CIK: 0001992785
申報總市值
US$3.5億
僅顯示前 200 大持股（共 340 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 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 19.34% | +0.79% | +0.20% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 11.93% | +2.40% | +1.89% | |
| 3 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 11.57% | +1.14% | +0.65% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 11.16% | +0.19% | +0.74% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 7.79% | -7.35% | -1.98% | |
| 6 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 6.51% | +1.88% | +1.50% | |
| 7 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 5.90% | +0.65% | +1.95% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.83% | +0.68% | +1.09% | |
| 9 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.84% | -0.09% | +3.22% | |
| 10 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 2.65% | -0.21% | -2.96% | |
| 11 | NUDV | Nuveen Esg Dividend ETF | ETF-其他 | 1.59% | +0.17% | +1.99% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.11% | -0.03% | +6.78% | |
| 13 | USXF | Ishares Esg Advance Msci USA | ETF-其他 | 0.86% | -0.01% | +2.01% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | +0.02% | +19.08% | |
| 15 | NUEM | Nuveen Esg Emerging Markets | ETF-新興市場 | 0.47% | — | +0.68% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.46% | -0.12% | +0.80% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.44% | +0.11% | +31.00% | |
| 18 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.38% | -0.08% | -1.19% | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.31% | +0.08% | +12.07% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.31% | -0.30% | — | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.30% | -0.08% | +32.43% | |
| 22 | IDMO | Invesco S&p International De | ETF-其他 | 0.26% | +0.04% | +16.39% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.23% | — | — | |
| 24 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.22% | -0.12% | +21.87% | |
| 25 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.22% | — | -9.22% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.20% | -0.17% | +570.17% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.20% | — | — | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.19% | — | -17.09% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.18% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.18% | -0.03% | -2.87% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.16% | +0.05% | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.15% | — | +17.28% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.14% | -0.02% | — | |
| 34 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.14% | — | -23.72% | |
| 35 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.13% | — | -19.48% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.12% | -0.12% | +17.98% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.12% | — | +21.51% | |
| 38 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.11% | -0.07% | — | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | +0.03% | +36.71% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.11% | +0.03% | -3.29% | |
| 41 | BOTZ | Global X Robotics & Artifici | ETF-其他 | 0.11% | -0.02% | — | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.10% | — | — | |
| 43 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.10% | +0.04% | +19.85% | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.10% | — | — | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.10% | — | — | |
| 46 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.09% | +0.04% | +15.93% | |
| 47 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 0.09% | — | -16.47% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.08% | +0.04% | +8.48% | |
| 49 | CSX | Csx CORP | 股票-工業 | 0.08% | — | -0.01% | |
| 50 | WWD | Woodward INC | 股票-工業 | 0.08% | — | — |