CIK: 0001841506
申報總市值
US$13.7億
僅顯示前 200 大持股（共 214 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.93% | +0.34% | +344.23% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.40% | — | +0.02% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.83% | — | +126.12% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 2.95% | — | +3.43% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 2.10% | — | +20.26% | |
| 6 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型股與成長 | 2.08% | — | +17.57% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.83% | +0.22% | +52.75% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.80% | — | +1898.76% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.78% | +0.32% | +15.22% | |
| 10 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 1.77% | — | +10.99% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.77% | +0.09% | -11.76% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.63% | +0.04% | +2.56% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.61% | -0.12% | +8.75% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.60% | +0.07% | -12.20% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.58% | -0.11% | +60.21% | |
| 16 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.58% | — | +5.77% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.57% | — | +29.81% | |
| 18 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 1.54% | — | +12.84% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.44% | -0.53% | -15.47% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.39% | — | +26.85% | |
| 21 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 1.37% | -0.92% | +15.49% | |
| 22 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.33% | +0.02% | +6.02% | |
| 23 | AVDE | Avantis International Equity | ETF-其他 | 1.28% | +0.39% | +17.12% | |
| 24 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.19% | — | +1628.46% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.15% | — | +1.10% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.14% | — | +20.03% | |
| 27 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股與成長 | 1.12% | — | +9.73% | |
| 28 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.07% | — | +6.60% | |
| 29 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.97% | +0.31% | +19.08% | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.97% | — | -5.06% | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.95% | +0.06% | +35.16% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.93% | — | +8.70% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.91% | +0.05% | -2.60% | |
| 34 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.90% | — | +2.92% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.88% | — | +6.18% | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.86% | — | +22.54% | |
| 37 | SUB | Ishares Short-term National | ETF-其他 | 0.85% | — | +10.61% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.81% | — | +288.12% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.78% | — | +16.60% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.71% | +0.03% | +21.36% | |
| 41 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 0.69% | — | +10.93% | |
| 42 | BBCB | Jpmorgan Betabuilders Usd In | ETF-其他 | 0.66% | — | +0.41% | |
| 43 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.66% | — | +31.70% | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.63% | — | +3.91% | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.61% | +0.44% | +7.92% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.58% | — | -25.49% | |
| 47 | ULST | Ss Ultra Short Tm Bond ETF | ETF-其他 | 0.58% | — | -24.55% | |
| 48 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.57% | — | -8.80% | |
| 49 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.57% | — | +16.55% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.55% | — | +2.81% |