CIK: 0001817174
申報總市值
US$3.3億
僅顯示前 200 大持股（共 210 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 | 18.31% | -4.34% | -0.33% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 9.42% | -2.20% | +0.46% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 5.86% | — | +2.12% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.36% | -1.07% | -3.36% | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 2.82% | -1.11% | — | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.39% | — | -4.69% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.71% | — | -1.27% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.70% | -0.57% | -1.02% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | -0.07% | -0.79% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.36% | — | -4.39% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.32% | +0.50% | -0.95% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.08% | — | -0.35% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.02% | -0.03% | -2.06% | |
| 14 | MS | Morgan Stanley | 股票-金融 | 0.92% | +0.15% | -1.26% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.84% | +1.09% | — | |
| 16 | C | Citigroup INC | 股票-金融 | 0.78% | — | -1.37% | |
| 17 | BLKCHF | Blackrock INC | 股票-其他 | 0.78% | — | -0.93% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.76% | — | -0.33% | |
| 19 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.76% | +0.27% | +57.41% | |
| 20 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.75% | — | -1.60% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.74% | +0.19% | +0.00% | |
| 22 | PLD | Prologis INC | 股票-房地產 | 0.74% | — | -1.94% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.71% | +0.33% | -1.04% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.68% | +0.27% | -0.74% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.67% | — | -0.53% | |
| 26 | HON | Honeywell International INC | 股票-工業 | 0.67% | — | -0.92% | |
| 27 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.65% | — | +16.32% | |
| 28 | NEE | Nextera Energy INC | 股票-公用事業 | 0.64% | — | -0.49% | |
| 29 | AMP | Ameriprise Financial INC | 股票-金融 | 0.63% | — | -0.67% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.63% | +0.19% | -0.29% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.62% | — | -18.57% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | -0.22% | |
| 33 | PM | Philip Morris International | 股票-非循環性消費 | 0.59% | +0.23% | -0.46% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.58% | +0.29% | -0.69% | |
| 35 | DHR | Danaher CORP | 股票-醫療保健 | 0.57% | — | +0.35% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.56% | — | +0.86% | |
| 37 | SYF | Synchrony Financial | 股票-金融 | 0.54% | — | -0.43% | |
| 38 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.54% | — | +22.13% | |
| 39 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.52% | — | -1.46% | |
| 40 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.52% | — | -0.34% | |
| 41 | LHX | L3harris Technologies INC | 股票-工業 | 0.50% | +0.20% | -0.72% | |
| 42 | RTX | Rtx CORP | 股票-工業 | 0.49% | — | -0.63% | |
| 43 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.49% | — | +4.97% | |
| 44 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.47% | — | -3.58% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | +0.26% | +0.09% | |
| 46 | TGT | Target CORP | 股票-循環性消費 | 0.45% | — | -0.50% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.45% | — | +0.51% | |
| 48 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.45% | — | -0.73% | |
| 49 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.43% | — | — | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.15% | -0.43% |