CIK: 0001812090
申報總市值
US$50.9億
僅顯示前 200 大持股（共 297 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 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 3.26% | — | +3.18% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.19% | — | +12.00% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.07% | — | +50.69% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.01% | — | +0.68% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.78% | — | +14.68% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.76% | — | +52.38% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.52% | — | +14.36% | |
| 8 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 2.19% | — | -12.06% | |
| 9 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.98% | — | +3.45% | |
| 10 | MBB | Ishares Mbs ETF | ETF-其他 | 1.95% | — | +14.84% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.93% | — | +31.56% | |
| 12 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.70% | — | +6.71% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.60% | — | +30.20% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.60% | — | +3.00% | |
| 15 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 1.44% | — | +6.38% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.40% | — | +14.41% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.34% | — | +30.54% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | — | +12.87% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | — | +17.05% | |
| 20 | UPS | United Parcel Service-cl B | 股票-工業 | 1.09% | — | -3.21% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.00% | — | +9.28% | |
| 22 | TSLA | Tesla INC | 股票-循環性消費 | 0.99% | — | +258.27% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.97% | — | +2500.68% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.89% | — | +21.47% | |
| 25 | COMB | Graniteshares Bcom Broad Str | ETF-其他 | 0.85% | — | +329.09% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.76% | — | +218.57% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | +15.79% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.74% | — | +38.63% | |
| 29 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.73% | — | +18.92% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.70% | — | -33.60% | |
| 31 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.67% | — | +20.90% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | — | +11.26% | |
| 33 | PFE | Pfizer INC | 股票-醫療保健 | 0.66% | — | +50.37% | |
| 34 | PEP | Pepsico INC | 股票-非循環性消費 | 0.65% | — | -10.90% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | — | +12.16% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | — | +30.88% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | +27.20% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.57% | — | +101.35% | |
| 39 | QCOM | Qualcomm INC | 股票-科技 | 0.55% | — | +11.40% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.53% | — | +21.32% | |
| 41 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.50% | — | — | |
| 42 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.48% | — | +18.40% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.47% | — | +22.48% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.46% | — | +1.87% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.44% | — | +1.24% | |
| 46 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.44% | — | -10.26% | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.44% | — | +31.89% | |
| 48 | BP | Bp Plc-spons Adr | 股票-能源 | 0.41% | — | +15.31% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | — | +9.03% | |
| 50 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.41% | — | +78.18% |