CIK: 0001914558
申報總市值
US$29.6億
僅顯示前 200 大持股（共 523 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 12.63% | +0.63% | +9.84% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 7.51% | -0.41% | +2.62% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 7.37% | +0.70% | +4.25% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.69% | -0.40% | +4.87% | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 3.73% | +0.15% | +6.13% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-其他 | 3.55% | +0.11% | +1.90% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.52% | -0.55% | +6.53% | |
| 8 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 2.15% | -0.31% | +1.76% | |
| 9 | REET | Ishares Global Reit ETF | ETF-其他 | 2.02% | +0.09% | +95.01% | |
| 10 | TILT | Flexshares Morningstar US Ma | ETF-其他 | 1.91% | — | -1.64% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.46% | — | +5.73% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.43% | — | +2.45% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.13% | — | -21.88% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.01% | -0.27% | +24.66% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.91% | -0.05% | -2.40% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.87% | +0.04% | +4.02% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.86% | — | -0.25% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | -0.16% | +1.31% | |
| 19 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.82% | — | -20.14% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.79% | — | -13.10% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 0.79% | — | +2.72% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.78% | — | +1.98% | |
| 23 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.77% | — | -1.89% | |
| 24 | TLTD | Flexshares Morningstar Devel | ETF-其他 | 0.76% | — | -0.63% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.62% | — | +0.61% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.61% | -0.11% | -1.44% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | — | -1.31% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.58% | — | +6.18% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.51% | — | -1.10% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.50% | — | -2.63% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.49% | — | -3.26% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.44% | — | +56.12% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.44% | — | +0.17% | |
| 34 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.43% | — | -1.09% | |
| 35 | ADSK | Autodesk INC | 股票-科技 | 0.41% | — | -0.33% | |
| 36 | BND | Vanguard Total Bond Market | ETF-其他 | 0.41% | -0.08% | +1.68% | |
| 37 | SUB | Ishares Short-term National | ETF-其他 | 0.40% | +0.04% | -3.92% | |
| 38 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.37% | — | +1.96% | |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.37% | — | -2.78% | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.34% | -0.11% | +0.38% | |
| 41 | ✓ | 股票-其他 | 0.34% | — | +0.35% | ||
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.33% | — | +2.35% | |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.31% | — | -1.79% | |
| 44 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.30% | — | +4.10% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.29% | +0.10% | +0.71% | |
| 46 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.28% | — | -4.38% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.28% | — | -22.07% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.28% | — | -2.60% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.27% | — | -1.06% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.27% | +0.04% | +11.83% |