CIK: 0001841506
申報總市值
US$13.7億
僅顯示前 200 大持股（共 225 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 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 4.14% | — | +26.58% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.80% | +0.34% | +1.59% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.93% | — | +2.89% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.69% | — | -17.27% | |
| 5 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 2.11% | -0.92% | +46.64% | |
| 6 | AVDE | Avantis International Equity | ETF-其他 | 2.09% | +0.39% | +52.83% | |
| 7 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.97% | — | +36.98% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.96% | -0.12% | +2.71% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.93% | +0.02% | +16.21% | |
| 10 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.80% | -0.06% | +39.35% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.60% | — | +4.62% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.50% | -0.11% | +9.14% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.45% | -0.53% | +9.39% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.41% | +0.44% | +31.05% | |
| 15 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 1.37% | — | +14.28% | |
| 16 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.26% | — | +31.07% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.26% | -0.56% | +50.61% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.23% | +0.32% | -11.39% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.22% | +0.09% | +4.29% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.22% | — | +34.07% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.21% | +0.31% | +50.45% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.20% | +0.22% | +5.27% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.19% | — | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.14% | +0.04% | -2.54% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.04% | +0.05% | -1.06% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.04% | — | +4.78% | |
| 27 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.03% | — | +0.88% | |
| 28 | SUB | Ishares Short-term National | ETF-其他 | 0.98% | — | +10.69% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.93% | — | +12.68% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | — | +34.49% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.90% | — | +39.56% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.89% | — | -3.06% | |
| 33 | JEMA | Jpmorgan Activebuilders Emer | ETF-其他 | 0.89% | — | +13.03% | |
| 34 | AAPL | Apple INC | 股票-科技 | 0.88% | +0.06% | +12.26% | |
| 35 | ISCF | Ishares International Small | ETF-其他 | 0.81% | — | +42.52% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.80% | +0.07% | +5.29% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.75% | — | +7.31% | |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.72% | — | +4.02% | |
| 39 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.70% | — | +48.32% | |
| 40 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.70% | — | +51.44% | |
| 41 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.66% | — | +6.05% | |
| 42 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.64% | — | +50.89% | |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.62% | — | +52.53% | |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.60% | — | +58.03% | |
| 45 | TAXF | American Century Diver Muni | ETF-其他 | 0.59% | — | +69.01% | |
| 46 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.59% | — | +63.60% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.58% | — | -55.10% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.58% | — | -1.35% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.55% | +0.14% | +2773.43% | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.54% | — | +21.34% |