CIK: 0001841506
申報總市值
US$13.7億
僅顯示前 200 大持股（共 216 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 | 4.42% | +0.34% | -0.75% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.65% | — | +5.61% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.43% | — | -15.62% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 2.66% | — | -3.30% | |
| 5 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型股與成長 | 2.53% | — | +33.96% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.41% | — | +229.22% | |
| 7 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 1.92% | — | +17.22% | |
| 8 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 1.88% | — | +3.15% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.81% | — | +10.41% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.70% | -0.12% | +16.51% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.70% | +0.05% | +104.59% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 1.70% | +0.09% | -0.15% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.67% | -0.11% | +11.49% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.66% | +0.32% | +3.24% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.59% | +0.22% | -0.26% | |
| 16 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.47% | — | +36.90% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.47% | +0.04% | -1.30% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.45% | -0.53% | +13.49% | |
| 19 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.44% | — | +1.34% | |
| 20 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 1.43% | -0.92% | +19.11% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.41% | — | -4.92% | |
| 22 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 1.38% | — | -0.09% | |
| 23 | AVDE | Avantis International Equity | ETF-其他 | 1.37% | +0.39% | +16.60% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 1.35% | +0.07% | -1.78% | |
| 25 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.33% | -0.06% | — | |
| 26 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.32% | +0.02% | +9.43% | |
| 27 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.29% | — | +102.84% | |
| 28 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股與成長 | 1.21% | — | +17.53% | |
| 29 | SUB | Ishares Short-term National | ETF-其他 | 1.20% | — | +51.42% | |
| 30 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.12% | +0.31% | +28.57% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.08% | — | +6.31% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.06% | — | -15.01% | |
| 33 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.95% | -0.10% | — | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.94% | — | -9.66% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.88% | — | +14.65% | |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.88% | — | +765.12% | |
| 37 | AAPL | Apple INC | 股票-科技 | 0.84% | +0.06% | -5.85% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.83% | +0.44% | +51.72% | |
| 39 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.78% | — | +1.99% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.74% | — | -12.27% | |
| 41 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.74% | — | -10.06% | |
| 42 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.67% | — | -31.03% | |
| 43 | ISCF | Ishares International Small | ETF-其他 | 0.63% | — | +31.86% | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.62% | — | -2.89% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.59% | +0.03% | -6.86% | |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.58% | — | -33.97% | |
| 47 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.57% | — | +207.94% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.56% | — | +10.51% | |
| 49 | JEMA | Jpmorgan Activebuilders Emer | ETF-其他 | 0.55% | — | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.54% | — | +13.60% |