Ishares Short-term National | ETF-其他 | 0.30% | — | -10.57% | |
| 39 | DTH | Wisdomtree International Hig | ETF-其他 | 0.28% | — | — | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.26% | — | +6.26% | |
| 41 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.24% | — | -9.13% | |
| 42 | NFLX | Netflix INC | 股票-通訊服務 | 0.22% | — | — | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.21% | — | -0.79% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.16% | — | -1.23% | |
| 45 | MDT | Medtronic plc | 股票-醫療保健 | 0.14% | — | +1.11% | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.14% | — | +8.06% | |
| 47 | ECL | Ecolab INC | 股票-原物料 | 0.14% | — | +3.05% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.13% | — | -1.45% | |
| 49 | XEL | Xcel Energy INC | 股票-公用事業 | 0.10% | — | +4.79% | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.10% | — | -0.04% |