CIK: 0001765536
申報總市值
US$78.5億
僅顯示前 200 大持股（共 243 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 32.11% | — | -0.50% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 13.08% | -0.31% | +1.90% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.63% | — | -0.23% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.57% | — | +4.74% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 3.26% | +0.03% | +0.95% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.98% | — | +7.64% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.58% | — | +1.25% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.18% | — | +1.44% | |
| 9 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.90% | — | +1.83% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.56% | — | +9.35% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.52% | — | +7.17% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.37% | +0.01% | +18.33% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.24% | -0.19% | +11.59% | |
| 14 | CMG | Chipotle Mexican Grill INC | 股票-循環性消費 | 1.17% | — | -4.42% | |
| 15 | YUM | Yum! Brands INC | 股票-循環性消費 | 1.11% | — | +0.07% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | -0.45% | +26.77% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.10% | — | -2.00% | |
| 18 | INTF | Ishares International Equity | ETF-其他 | 1.00% | — | — | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.68% | — | -35.35% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.66% | +0.01% | -1.75% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.55% | — | +31.09% | |
| 22 | TSLA | Tesla INC | 股票-循環性消費 | 0.48% | -0.19% | +0.08% | |
| 23 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.46% | — | — | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.46% | — | -9.04% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.46% | — | +1.99% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.44% | — | +44.39% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.44% | — | +0.98% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.36% | — | -0.67% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.36% | +0.04% | +23.12% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.33% | — | -3.00% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.30% | — | +26.24% | |
| 32 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.30% | — | +157.64% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.29% | — | +402.59% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.29% | — | +108.65% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.27% | — | +3.20% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.26% | +0.18% | +19.42% | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.26% | — | +88.50% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.25% | +0.11% | -21.79% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | — | +3.07% | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.24% | — | +50.99% | |
| 41 | CRM | Salesforce INC | 股票-科技 | 0.23% | — | +11.68% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.23% | — | +104.33% | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.23% | — | -3.63% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.22% | — | +45.37% | |
| 45 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.22% | — | +34.20% | |
| 46 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.22% | — | +3.88% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.22% | — | +26.92% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.21% | — | +102.50% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.19% | — | -0.53% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.18% | +0.10% | +37.69% |