CIK: 0001904274
申報總市值
US$31.0億
僅顯示前 200 大持股（共 742 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.75% | +0.81% | +8.20% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.52% | +0.17% | +6.09% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.81% | +0.08% | +9.97% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.03% | +0.04% | +0.98% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.80% | -0.25% | -4.02% | |
| 6 | VTC | Vanguard Total Corporate Bnd | ETF-投資等級公司債 | 3.28% | +0.26% | +0.33% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.99% | -0.35% | +3.55% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.98% | +0.16% | +2.34% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.77% | +0.25% | -2.79% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.28% | — | -2.72% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | -0.57% | +5.75% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.21% | — | +41.94% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.18% | +0.04% | +0.78% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.47% | -0.12% | +2.97% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.46% | -0.17% | -4.27% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.11% | +0.01% | +3.02% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.06% | — | +4.03% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.92% | -0.01% | +6.47% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.82% | — | +0.28% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 0.81% | -0.26% | -9.67% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | — | -2.53% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.75% | +0.43% | +4.29% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.73% | +0.33% | +1.47% | |
| 24 | TSLA | Tesla INC | 股票-循環性消費 | 0.66% | -0.20% | -6.59% | |
| 25 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.65% | — | -0.80% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.64% | — | +4.92% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.59% | — | +2.70% | |
| 28 | NFLX | Netflix INC | 股票-通訊服務 | 0.56% | — | +3.25% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | +3.64% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 0.53% | -0.13% | +6.88% | |
| 31 | SCMB | Schwab Municipal Bond ETF | ETF-其他 | 0.52% | — | -14.78% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.52% | — | +3.32% | |
| 33 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.52% | — | +4.33% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.50% | +0.15% | +9.62% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.50% | — | -6.89% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.50% | — | +16.21% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | -0.10% | +0.20% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.45% | — | +1.39% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | -0.08% | +7.35% | |
| 40 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.40% | — | +0.04% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.39% | — | +3.85% | |
| 42 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.37% | — | +0.97% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.36% | — | +1.56% | |
| 44 | ABBV | Abbvie INC | 股票-醫療保健 | 0.33% | — | +7.39% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | +0.07% | +3.63% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.31% | — | -4.35% | |
| 47 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.30% | — | +1.36% | |
| 48 | VTEC | Vanguard Ca Tax-ex Bond | ETF-其他 | 0.29% | +0.07% | +5.38% | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.28% | — | +30.49% | |
| 50 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.28% | — | +0.88% |