CIK: 0001722638
申報總市值
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| # | 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 | 50.83% | — | -0.49% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.86% | — | +4.72% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 7.18% | — | +3.38% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.16% | — | +3.74% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.81% | — | -1.06% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.47% | — | — | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.38% | — | -0.65% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.05% | — | +5.36% | |
| 9 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 1.56% | — | — | |
| 10 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.51% | — | -0.08% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.47% | — | -3.80% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.23% | — | — | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.01% | — | +0.01% | |
| 14 | AAPL | Apple INC | 股票-科技 | 0.95% | — | -5.38% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.81% | — | -5.76% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.66% | — | — | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.50% | — | — | |
| 18 | QCOM | Qualcomm INC | 股票-科技 | 0.48% | — | -1.14% | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.45% | — | — | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.44% | — | — | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.43% | — | -2.33% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.41% | — | +0.04% | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 0.37% | — | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | -4.69% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.34% | — | — | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | — | -3.04% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.32% | — | — | |
| 28 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.31% | — | -2.47% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.30% | — | — | |
| 30 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.29% | — | — | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.27% | — | +17.38% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | — | -4.50% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.25% | — | -4.51% | |
| 34 | INTU | Intuit INC | 股票-科技 | 0.24% | — | — | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.24% | — | -9.53% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.23% | — | -15.83% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.23% | — | -3.96% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.23% | — | -14.71% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.22% | — | — | |
| 40 | BA | Boeing Co/the | 股票-工業 | 0.22% | — | -31.22% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.21% | — | — | |
| 42 | ROST | Ross Stores INC | 股票-循環性消費 | 0.21% | — | — | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.20% | — | -2.61% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.20% | — | -5.46% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.19% | — | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.19% | — | — | |
| 47 | PFE | Pfizer INC | 股票-醫療保健 | 0.18% | — | — |