CIK: 0001726673
申報總市值
US$10.3億
僅顯示前 200 大持股（共 437 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 | 15.00% | — | +1.61% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 11.41% | — | +1.68% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 6.67% | — | +3.30% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 6.34% | — | +2.03% | |
| 5 | AVDE | Avantis International Equity | ETF-其他 | 5.84% | — | +6.07% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.63% | — | +3.40% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.50% | — | +1.85% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.22% | — | +2.15% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.16% | — | +3.02% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 2.89% | — | +4.25% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.88% | — | +3.08% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.38% | — | +4.25% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.07% | — | -1.12% | |
| 14 | MMM | 3m Co | 股票-工業 | 2.06% | — | -2.42% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.99% | — | +3.30% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.84% | — | +14.53% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.40% | — | -1.67% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.26% | — | +3.00% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.23% | — | -2.54% | |
| 20 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.92% | — | -6.04% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.89% | — | +8.94% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.83% | — | -3.42% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.81% | — | +14.08% | |
| 24 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.79% | — | +13.14% | |
| 25 | HTLFEUR | Heartland Financial USA INC | 股票-其他 | 0.76% | — | — | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.72% | — | -5.41% | |
| 27 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.72% | — | -0.69% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.66% | — | -0.43% | |
| 29 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.63% | — | -1.25% | |
| 30 | SUB | Ishares Short-term National | ETF-其他 | 0.62% | — | +122.66% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.53% | — | +4.12% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.51% | — | -1.23% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.45% | — | -1.50% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.45% | — | -0.52% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.44% | — | +14.51% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.43% | — | -0.64% | |
| 37 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.43% | — | -0.29% | |
| 38 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.41% | — | -1.69% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.29% | — | +33.03% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.27% | — | +10.92% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.26% | — | +31.47% | |
| 42 | DTH | Wisdomtree International Hig | ETF-其他 | 0.25% | — | -6.67% | |
| 43 | NFLX | Netflix INC | 股票-通訊服務 | 0.20% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.17% | — | +6.73% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.17% | — | +7.28% | |
| 46 | AVMU | Avantis Core Municipal Fixed | ETF-其他 | 0.15% | — | +682.03% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.14% | — | — | |
| 48 | ECL | Ecolab INC | 股票-原物料 | 0.13% | — | -6.48% | |
| 49 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.12% | — | +34.40% | |
| 50 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.12% | — | +4698.14% |