CIK: 0001793691
申報總市值
US$12.0億
僅顯示前 200 大持股（共 254 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 | 13.16% | -0.09% | +3.20% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 10.45% | -0.73% | -0.76% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.52% | -0.22% | +3.20% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 5.53% | -0.08% | +0.69% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.25% | — | +70.90% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.95% | +0.02% | -1.40% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.94% | +0.91% | +9.86% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.22% | -0.16% | +97.01% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.12% | +0.29% | +0.18% | |
| 10 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 1.65% | +0.01% | +3.05% | |
| 11 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.49% | -0.15% | +23.32% | |
| 12 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.41% | — | -1.71% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.30% | -0.05% | -0.41% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.29% | -0.01% | +2.82% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.24% | +0.62% | +0.00% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | +0.08% | +5.12% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.09% | -0.47% | +121.09% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.08% | -0.01% | +1.80% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.08% | +0.13% | -7.68% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.03% | +0.28% | -1.82% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.01% | +0.15% | +7.31% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.95% | +0.05% | +5.97% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.93% | -0.04% | — | |
| 24 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.93% | — | +2.74% | |
| 25 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.87% | — | -9.94% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.76% | — | +1680.97% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.76% | -0.05% | +0.95% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | +0.02% | +15.66% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | +0.16% | +12.75% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.71% | +0.18% | +113.37% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | — | +92.32% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | — | +49.89% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.58% | — | -0.71% | |
| 34 | ABBV | Abbvie INC | 股票-醫療保健 | 0.58% | — | +136.45% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.57% | — | -0.26% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.54% | +0.39% | — | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | — | +10.88% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.51% | — | +121.69% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.20% | +41.87% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | +0.91% | |
| 41 | LPTH | Lightpath Technologies Inc-a | 股票-其他 | 0.47% | +0.27% | -10.74% | |
| 42 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.46% | — | +0.40% | |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.46% | — | -8.30% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.44% | — | +76.90% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.42% | — | — | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.41% | +0.03% | +13.59% | |
| 47 | TTEK | Tetra Tech INC | 股票-工業 | 0.41% | — | +367.45% | |
| 48 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.38% | — | -17.54% | |
| 49 | FSLY | Fastly INC - Class A | 股票-科技 | 0.37% | -0.37% | — | |
| 50 | HD | Home Depot INC | 股票-循環性消費 | 0.36% | — | +80.30% |