CIK: 0001791996
申報總市值
US$15.6億
僅顯示前 200 大持股（共 233 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 29.99% | -1.01% | +6.22% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 8.91% | +0.05% | +26.48% | |
| 3 | UBND | Victoryshares Core Plus Bond | ETF-其他 | 6.24% | +0.07% | +2.38% | |
| 4 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 4.02% | +0.47% | +46.38% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 3.76% | -0.03% | -0.13% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.16% | -0.13% | -3.03% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.68% | +0.12% | +10.38% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.54% | -0.10% | -0.64% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.34% | -0.10% | -0.66% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.88% | +0.03% | +0.44% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 1.85% | -0.09% | -1.33% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.58% | +0.05% | -1.61% | |
| 13 | VONE | Vanguard Russell 1000 | ETF-其他 | 1.41% | -0.05% | +0.55% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.06% | -0.14% | -2.59% | |
| 15 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.77% | — | -2.17% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.76% | -0.03% | -43.72% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.71% | +0.06% | -0.16% | |
| 18 | GSSC | Goldman Sachs Activebeta US | ETF-避險與商品 | 0.71% | — | -2.25% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.66% | -0.06% | -0.34% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | -0.03% | -1.72% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.61% | — | -0.89% | |
| 22 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.61% | — | +0.01% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.59% | -0.03% | -2.20% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.58% | +0.03% | +1.05% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.57% | — | -1.35% | |
| 26 | IQLT | Ishares Msci International Q | ETF-其他 | 0.56% | — | -0.12% | |
| 27 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 0.55% | -0.03% | -0.30% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.53% | -0.05% | -3.96% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.48% | — | +34.80% | |
| 30 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 0.46% | — | — | |
| 31 | DFAI | Dimensional International Co | ETF-其他 | 0.46% | — | -2.04% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.46% | — | +0.79% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.46% | -0.10% | +26.81% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.42% | +0.03% | +2.40% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.41% | — | — | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.40% | — | -1.31% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.40% | -0.04% | -5.44% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.40% | +0.03% | +2.92% | |
| 39 | DFIV | Dimensional International Va | ETF-其他 | 0.39% | — | -0.91% | |
| 40 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.37% | -0.05% | +8.20% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.37% | — | -0.07% | |
| 42 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.37% | — | +0.02% | |
| 43 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.37% | +0.21% | -9.36% | |
| 44 | JPME | JPM Diver Ret US Mc Equity | ETF-其他 | 0.35% | — | +0.00% | |
| 45 | DFAT | Dimensional US Target Value | ETF-其他 | 0.34% | — | -0.72% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.34% | — | -56.12% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.30% | -0.03% | +0.93% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | +0.13% | +14.05% | |
| 49 | CSW | Csw Industrials INC | 股票-工業 | 0.30% | -0.03% | — | |
| 50 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.29% | — | +422.73% |