CIK: 0001801241
申報總市值
US$1.8億
僅顯示前 200 大持股（共 266 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 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 11.16% | — | +4.14% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.90% | — | +2.32% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 8.48% | — | +3.86% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 7.28% | — | -2.30% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-其他 | 6.87% | — | +0.04% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 5.79% | — | +8.29% | |
| 7 | UNP | Union Pacific CORP | 股票-工業 | 5.19% | — | -1.59% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.55% | — | -7.40% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.25% | — | -0.25% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 3.73% | — | -3.38% | |
| 11 | AAPL | Apple INC | 股票-科技 | 3.63% | — | -0.03% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.48% | — | +0.73% | |
| 13 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 3.24% | — | -2.73% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.19% | — | +10.16% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.93% | — | +9.90% | |
| 16 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.55% | — | +0.49% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.20% | — | -6.43% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.19% | — | -3.19% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.19% | — | -14.13% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.01% | — | -6.75% | |
| 21 | BX | Blackstone INC | 股票-金融 | 0.69% | — | +0.26% | |
| 22 | BTU | Peabody Energy Corporation | 股票-能源 | 0.67% | — | +9900.00% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.57% | — | -7.59% | |
| 24 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 0.52% | — | -9.36% | |
| 25 | 1939900D | Brookfield Infrastructure-a | 股票-其他 | 0.51% | — | -0.99% | |
| 26 | WMS | Advanced Drainage Systems In | 股票-工業 | 0.44% | — | — | |
| 27 | AMGN | Amgen INC | 股票-醫療保健 | 0.40% | — | — | |
| 28 | NDSN | Nordson CORP | 股票-工業 | 0.36% | — | — | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.33% | — | +2.44% | |
| 30 | DE | Deere & Co | 股票-工業 | 0.25% | — | — | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.25% | — | +1933.77% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 0.23% | — | — | |
| 33 | AMT | American Tower CORP | 股票-房地產 | 0.21% | — | -1.07% | |
| 34 | ABBV | Abbvie INC | 股票-醫療保健 | 0.21% | — | — | |
| 35 | CAT | Caterpillar INC | 股票-工業 | 0.20% | — | -76.81% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.20% | — | +44.84% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.20% | — | -23.94% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.19% | — | +0.57% | |
| 39 | PECO | Phillips Edison & Company In | 股票-房地產 | 0.19% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.18% | — | +1926.32% | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.17% | — | -32.69% | |
| 42 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.16% | — | -1.60% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.15% | — | -1.30% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.14% | — | — | |
| 45 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.14% | — | +22.43% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.10% | — | -5.41% | |
| 47 | TSLA | Tesla INC | 股票-循環性消費 | 0.10% | — | +200.00% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.10% | — | — | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.09% | — | -0.80% | |
| 50 | MCK | Mckesson CORP | 股票-醫療保健 | 0.09% | — | — |