CIK: 0001800328
申報總市值
US$13.5億
僅顯示前 200 大持股（共 226 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 | 12.83% | +0.15% | -7.11% | |
| 2 | VONE | Vanguard Russell 1000 | ETF-其他 | 7.87% | — | -10.04% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 7.20% | -2.13% | +69.17% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 5.59% | +0.04% | +74.47% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 5.28% | -0.32% | +48.79% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 4.38% | +0.16% | +10.91% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.74% | -0.13% | +0.77% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.38% | +0.02% | -0.85% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.94% | -0.11% | -1.87% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.81% | — | -5.58% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.49% | -0.16% | +5.17% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.43% | +1.47% | +12.69% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 2.16% | — | +9.98% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.95% | -0.07% | -2.46% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.73% | — | -0.86% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.55% | +0.05% | +151.65% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.53% | -0.19% | -31.10% | |
| 18 | MBB | Ishares Mbs ETF | ETF-其他 | 1.48% | — | +5.13% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.45% | -0.08% | -1.76% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.43% | -0.15% | -61.55% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.41% | — | +12.03% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.20% | — | -5.82% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.07% | — | +865.44% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.05% | -0.11% | +3.40% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.88% | — | +9.05% | |
| 26 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.78% | — | -30.07% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.66% | — | -0.71% | |
| 28 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.66% | — | -1.51% | |
| 29 | SUB | Ishares Short-term National | ETF-其他 | 0.60% | — | +0.49% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.60% | — | +13.65% | |
| 31 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.59% | — | -33.86% | |
| 32 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.57% | — | +3.64% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | — | +1.32% | |
| 34 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.44% | — | +11.17% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.42% | -0.14% | -19.65% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.40% | +0.10% | -0.19% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.40% | +0.53% | +41.90% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.29% | +0.12% | +5.03% | |
| 39 | XLSR | Ss US Sector Rotation | ETF-其他 | 0.28% | +0.09% | -0.46% | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.28% | — | +9.10% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.27% | +0.10% | -0.42% | |
| 42 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.26% | — | -0.23% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.24% | — | +4.47% | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.22% | +0.04% | -7.54% | |
| 45 | GIGB | Goldman Sachs Inv Grd CORP | ETF-避險與商品 | 0.22% | — | — | |
| 46 | TSLA | Tesla INC | 股票-循環性消費 | 0.21% | — | -33.39% | |
| 47 | LCTU | Ishares U.s. Carbon Transiti | ETF-其他 | 0.21% | — | -8.47% | |
| 48 | WDAY | Workday Inc-class A | 股票-科技 | 0.20% | — | +0.35% | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.19% | — | -24.90% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.19% | — | -0.82% |