CIK: 0001765536
申報總市值
US$78.5億
僅顯示前 200 大持股（共 247 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 | 30.83% | — | -0.84% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 12.51% | -0.31% | -0.93% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.33% | — | +1.59% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 3.34% | +0.03% | -0.78% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.20% | — | -8.00% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.04% | — | +4.27% | |
| 7 | CMG | Chipotle Mexican Grill INC | 股票-循環性消費 | 2.68% | — | +146.31% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.60% | — | -0.29% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.23% | — | +0.15% | |
| 10 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.77% | — | -8.83% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.70% | — | +8.53% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.66% | +0.01% | +19.96% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.24% | -0.19% | +2.28% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | -0.45% | +15.75% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.17% | — | -20.74% | |
| 16 | YUM | Yum! Brands INC | 股票-循環性消費 | 1.16% | — | +19.12% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.96% | — | -14.04% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.61% | +0.01% | -1.76% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.55% | — | +4.79% | |
| 20 | INTF | Ishares International Equity | ETF-其他 | 0.55% | — | -43.53% | |
| 21 | TSLA | Tesla INC | 股票-循環性消費 | 0.52% | -0.19% | +3.16% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.48% | — | +6.47% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.48% | — | +12.97% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.44% | — | +3.85% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.42% | — | +53.82% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.40% | — | +33.16% | |
| 27 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.36% | — | -20.62% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.36% | — | -1.51% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.34% | — | -22.38% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.33% | — | +25.22% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | — | +9.73% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.33% | — | +54.24% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.31% | — | +100.42% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.30% | +0.18% | +16.68% | |
| 35 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.30% | — | +4.65% | |
| 36 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.29% | — | +13.46% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.29% | — | +23.56% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.29% | +0.04% | +17.49% | |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.27% | — | +7.71% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.27% | — | -59.24% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.26% | — | +33.26% | |
| 42 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.26% | — | +10.57% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.25% | — | -7.58% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.24% | +0.11% | +1.28% | |
| 45 | CRM | Salesforce INC | 股票-科技 | 0.24% | — | +19.33% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.23% | — | +2.38% | |
| 47 | HD | Home Depot INC | 股票-循環性消費 | 0.22% | — | +21.67% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.21% | +0.06% | +22.92% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.21% | +0.10% | +14.33% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.20% | — | +8.78% |