CIK: 0001793691
申報總市值
US$12.0億
僅顯示前 200 大持股（共 262 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 | 11.99% | -0.09% | -0.31% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 8.89% | -0.73% | +1.02% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.64% | -0.22% | -0.97% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.42% | -0.08% | -0.04% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.27% | -0.63% | +10.51% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.62% | +0.02% | +14.79% | |
| 7 | AAUS | Alpha Architect US Eqy ETF | ETF-其他 | 3.35% | -0.13% | -0.31% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.74% | — | -0.29% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.63% | +0.91% | -2.88% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.34% | -0.16% | -1.31% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.05% | +0.29% | +0.49% | |
| 12 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.73% | -0.15% | +1.72% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.68% | -0.47% | +17.77% | |
| 14 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 1.31% | +0.01% | +0.17% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.18% | -0.05% | +0.94% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.13% | -0.01% | +1.34% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.11% | +0.62% | +97.85% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.10% | +0.15% | +0.24% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.07% | +0.08% | +0.40% | |
| 20 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.04% | — | +1.23% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.95% | -0.01% | -0.36% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.92% | +0.18% | -0.98% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.92% | +0.16% | +0.95% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | +0.02% | -0.81% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.87% | -0.04% | +0.02% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.85% | — | +12.18% | |
| 27 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.84% | — | -0.09% | |
| 28 | LPTH | Lightpath Technologies Inc-a | 股票-其他 | 0.84% | +0.27% | -3.77% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.81% | -0.05% | +7.39% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.79% | +0.13% | -5.08% | |
| 31 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.78% | +0.05% | -0.76% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.73% | +0.28% | -3.75% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | — | +0.08% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.66% | — | +3.22% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.65% | — | +14.29% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.61% | — | +0.17% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | -1.53% | |
| 38 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.55% | +0.15% | +7.66% | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.49% | +0.03% | -2.81% | |
| 40 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.48% | — | +34.90% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.47% | — | -3.49% | |
| 42 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.47% | — | — | |
| 43 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.47% | -0.39% | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | -11.38% | |
| 45 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.43% | +0.39% | +0.16% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | -0.20% | +0.82% | |
| 47 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.42% | — | +5.40% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.38% | — | +0.31% | |
| 49 | XLF | Ss Financial Select Sector | ETF-其他 | 0.36% | +0.27% | +0.20% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.35% | +0.05% | +2.20% |