CIK: 0001914558
申報總市值
US$29.6億
僅顯示前 200 大持股（共 598 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 | 14.30% | +0.63% | +7.86% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 9.06% | +0.70% | +8.67% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 7.89% | -0.41% | +7.49% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.74% | -0.40% | +2.28% | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 4.27% | +0.15% | +5.28% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 4.22% | -0.55% | +3.12% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-其他 | 4.21% | +0.11% | +2.63% | |
| 8 | REET | Ishares Global Reit ETF | ETF-其他 | 2.76% | +0.09% | +12.01% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 2.75% | -0.31% | +7.84% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.78% | — | +2.13% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.20% | — | -4.34% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -0.16% | +1.06% | |
| 13 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 1.07% | +0.04% | +15.56% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.07% | — | -0.06% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.95% | +0.04% | +8.89% | |
| 16 | TILT | Flexshares Morningstar US Ma | ETF-其他 | 0.72% | — | -42.45% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.71% | -0.07% | +0.13% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | — | -4.66% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.64% | -0.27% | +3.93% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.60% | — | -14.88% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.60% | — | +5.39% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.58% | — | -2.12% | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.58% | — | +0.22% | |
| 24 | VCEB | Vanguard Esg US CORP Bond | ETF-投資等級公司債 | 0.53% | — | +0.75% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.49% | +0.08% | +39.30% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | -0.13% | +1.87% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.46% | -0.08% | +12.85% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | -2.16% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.43% | — | -2.06% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.41% | -0.05% | -38.83% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.39% | +0.10% | -0.53% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | — | +20.84% | |
| 33 | ADSK | Autodesk INC | 股票-科技 | 0.38% | — | +0.07% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.35% | +0.15% | +3.11% | |
| 35 | SUB | Ishares Short-term National | ETF-其他 | 0.35% | +0.04% | -3.38% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.32% | — | -2.35% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.32% | -0.11% | +2.76% | |
| 38 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.32% | — | +0.31% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.31% | — | +0.78% | |
| 40 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.29% | — | +42.49% | |
| 41 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.28% | — | -43.29% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.28% | — | -13.27% | |
| 43 | TLTD | Flexshares Morningstar Devel | ETF-其他 | 0.28% | — | -43.87% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.26% | -0.11% | +0.23% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.25% | — | +5.86% | |
| 46 | CSW | Csw Industrials INC | 股票-工業 | 0.24% | — | -11.28% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.23% | +0.04% | +0.11% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.23% | +0.07% | +10.31% | |
| 49 | BUFF | Innovator Laddered Allocatio | ETF-其他 | 0.23% | — | -30.04% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.22% | — | +7.17% |