CIK: 0001841506
申報總市值
US$13.7億
僅顯示前 200 大持股（共 276 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 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 6.23% | -0.06% | +13.18% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 3.77% | -0.11% | +23.57% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.72% | +0.22% | +22.97% | |
| 4 | AVDE | Avantis International Equity | ETF-其他 | 3.51% | +0.39% | +8.81% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.46% | +0.34% | -0.18% | |
| 6 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 3.36% | -0.92% | +9.64% | |
| 7 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 3.11% | -0.11% | +12.94% | |
| 8 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 2.42% | -0.04% | +16.76% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.95% | — | +10.48% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.94% | -0.53% | +26.39% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.94% | +0.32% | +14.16% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.81% | -0.56% | +30.27% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.76% | -0.12% | +16.79% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.40% | +0.06% | +32.25% | |
| 15 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 1.40% | — | +43.18% | |
| 16 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.37% | — | +11.68% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.30% | +0.31% | +8.44% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.19% | +0.09% | +2.62% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.15% | — | +7.20% | |
| 20 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.06% | -0.08% | +119.47% | |
| 21 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 1.02% | — | +112.32% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.93% | +0.04% | — | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.92% | — | +5.52% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.88% | — | +0.82% | |
| 25 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.87% | +0.02% | -9.97% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.87% | +0.05% | +12.92% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.83% | — | -13.11% | |
| 28 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 0.81% | — | -40.65% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.80% | +0.05% | -3.73% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.78% | +0.11% | +10.77% | |
| 31 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.75% | -0.10% | +21.54% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.74% | +0.14% | +9.47% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.71% | — | +8.36% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.69% | +0.44% | -8.72% | |
| 35 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.68% | — | +2.31% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.62% | +0.07% | +2.51% | |
| 37 | NUBD | Nuveen Esg US Aggregate Bond | ETF-其他 | 0.61% | — | +39.46% | |
| 38 | AVMC | Avantis US Mid Cap Eq ETF | ETF-其他 | 0.60% | +0.12% | +13.92% | |
| 39 | SCMB | Schwab Municipal Bond ETF | ETF-其他 | 0.59% | -0.13% | -1.65% | |
| 40 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.58% | — | +3.00% | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.58% | +0.03% | +944.51% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.55% | — | +15.51% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.51% | — | -6.10% | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.49% | — | +4.65% | |
| 45 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.46% | — | +0.17% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.45% | +0.03% | -2.84% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.45% | — | +1.72% | |
| 48 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.44% | — | +10.26% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.44% | — | +7.25% | |
| 50 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.44% | — | +2.51% |