CIK: 0001793691
申報總市值
US$12.0億
僅顯示前 200 大持股（共 232 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 | VTV | Vanguard Value ETF | ETF-其他 | 12.92% | -0.73% | +7.72% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 12.76% | -0.09% | +6.38% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 6.89% | -0.08% | -3.16% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.49% | -0.22% | +2.82% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.95% | +0.02% | +27.27% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.96% | +0.91% | +0.73% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | — | +5.52% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.03% | +0.29% | +2.63% | |
| 9 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.89% | — | -5.65% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.89% | +0.13% | +2.79% | |
| 11 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 1.67% | +0.01% | +2.59% | |
| 12 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.63% | -0.15% | -1.92% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.58% | +0.28% | -4.85% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.28% | -0.05% | +43.83% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.28% | -0.01% | -1.50% | |
| 16 | ✓ | Eagle Bulk Shipping INC | 股票-其他 | 1.25% | — | — | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.19% | -0.01% | +0.77% | |
| 18 | ARKW | Ark Next Generation Internet | ETF-其他 | 1.07% | — | +19.79% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.98% | +0.15% | +13.96% | |
| 20 | FSLY | Fastly INC - Class A | 股票-科技 | 0.97% | -0.37% | — | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.92% | -0.05% | +19.33% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.81% | +0.05% | +5.15% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | — | +181.03% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.74% | — | +11.16% | |
| 25 | ARKK | Ark Innovation ETF | ETF-其他 | 0.72% | — | -31.56% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.68% | — | +212.42% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.66% | — | -7.14% | |
| 28 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.64% | — | +6.31% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.61% | +0.16% | +0.76% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | +0.02% | +18.06% | |
| 31 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.60% | — | -5.42% | |
| 32 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.54% | — | +13.28% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | -0.16% | +2.30% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | -24.22% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | — | +7.30% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.49% | — | -7.05% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.45% | +0.08% | +13.36% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | -0.20% | +30.51% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | — | +61.10% | |
| 40 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.44% | +0.62% | — | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.43% | — | +1.91% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.37% | — | -40.59% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.32% | — | +41.57% | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.32% | — | — | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.32% | — | +8.69% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.32% | — | +0.37% | |
| 47 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.30% | — | -28.42% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.30% | — | -79.11% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.30% | +0.18% | +8.45% | |
| 50 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.30% | — | +0.24% |