CIK: 0001856022
申報總市值
US$87.4億
僅顯示前 200 大持股（共 2532 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 6.65% | +0.42% | +2.83% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 6.56% | -0.25% | -1.39% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 6.06% | -0.15% | -1.32% | |
| 4 | VUSE | Vident US Eqty Strat ETF | ETF-其他 | 5.96% | -0.34% | -0.03% | |
| 5 | VBND | Vident US Bond Strat ETF | ETF-其他 | 5.32% | +0.10% | +3.46% | |
| 6 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 5.24% | +0.12% | -7.15% | |
| 7 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 5.14% | -0.14% | -11.13% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.25% | +0.68% | -11.04% | |
| 9 | VIDI | Vident Intl Eqty Strat ETF | ETF-其他 | 3.84% | +0.15% | -2.53% | |
| 10 | JMOM | Jpmorgan US Momentum Factor | ETF-其他 | 3.61% | +0.10% | +9.21% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 3.55% | -0.24% | -2.37% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 3.54% | -0.28% | -16.98% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.51% | -0.01% | +9.60% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.71% | +0.07% | +2.87% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.46% | +0.16% | +19.54% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.23% | -0.14% | -1.73% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.87% | — | -0.81% | |
| 18 | MBB | Ishares Mbs ETF | ETF-其他 | 1.40% | -0.30% | +1.62% | |
| 19 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.10% | +0.04% | -3.53% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.03% | -0.21% | -4.99% | |
| 21 | TDTF | Flexshares Iboxx 5-year Targ | ETF-其他 | 1.01% | — | -0.30% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.00% | +0.16% | -22.05% | |
| 23 | IAUM | Ishares Gold Trust Micro | ETF-避險與商品 | 0.85% | — | -4.04% | |
| 24 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.74% | +0.05% | -0.64% | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.68% | — | -0.58% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.57% | -0.08% | -1.20% | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.56% | -0.04% | -7.78% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.53% | -0.04% | -2.58% | |
| 29 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.48% | — | -0.04% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.44% | +0.04% | -3.01% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.41% | — | +4.84% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.35% | -0.08% | +3.06% | |
| 33 | GPN | Global Payments INC | 股票-工業 | 0.33% | -0.09% | -9.70% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.31% | +0.06% | -3.56% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.26% | -0.02% | +23.64% | |
| 36 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.26% | +0.24% | +171.35% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.26% | — | -11.49% | |
| 38 | AFL | Aflac INC | 股票-金融 | 0.25% | -0.02% | -3.93% | |
| 39 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.22% | -0.04% | -7.95% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.20% | — | -5.34% | |
| 41 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 0.19% | — | -3.53% | |
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.19% | — | -1.00% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.17% | -0.03% | -4.14% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.17% | — | -1.63% | |
| 45 | CAT | Caterpillar INC | 股票-工業 | 0.17% | +0.03% | +10.24% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.16% | — | -0.93% | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.15% | -0.14% | -7.87% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.15% | — | -19.57% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.15% | — | +16.10% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.15% | +0.05% | -0.18% |