CIK: 0001801241
申報總市值
US$1.8億
僅顯示前 200 大持股（共 297 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.79% | — | +145.02% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 10.02% | — | +10.22% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 7.74% | — | +27.00% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 7.53% | — | +4.98% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-其他 | 6.32% | — | +12213.74% | |
| 6 | UNP | Union Pacific CORP | 股票-工業 | 6.14% | — | +0.05% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 5.49% | — | +1701.96% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.08% | — | -37.76% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.52% | — | +1.65% | |
| 10 | AAPL | Apple INC | 股票-科技 | 3.80% | — | -0.33% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 3.44% | — | — | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.37% | — | +49.53% | |
| 13 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 3.37% | — | +1.20% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.87% | — | +33.90% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.65% | — | — | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.60% | — | +53.14% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.47% | — | +48.59% | |
| 18 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.43% | — | +31222.22% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.37% | — | -15.52% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.03% | — | +1936.33% | |
| 21 | CAT | Caterpillar INC | 股票-工業 | 0.99% | — | — | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.73% | — | -30.30% | |
| 23 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 0.57% | — | +7.24% | |
| 24 | 1939900D | Brookfield Infrastructure-a | 股票-其他 | 0.53% | — | +5.78% | |
| 25 | AMGN | Amgen INC | 股票-醫療保健 | 0.36% | — | — | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.35% | — | +21.22% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.32% | — | -91.94% | |
| 28 | NDSN | Nordson CORP | 股票-工業 | 0.32% | — | — | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.30% | — | -81.13% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.28% | — | +0.67% | |
| 31 | DE | Deere & Co | 股票-工業 | 0.26% | — | — | |
| 32 | AMT | American Tower CORP | 股票-房地產 | 0.25% | — | — | |
| 33 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.23% | — | +28.28% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.22% | — | +12.87% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.21% | — | +5.85% | |
| 36 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.19% | — | — | |
| 37 | ADP | Automatic Data Processing | 股票-科技 | 0.19% | — | — | |
| 38 | PECO | Phillips Edison & Company In | 股票-房地產 | 0.19% | — | — | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.17% | — | — | |
| 40 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.16% | — | +96.02% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.15% | — | — | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.15% | — | — | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.15% | — | -20.11% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.14% | — | +11.04% | |
| 45 | ABBV | Abbvie INC | 股票-醫療保健 | 0.11% | — | +6.52% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.11% | — | +2.75% | |
| 47 | RTX | Rtx CORP | 股票-工業 | 0.10% | — | — | |
| 48 | SCHK | Schwab 1000 Index ETF | ETF-大型股與成長 | 0.10% | — | -31.85% | |
| 49 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.10% | — | +2.38% | |
| 50 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.09% | — | +117.93% |