CIK: 0002017870
申報總市值
US$2.4億
僅顯示前 200 大持股（共 859 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 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 8.65% | +0.53% | +2.06% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.24% | +0.52% | +1.17% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 6.27% | +0.59% | +1.99% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 5.34% | +0.18% | +2.15% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 4.06% | +0.09% | +2.05% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.57% | +0.32% | +4.93% | |
| 7 | SCHH | Schwab US Reit ETF | ETF-其他 | 3.36% | +0.10% | +0.41% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.06% | +0.26% | +4.22% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 3.00% | — | +1.33% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.98% | +0.34% | +2.63% | |
| 11 | SSRM | Ssr Mining INC | 股票-原物料 | 2.77% | +3.21% | — | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.66% | +0.29% | +4.04% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.42% | -0.06% | -1.51% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.35% | -0.45% | -15.29% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 2.21% | -0.96% | — | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.91% | -0.10% | -2.98% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.81% | +0.09% | +3.05% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.80% | — | — | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.63% | -0.02% | -0.03% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.41% | -0.11% | — | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.27% | +0.15% | +9.03% | |
| 22 | SNAP | Snap INC - A | 股票-通訊服務 | 1.19% | -0.14% | +0.93% | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.14% | -0.04% | +2.45% | |
| 24 | CMF | Ishares California Muni Bond | ETF-其他 | 1.13% | +0.06% | +24.82% | |
| 25 | DFAT | Dimensional US Target Value | ETF-其他 | 0.87% | +0.03% | — | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.84% | — | +0.45% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.83% | -0.06% | -0.90% | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.81% | — | -0.03% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.71% | -0.04% | -0.05% | |
| 30 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.65% | — | +12.69% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.61% | — | +0.69% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.56% | — | — | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.56% | -0.05% | -12.43% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.55% | — | +1017.92% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | — | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.43% | -1.18% | +33.39% | |
| 37 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.41% | — | — | |
| 38 | EA | Electronic Arts INC | 股票-通訊服務 | 0.39% | -0.08% | +15516.00% | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.37% | — | — | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.37% | — | — | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.37% | — | — | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.34% | -0.03% | -0.52% | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.34% | — | — | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.30% | -2.12% | — | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.28% | — | — | |
| 46 | ADBE | Adobe INC | 股票-科技 | 0.27% | -0.09% | +10.28% | |
| 47 | UBER | Uber Technologies INC | 股票-工業 | 0.24% | — | +12.22% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.20% | — | — | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.19% | — | — | |
| 50 | BA | Boeing Co/the | 股票-工業 | 0.19% | — | — |