CIK: 0001791996
申報總市值
US$15.6億
僅顯示前 200 大持股（共 290 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.90% | -0.13% | +86.95% | |
| 2 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 5.52% | — | +23.81% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.88% | -0.10% | -27.29% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 3.72% | -0.03% | +1.23% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.52% | -0.10% | -29.04% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.43% | -0.14% | +16.91% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 3.06% | -0.09% | -10.82% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.81% | +0.03% | +7.03% | |
| 9 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 2.75% | — | -4.16% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.09% | +0.05% | +0.96% | |
| 11 | GSSC | Goldman Sachs Activebeta US | ETF-避險與商品 | 1.92% | — | -2.20% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.82% | — | +101.32% | |
| 13 | TAGG | T Rowe Price Qm US Bond ETF | ETF-其他 | 1.76% | — | -27.11% | |
| 14 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.58% | -0.04% | +12.48% | |
| 15 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 1.50% | — | -1.80% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.38% | -0.03% | — | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.34% | — | -0.07% | |
| 18 | DFIV | Dimensional International Va | ETF-其他 | 1.20% | — | +36.56% | |
| 19 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.20% | +0.06% | -20.89% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.08% | — | -0.02% | |
| 21 | IQLT | Ishares Msci International Q | ETF-其他 | 1.07% | — | -31.80% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.99% | — | -9.04% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.90% | — | -47.47% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.90% | — | +30.83% | |
| 25 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 0.87% | — | -31.16% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.86% | — | +253.85% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.84% | -0.03% | +10.80% | |
| 28 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.78% | — | +5.81% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.78% | -0.03% | +4.20% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.74% | -0.06% | -3.81% | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.73% | — | -6.22% | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.71% | -0.05% | +25.01% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.70% | — | -21.92% | |
| 34 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 0.68% | -0.03% | -1.87% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.68% | +0.03% | +0.21% | |
| 36 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.68% | — | +17.28% | |
| 37 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.67% | — | +6.55% | |
| 38 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.66% | — | +82.22% | |
| 39 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.66% | — | — | |
| 40 | SMCIUSD | Super Micro Computer INC | 股票-其他 | 0.65% | — | — | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.65% | -1.01% | +1462.90% | |
| 42 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.64% | — | — | |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.63% | — | +2.46% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.61% | +0.03% | +46.51% | |
| 45 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.60% | +0.05% | +2178.70% | |
| 46 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.57% | — | -4.03% | |
| 47 | SUB | Ishares Short-term National | ETF-其他 | 0.56% | — | -45.63% | |
| 48 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 0.56% | — | -16.85% | |
| 49 | JPME | JPM Diver Ret US Mc Equity | ETF-其他 | 0.55% | — | -2.17% | |
| 50 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.53% | — | -19.21% |