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 | 47.30% | — | +0.69% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.90% | — | -1.08% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 6.50% | — | +0.19% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 6.10% | — | +1.14% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.23% | — | +0.62% | |
| 6 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.19% | — | -2.47% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.16% | — | +2.25% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.01% | — | -1.22% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | — | -1.75% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.54% | — | +0.00% | |
| 11 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 1.37% | — | -1.14% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.34% | — | — | |
| 13 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.08% | — | — | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.03% | — | +9.26% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.97% | — | -0.44% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.71% | — | +0.62% | |
| 17 | AMGN | Amgen INC | 股票-醫療保健 | 0.71% | — | -6.10% | |
| 18 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.67% | — | -0.79% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.56% | — | — | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.49% | — | — | |
| 21 | QCOM | Qualcomm INC | 股票-科技 | 0.47% | — | -1.08% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.43% | — | — | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.42% | — | +0.31% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 0.41% | — | -0.24% | |
| 25 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.36% | — | -9.52% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | — | — | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.33% | — | — | |
| 28 | XLF | Ss Financial Select Sector | ETF-其他 | 0.31% | — | — | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.30% | — | — | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.29% | — | -1.67% | |
| 31 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.29% | — | — | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.29% | — | — | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.28% | — | +1.77% | |
| 34 | INTU | Intuit INC | 股票-科技 | 0.27% | — | — | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.27% | — | -12.09% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.26% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.26% | — | — | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.24% | — | +1.68% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.24% | — | -0.75% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.23% | — | +0.09% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.23% | — | -19.44% | |
| 42 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.23% | — | — | |
| 43 | ROST | Ross Stores INC | 股票-循環性消費 | 0.22% | — | +2.30% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.21% | — | +4.67% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.21% | — | — | |
| 46 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.20% | — | +9.56% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.20% | — | — | |
| 48 | SYK | Stryker CORP | 股票-醫療保健 | 0.19% | — | — | |
| 49 | HD | Home Depot INC | 股票-循環性消費 | 0.18% | — | — |