CIK: 0001793691
申報總市值
US$12.0億
僅顯示前 200 大持股（共 246 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 | VUG | Vanguard Growth ETF | ETF-其他 | 13.50% | -0.09% | +3.20% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 12.29% | -0.73% | +0.21% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.68% | -0.22% | +1.07% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 6.38% | -0.08% | -0.36% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.74% | +0.02% | +3.80% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.81% | +0.91% | +0.22% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.35% | +0.29% | +1.93% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | — | +1.56% | |
| 9 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 1.71% | +0.01% | +0.16% | |
| 10 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.67% | — | +0.07% | |
| 11 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.50% | -0.15% | +1.17% | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.45% | -0.05% | +3.70% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.39% | -0.01% | -0.05% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.36% | +0.62% | +227.61% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.34% | +0.13% | -8.91% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.26% | +0.08% | +241.74% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | -0.16% | +3.53% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.14% | +0.28% | -5.63% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.13% | -0.01% | -1.76% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.04% | +0.15% | -0.62% | |
| 21 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.99% | — | +22.11% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.95% | -0.05% | -2.12% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.86% | +0.05% | +1.33% | |
| 24 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.86% | — | -2.05% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.73% | — | +3.17% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.67% | — | -2.32% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | +0.02% | -1.38% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.63% | +0.39% | +731.13% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.62% | +0.16% | -3.06% | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.62% | — | -30.70% | |
| 31 | SBLK | Star Bulk Carriers Corp. | 股票-其他 | 0.58% | — | — | |
| 32 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.56% | -0.47% | +183.36% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | +3.12% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | — | +3.60% | |
| 35 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.52% | — | — | |
| 36 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.52% | — | -5.62% | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.46% | — | -5.43% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | — | +1.23% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | -0.20% | +1.39% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.42% | — | +640.31% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | — | -2.37% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.37% | +0.05% | +2.57% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.36% | — | -4.39% | |
| 44 | FSLY | Fastly INC - Class A | 股票-科技 | 0.34% | -0.37% | +2.04% | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.34% | — | +8.68% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.33% | +0.18% | -3.16% | |
| 47 | PEP | Pepsico INC | 股票-非循環性消費 | 0.31% | — | -11.91% | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.31% | +0.03% | +1039.28% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.31% | — | +2.18% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.30% | — | +0.14% |