CIK: 0001802670
申報總市值
US$2.9億
| # | 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 | 14.28% | +20.59% | NEW | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 9.80% | — | — | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 8.57% | +8.60% | NEW | |
| 4 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 6.36% | +2.38% | NEW | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 5.73% | — | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.43% | +7.29% | NEW | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.98% | +2.05% | NEW | |
| 8 | IQLT | Ishares Msci International Q | ETF-其他 | 3.60% | +3.48% | NEW | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.35% | +6.60% | NEW | |
| 10 | SMMV | Ishares Msci USA Small-cap M | ETF-其他 | 2.75% | +0.95% | NEW | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.67% | +0.49% | NEW | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.02% | +1.85% | NEW | |
| 13 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.90% | +1.15% | NEW | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.81% | +0.72% | NEW | |
| 15 | EMGF | Ishares Emerging Markets Equ | ETF-新興市場 | 1.74% | +1.81% | NEW | |
| 16 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 1.63% | — | — | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.46% | +1.51% | NEW | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.40% | +1.19% | NEW | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.22% | +1.73% | NEW | |
| 20 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.08% | — | — | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.03% | +0.43% | NEW | |
| 22 | ✓ | Global X Fds | 股票-其他 | 0.95% | — | — | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.85% | — | — | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.81% | +0.19% | NEW | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.80% | +0.73% | NEW | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.75% | — | — | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.70% | +0.71% | NEW | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.62% | +0.74% | NEW | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.60% | +0.87% | NEW | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | +0.31% | NEW | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.55% | +3.87% | NEW | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.52% | — | — | |
| 33 | GEN | Gen Digital INC | 股票-科技 | 0.50% | — | — | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.46% | — | — | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.46% | +0.38% | NEW | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.45% | — | — | |
| 37 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 0.42% | +0.36% | NEW | |
| 38 | INTF | Ishares International Equity | ETF-其他 | 0.42% | +3.37% | NEW | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.40% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.40% | +0.18% | NEW | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.39% | +2.55% | NEW | |
| 42 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.37% | +0.41% | NEW | |
| 43 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.37% | +0.32% | NEW | |
| 44 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.33% | — | — | |
| 45 | AMAT | Applied Materials INC | 股票-科技 | 0.33% | +0.27% | NEW | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.33% | — | — | |
| 47 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.33% | — | — | |
| 48 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.31% | — | — | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.31% | — | — | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.30% | — | — |