CIK: 0001817174
申報總市值
US$3.3億
僅顯示前 200 大持股（共 203 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 | 15.74% | -4.34% | +1.48% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.57% | -2.20% | +4.99% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 7.86% | — | +6.16% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.04% | -1.07% | -4.54% | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 2.86% | -1.11% | -4.99% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.45% | — | -5.22% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.98% | +0.50% | +0.38% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.89% | -0.07% | +7.45% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.59% | — | — | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.51% | -0.57% | -6.00% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.32% | — | +0.47% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.19% | — | +23.66% | |
| 13 | PLD | Prologis INC | 股票-房地產 | 0.99% | — | -0.70% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.97% | -0.03% | -0.59% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | +0.26% | +29.04% | |
| 16 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.83% | +0.27% | -1.14% | |
| 17 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.81% | — | -1.32% | |
| 18 | MS | Morgan Stanley | 股票-金融 | 0.80% | +0.15% | -1.50% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.73% | +0.33% | +1.31% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 0.69% | +0.19% | -0.83% | |
| 21 | BLKCHF | Blackrock INC | 股票-其他 | 0.68% | — | -1.18% | |
| 22 | PM | Philip Morris International | 股票-非循環性消費 | 0.67% | +0.23% | -1.47% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.63% | +0.15% | -1.96% | |
| 24 | NEE | Nextera Energy INC | 股票-公用事業 | 0.63% | — | -1.44% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.62% | +0.27% | -0.72% | |
| 26 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.62% | — | — | |
| 27 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.60% | — | -1.33% | |
| 28 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.59% | — | -1.84% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.59% | +1.09% | -23.99% | |
| 30 | HON | Honeywell International INC | 股票-工業 | 0.59% | — | -1.69% | |
| 31 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.57% | — | -1.09% | |
| 32 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.57% | — | -1.04% | |
| 33 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.55% | — | +2.09% | |
| 34 | C | Citigroup INC | 股票-金融 | 0.55% | — | +0.42% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.52% | +0.29% | +0.14% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.51% | — | -2.09% | |
| 37 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.51% | — | -1.14% | |
| 38 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.50% | -0.27% | -7.25% | |
| 39 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.49% | — | — | |
| 40 | AMP | Ameriprise Financial INC | 股票-金融 | 0.48% | — | -28.51% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.48% | — | +2.95% | |
| 42 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.47% | — | -21.10% | |
| 43 | EA | Electronic Arts INC | 股票-通訊服務 | 0.47% | — | -0.77% | |
| 44 | EQIX | Equinix INC | 股票-房地產 | 0.46% | — | — | |
| 45 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.46% | — | -0.48% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | +0.19% | -2.02% | |
| 47 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.44% | — | -1.96% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.44% | — | +0.07% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | — | -0.18% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.42% | — | +1.06% |