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 | 42.63% | — | -1.04% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.06% | — | +4.71% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 5.22% | — | -2.41% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 5.06% | — | +1.46% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.87% | — | +8.62% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.05% | — | +15.69% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | — | +0.34% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.01% | — | +295.30% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.90% | — | -0.29% | |
| 10 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.81% | — | +0.72% | |
| 11 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.34% | — | +16.71% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.29% | — | +1.24% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.23% | — | -0.65% | |
| 14 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 1.11% | — | -1.38% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.97% | — | -0.03% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.91% | — | — | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.87% | — | -0.79% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.81% | — | — | |
| 19 | AMGN | Amgen INC | 股票-醫療保健 | 0.80% | — | +0.76% | |
| 20 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.74% | — | -0.08% | |
| 21 | QCOM | Qualcomm INC | 股票-科技 | 0.64% | — | +1.18% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.56% | — | — | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.47% | — | — | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.44% | — | — | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.44% | — | +1.61% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.43% | — | — | |
| 27 | EPD | Enterprise Products Partners | 股票-能源 | 0.41% | — | — | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.38% | — | +90.96% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.35% | — | +0.66% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | — | -0.99% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | — | +7.38% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.32% | — | — | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.32% | — | +1.17% | |
| 34 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.32% | — | +20.30% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.31% | — | -2.74% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.30% | — | +0.35% | |
| 37 | INTU | Intuit INC | 股票-科技 | 0.29% | — | -1.05% | |
| 38 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.28% | — | — | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.27% | — | +2.34% | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.25% | — | — | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.24% | — | +6.42% | |
| 42 | TSLA | Tesla INC | 股票-循環性消費 | 0.24% | — | — | |
| 43 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.23% | — | +1.39% | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.22% | — | — | |
| 45 | WEP | Magellan Midstream Partners | 股票-其他 | 0.22% | — | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.22% | — | — | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.21% | — | +1.28% | |
| 48 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.21% | — | — | |
| 49 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.20% | — | -3.66% | |
| 50 | BA | Boeing Co/the | 股票-工業 | 0.20% | — | +11.53% |