CIK: 0001827844
申報總市值
US$8.1億
僅顯示前 200 大持股（共 1004 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 26.58% | -1.66% | -0.42% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 15.62% | -0.36% | +0.75% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 10.81% | +0.39% | +673.41% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 6.38% | +0.07% | -1.20% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 5.53% | -0.16% | +2.29% | |
| 6 | DFAT | Dimensional US Target Value | ETF-其他 | 4.76% | -0.02% | +0.35% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 3.85% | +0.01% | +2.21% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.95% | -0.22% | +0.23% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.32% | +0.19% | -0.48% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.27% | — | +86.04% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | -0.27% | +5.75% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.97% | -0.14% | -1.12% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | +0.24% | +3.15% | |
| 14 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.74% | +0.06% | +1.46% | |
| 15 | ACN | Accenture plc | 股票-科技 | 0.67% | -0.11% | +0.24% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 0.59% | +0.01% | +120.50% | |
| 17 | NUEM | Nuveen Esg Emerging Markets | ETF-新興市場 | 0.58% | +0.01% | +4.22% | |
| 18 | ONB | Old National Bancorp | 股票-金融 | 0.54% | -0.02% | -11.58% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.52% | — | -0.18% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.48% | -0.07% | +11.74% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 0.45% | -0.10% | -0.02% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.42% | — | -1.17% | |
| 23 | JSTC | Adasina Social Justice Glb | ETF-其他 | 0.41% | — | +7.18% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.39% | — | +4.72% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.38% | -0.02% | +8.89% | |
| 26 | TSLA | Tesla INC | 股票-循環性消費 | 0.36% | — | +0.97% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.31% | — | -1.05% | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.30% | — | +0.08% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.28% | +0.02% | +1.24% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.27% | +0.03% | +0.07% | |
| 31 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.27% | -0.02% | — | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.27% | — | +1.60% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.23% | -0.03% | +1.15% | |
| 34 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.23% | — | -92.12% | |
| 35 | LHX | L3harris Technologies INC | 股票-工業 | 0.23% | +0.04% | +0.02% | |
| 36 | PWRD | Tcw Transform Systems ETF | ETF-其他 | 0.23% | -0.03% | -26.35% | |
| 37 | GE | General Electric | 股票-工業 | 0.22% | -0.02% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.21% | -0.05% | +1.49% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.19% | +0.01% | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.19% | — | -6.26% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.17% | — | -0.07% | |
| 42 | MMM | 3m Co | 股票-工業 | 0.16% | — | -0.38% | |
| 43 | EXPE | Expedia Group INC | 股票-循環性消費 | 0.15% | -0.04% | -0.15% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.15% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.15% | — | +3.07% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.15% | — | +1.42% | |
| 47 | VTV | Vanguard Value ETF | ETF-其他 | 0.15% | +0.02% | +0.15% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.15% | — | +0.17% | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.14% | — | +12.32% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.14% | — | -1.16% |