CIK: 0001793691
申報總市值
US$12.0億
僅顯示前 200 大持股（共 276 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 | 10.83% | -0.09% | +1.32% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 9.15% | -0.73% | +0.63% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.00% | -0.22% | -1.10% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.66% | -0.63% | +9.33% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.44% | -0.08% | -0.66% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.91% | +0.02% | +5.63% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.35% | -0.47% | +99.01% | |
| 8 | AAUS | Alpha Architect US Eqy ETF | ETF-其他 | 2.35% | -0.13% | -25.77% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.07% | +0.91% | -15.17% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.06% | -0.16% | -5.30% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.95% | +0.29% | -0.13% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | — | -6.93% | |
| 13 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.79% | -0.15% | +2.71% | |
| 14 | AVTM | Avantis Total Equity ETF | ETF-其他 | 1.75% | -0.07% | — | |
| 15 | AAUA | Alpha Architect US Equ 3 ETF | ETF-其他 | 1.67% | -0.06% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.29% | -0.01% | +20.20% | |
| 17 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 1.19% | +0.01% | -0.32% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.12% | -0.05% | +0.26% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.05% | +0.08% | +5.28% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.05% | +0.15% | +0.47% | |
| 21 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.03% | — | -0.32% | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.97% | +0.62% | -4.54% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.85% | -0.05% | +4.03% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | — | +9.17% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.83% | -0.01% | -3.35% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.83% | +0.16% | -1.55% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.83% | -0.04% | +0.02% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.81% | +0.13% | +0.49% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.79% | +0.18% | -5.58% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.78% | — | -0.45% | |
| 31 | LPTH | Lightpath Technologies Inc-a | 股票-其他 | 0.77% | +0.27% | — | |
| 32 | FSLY | Fastly INC - Class A | 股票-科技 | 0.76% | -0.37% | -5.11% | |
| 33 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.76% | +0.15% | +53.23% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.74% | +0.28% | +2.21% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | +0.02% | -14.02% | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.70% | +0.05% | -0.57% | |
| 37 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.67% | — | -1.00% | |
| 38 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.66% | — | +0.44% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.66% | — | -0.28% | |
| 40 | ABBV | Abbvie INC | 股票-醫療保健 | 0.61% | — | -1.18% | |
| 41 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.59% | — | +14.38% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.20% | -5.14% | |
| 43 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.54% | -0.39% | +16.35% | |
| 44 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.50% | — | -0.19% | |
| 45 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.46% | — | +7.12% | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.45% | +0.03% | +2.80% | |
| 47 | NYM | AB New York Inter Muni ETF | ETF-其他 | 0.41% | — | +25.84% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.40% | — | -1.73% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | — | -18.51% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | -10.37% |