CIK: 0001812090
申報總市值
US$50.9億
僅顯示前 200 大持股（共 378 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 | 3.06% | — | +10.52% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.76% | — | +7.39% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.66% | — | +21.96% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.39% | — | -11.35% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.28% | — | +9.64% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 2.19% | — | +8.80% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | — | -0.40% | |
| 8 | MBB | Ishares Mbs ETF | ETF-其他 | 1.92% | — | +9.72% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.90% | — | -14.91% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.83% | — | +2.30% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.80% | — | +5.36% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.74% | — | +10.14% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.70% | — | +4.22% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | — | +36.34% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.42% | — | +10.08% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.35% | — | +10.32% | |
| 17 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.34% | — | +3.23% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.28% | — | +10.53% | |
| 19 | WMT | Walmart INC | 股票-非循環性消費 | 1.17% | — | +250.56% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.08% | — | -1.35% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.03% | — | -8.91% | |
| 22 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 0.99% | — | -19.50% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.92% | — | -19.45% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.88% | — | +18.88% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.87% | — | +15.62% | |
| 26 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.86% | — | -8.57% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.81% | — | -7.08% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.81% | — | +7.17% | |
| 29 | ADBE | Adobe INC | 股票-科技 | 0.80% | — | +3.57% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | — | +11.89% | |
| 31 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.76% | — | +8.06% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | — | -5.14% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | — | +47.89% | |
| 34 | PEP | Pepsico INC | 股票-非循環性消費 | 0.72% | — | +26.99% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.72% | — | +2.45% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工業 | 0.70% | — | -3.66% | |
| 37 | QCOM | Qualcomm INC | 股票-科技 | 0.70% | — | +4.15% | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.68% | — | +0.94% | |
| 39 | TSLA | Tesla INC | 股票-循環性消費 | 0.66% | — | -5.32% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.63% | — | -13.39% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.57% | — | -22.04% | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.56% | — | -2.15% | |
| 43 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.51% | — | +3.07% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.50% | — | -18.61% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.50% | — | -3.15% | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.49% | — | +0.90% | |
| 47 | AMAT | Applied Materials INC | 股票-科技 | 0.49% | — | -19.46% | |
| 48 | CAT | Caterpillar INC | 股票-工業 | 0.49% | — | -17.46% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.48% | — | -8.30% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.48% | — | +7.98% |