CIK: 0001801846
申報總市值
US$3.9億
僅顯示前 200 大持股(共 210 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 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.12% | -0.90% | +23.74% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 3.74% | +0.84% | +81.55% | |
| 3 | DFIV | Dimensional International Va | ETF-其他 | 3.44% | — | -0.36% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.31% | -1.51% | -6.64% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.02% | +0.88% | +3.25% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.96% | +1.77% | +31.45% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.64% | +1.35% | +83.94% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.53% | -0.01% | -14.00% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.51% | -1.71% | +18.17% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.51% | -1.15% | -7.09% | |
| 11 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 2.50% | — | -1.38% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.39% | -1.28% | -5.31% | |
| 13 | JVAL | Jpmorgan US Value Factor ETF | ETF-其他 | 2.29% | +0.48% | -5.40% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.08% | — | -10.05% | |
| 15 | AVES | Avantis Emerging Markets Val | ETF-新興市場 | 1.83% | +0.45% | +9.39% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.68% | +1.36% | +147.52% | |
| 17 | SEIE | Sei Select Intl Equity | ETF-其他 | 1.68% | — | -12.11% | |
| 18 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 1.62% | -0.46% | +11.85% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.60% | -0.20% | +17.99% | |
| 20 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 1.56% | +0.51% | +31.02% | |
| 21 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.53% | — | -3.73% | |
| 22 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.35% | -0.41% | +53.77% | |
| 23 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 1.34% | — | +78.15% | |
| 24 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-其他 | 1.25% | -0.17% | +38.76% | |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 1.18% | +1.13% | +174.50% | |
| 26 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.17% | — | -6.47% | |
| 27 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.15% | — | +65.32% | |
| 28 | MBB | Ishares Mbs ETF | ETF-其他 | 1.08% | — | +18.88% | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.99% | +0.39% | -0.95% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.98% | — | -4.82% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | -0.43% | -2.59% | |
| 32 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.91% | — | +13.23% | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.89% | -0.19% | +32.74% | |
| 34 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.88% | — | +43.09% | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.84% | +0.73% | -43.40% | |
| 36 | ENDW | Cambria Endowment Style ETF | ETF-其他 | 0.79% | — | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.76% | -0.38% | -9.16% | |
| 38 | SIVR | Abrdn Physical Silver Shares | ETF-避險與商品 | 0.73% | -0.28% | -4.56% | |
| 39 | SEEM | Sei Select Em Mrkt Eq | ETF-其他 | 0.72% | — | -12.14% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.70% | -0.23% | -47.87% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.67% | -0.24% | -7.49% | |
| 42 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 0.63% | — | -6.57% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | — | +0.12% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.62% | -0.21% | -4.57% | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.62% | — | +14.72% | |
| 46 | JOET | Virtus Terranova US Qual Mom | ETF-其他 | 0.58% | — | +9.73% | |
| 47 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.57% | — | +12.05% | |
| 48 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.57% | — | +5.50% | |
| 49 | SEIS | Sei Select Small Cap ETF | ETF-中小型股 | 0.55% | — | -11.87% | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.55% | -0.30% | -2.61% |