CIK: 0001812090
申報總市值
US$50.9億
僅顯示前 200 大持股（共 339 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 | 3.34% | — | +12.40% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.11% | — | +13.34% | |
| 3 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 2.76% | — | +0.08% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.32% | — | +8.52% | |
| 5 | MBB | Ishares Mbs ETF | ETF-其他 | 2.27% | — | +9.48% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.25% | — | +7.34% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.17% | — | +6.84% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.06% | — | -3.43% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.98% | — | -4.08% | |
| 10 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 1.68% | — | +2.61% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | — | -5.12% | |
| 12 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.61% | — | +21.51% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.51% | — | +8.04% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.51% | — | +14.81% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.50% | — | +14.59% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.46% | — | +2.41% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.40% | — | +18.76% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.38% | — | +8.58% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.37% | — | -12.82% | |
| 20 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 1.34% | — | +6.88% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.11% | — | -8.16% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工業 | 1.06% | — | -4.51% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.04% | — | -0.57% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.00% | — | +3.52% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.00% | — | +5.57% | |
| 26 | TSLA | Tesla INC | 股票-循環性消費 | 0.89% | — | -0.04% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | — | +5.13% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.89% | — | +6.16% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.82% | — | +8.15% | |
| 30 | WMT | Walmart INC | 股票-非循環性消費 | 0.82% | — | +26.81% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.80% | — | +3.96% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.76% | — | -4.98% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | — | +15.07% | |
| 34 | PEP | Pepsico INC | 股票-非循環性消費 | 0.67% | — | +15.59% | |
| 35 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.67% | — | +21.53% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.63% | — | +3.64% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.59% | — | +45.12% | |
| 38 | QCOM | Qualcomm INC | 股票-科技 | 0.58% | — | -11.35% | |
| 39 | PFE | Pfizer INC | 股票-醫療保健 | 0.58% | — | +1.30% | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.56% | — | +17.71% | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.53% | — | -9.74% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.52% | — | +19.65% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | — | +0.20% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.47% | — | +34.85% | |
| 45 | ABBV | Abbvie INC | 股票-醫療保健 | 0.46% | — | -6.49% | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.46% | — | +4.12% | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.46% | — | +0.77% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.45% | — | +20.43% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.45% | — | +3.22% | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.43% | — | -7.33% |