CIK: 0001780607
申報總市值
US$7.2億
僅顯示前 200 大持股（共 252 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 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 6.85% | — | +58.07% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 5.88% | — | +53.05% | |
| 3 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 4.61% | — | +74.67% | |
| 4 | DFIC | Dimensional International Co | ETF-其他 | 3.98% | — | +79.88% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.56% | — | +3.51% | |
| 6 | INTF | Ishares International Equity | ETF-其他 | 3.46% | — | +67.79% | |
| 7 | MATX | Matson INC | 股票-工業 | 2.89% | — | — | |
| 8 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 2.85% | — | +52.64% | |
| 9 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 2.84% | — | +76.86% | |
| 10 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 2.55% | — | +82.97% | |
| 11 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 2.48% | — | +71.82% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.35% | — | -4.95% | |
| 13 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 2.08% | — | +3.80% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.02% | — | +3.71% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 2.01% | — | -7.59% | |
| 16 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.95% | — | +3.95% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.93% | — | +3.96% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.81% | — | +40.61% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.65% | — | -5.80% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 1.46% | — | +3.73% | |
| 21 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.42% | — | +33.14% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.37% | — | -12.59% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.10% | — | +30.73% | |
| 24 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.87% | — | -20.66% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.84% | — | +3.87% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | — | -13.12% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.77% | — | — | |
| 28 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.76% | — | -9.31% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.71% | — | +256.01% | |
| 30 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 0.70% | — | +1.02% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | — | -19.86% | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.67% | — | -15.54% | |
| 33 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.62% | — | +227.78% | |
| 34 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.61% | — | +124.24% | |
| 35 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.59% | — | -15.71% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.59% | — | -9.59% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.56% | — | -28.02% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.53% | — | +4.54% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.53% | — | -16.90% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | — | -22.79% | |
| 41 | ALEX | Alexander & Baldwin INC | 股票-其他 | 0.49% | — | — | |
| 42 | TEL | TE Connectivity plc | 股票-科技 | 0.41% | — | -24.86% | |
| 43 | NEE | Nextera Energy INC | 股票-公用事業 | 0.40% | — | -14.59% | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.39% | — | +3.47% | |
| 45 | RTX | Rtx CORP | 股票-工業 | 0.39% | — | -46.78% | |
| 46 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.38% | — | -17.78% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.36% | — | -1.93% | |
| 48 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.35% | — | -13.01% | |
| 49 | SRE | Sempra | 股票-公用事業 | 0.34% | — | -36.93% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | — | -43.17% |