CIK: 0001812090
申報總市值
US$50.9億
僅顯示前 200 大持股（共 330 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 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.28% | — | +22.11% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.05% | — | +17.23% | |
| 3 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 2.99% | — | +4.55% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.36% | — | +14.54% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.31% | — | +6.24% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.30% | — | +23.59% | |
| 7 | MBB | Ishares Mbs ETF | ETF-其他 | 2.29% | — | +30.38% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.22% | — | +7.45% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.91% | — | +25.44% | |
| 10 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 1.83% | — | +0.95% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | — | +13.98% | |
| 12 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.55% | — | +3.92% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.46% | — | +8.01% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.40% | — | +9.24% | |
| 15 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.37% | — | +1.62% | |
| 16 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 1.37% | — | +16.64% | |
| 17 | UPS | United Parcel Service-cl B | 股票-工業 | 1.31% | — | +24.51% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.28% | — | +0.06% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.27% | — | +17.54% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.21% | — | +20.17% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.16% | — | +5.83% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.14% | — | +9.69% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.06% | — | +39.47% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | — | +24.05% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.91% | — | +7.85% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.84% | — | +40.40% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 0.84% | — | +22.42% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | — | +19.16% | |
| 29 | HD | Home Depot INC | 股票-循環性消費 | 0.80% | — | +11.47% | |
| 30 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.79% | — | +42.00% | |
| 31 | TSLA | Tesla INC | 股票-循環性消費 | 0.77% | — | +48.07% | |
| 32 | QCOM | Qualcomm INC | 股票-科技 | 0.77% | — | +20.66% | |
| 33 | PFE | Pfizer INC | 股票-醫療保健 | 0.69% | — | +33.98% | |
| 34 | WMT | Walmart INC | 股票-非循環性消費 | 0.66% | — | +29.82% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.66% | — | +12.31% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | — | +35.33% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.64% | — | +33.93% | |
| 38 | PEP | Pepsico INC | 股票-非循環性消費 | 0.63% | — | +10.19% | |
| 39 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.59% | — | +3.22% | |
| 40 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.59% | — | +11.58% | |
| 41 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.53% | — | +26.91% | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.53% | — | +11.35% | |
| 43 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.50% | — | +1.43% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | — | +4.36% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.49% | — | +26.78% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.49% | — | +26.18% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.47% | — | +23.32% | |
| 48 | MS | Morgan Stanley | 股票-金融 | 0.47% | — | +17.59% | |
| 49 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.45% | — | +20.15% | |
| 50 | AXP | American Express Co | 股票-金融 | 0.45% | — | +30.46% |