CIK: 0001827844
申報總市值
US$8.1億
僅顯示前 200 大持股（共 972 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 | 28.47% | -1.66% | +13.95% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 14.55% | -0.36% | -1.39% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 10.02% | +0.39% | +0.21% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 6.34% | +0.01% | +1.20% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 5.79% | -0.16% | +7.63% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 5.45% | +0.07% | -0.13% | |
| 7 | DFAT | Dimensional US Target Value | ETF-其他 | 3.18% | -0.02% | -18.41% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.71% | — | +55.79% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.33% | -0.22% | -0.22% | |
| 10 | NUEM | Nuveen Esg Emerging Markets | ETF-新興市場 | 1.31% | +0.01% | +2.38% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.13% | — | +0.26% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.06% | +0.19% | -0.20% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.05% | -0.27% | +1.58% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | -0.14% | -2.44% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | +0.24% | -1.25% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 0.52% | +0.01% | -3.29% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.50% | -0.03% | — | |
| 18 | ACN | Accenture plc | 股票-科技 | 0.49% | -0.11% | +1.19% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 0.48% | -0.10% | -4.81% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.48% | — | +0.23% | |
| 21 | ONB | Old National Bancorp | 股票-金融 | 0.45% | -0.02% | — | |
| 22 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.40% | +0.06% | -4.34% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.38% | -0.02% | -2.82% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | -0.07% | -9.13% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.36% | — | — | |
| 26 | TSLA | Tesla INC | 股票-循環性消費 | 0.35% | — | -2.42% | |
| 27 | JSTC | Adasina Social Justice Glb | ETF-其他 | 0.33% | — | +0.32% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.32% | — | -10.69% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.30% | — | +13.30% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | — | -0.03% | |
| 31 | GE | General Electric | 股票-工業 | 0.26% | -0.02% | +0.01% | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.26% | — | +0.07% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.23% | +0.03% | -4.48% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.22% | -0.05% | +0.02% | |
| 35 | PWRD | Tcw Transform Systems ETF | ETF-其他 | 0.21% | -0.03% | -1.73% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.21% | -0.03% | -6.54% | |
| 37 | LHX | L3harris Technologies INC | 股票-工業 | 0.21% | +0.04% | -0.02% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.20% | — | +52.86% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.20% | +0.02% | -14.52% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.20% | — | +11.85% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.19% | +0.01% | -0.59% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.17% | — | -10.39% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.16% | — | +98.66% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.16% | — | -0.19% | |
| 45 | MMM | 3m Co | 股票-工業 | 0.16% | — | +0.38% | |
| 46 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.15% | — | — | |
| 47 | EXPE | Expedia Group INC | 股票-循環性消費 | 0.15% | -0.04% | -0.14% | |
| 48 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.15% | -0.02% | +0.07% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.14% | — | — | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.14% | — | +1.87% |