CIK: 0001841506
申報總市值
US$13.7億
僅顯示前 200 大持股（共 285 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 | 6.33% | -0.06% | +10.23% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.98% | +0.22% | +4.57% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 3.75% | -0.11% | +6.30% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.46% | +0.34% | +1.05% | |
| 5 | AVDE | Avantis International Equity | ETF-其他 | 3.36% | +0.39% | +8.19% | |
| 6 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 3.15% | -0.11% | +10.43% | |
| 7 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 3.01% | -0.92% | +6.09% | |
| 8 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 2.49% | -0.04% | +9.34% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.99% | +0.32% | +17.02% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.88% | -0.53% | +0.75% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.81% | — | +3.56% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.71% | -0.56% | +0.93% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.71% | -0.12% | +3.61% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.56% | +0.06% | +6.95% | |
| 15 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.40% | — | +9.43% | |
| 16 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.37% | -0.08% | +40.04% | |
| 17 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 1.35% | — | +42.27% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.26% | — | +15.99% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.22% | +0.31% | +6.73% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 1.18% | — | -10.61% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 1.17% | +0.09% | +5.39% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.99% | — | +25.34% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | +0.05% | +6.11% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.92% | +0.04% | -0.30% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.90% | — | +8.05% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.87% | — | +8.09% | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.86% | +0.11% | -2.48% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.84% | +0.14% | +3.31% | |
| 29 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.84% | -0.10% | +17.94% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.82% | +0.02% | -2.86% | |
| 31 | SCMB | Schwab Municipal Bond ETF | ETF-其他 | 0.76% | -0.13% | +174.44% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.72% | +0.05% | -8.69% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.70% | — | +4.16% | |
| 34 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.68% | — | +2.02% | |
| 35 | NUBD | Nuveen Esg US Aggregate Bond | ETF-其他 | 0.68% | — | +19.55% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.67% | +0.03% | -10.10% | |
| 37 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 0.66% | — | -10.99% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.66% | +0.07% | +2.72% | |
| 39 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.65% | +0.44% | -2.33% | |
| 40 | AVMC | Avantis US Mid Cap Eq ETF | ETF-其他 | 0.61% | +0.12% | +2.92% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.59% | — | +8.21% | |
| 42 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.55% | — | +2.02% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.48% | — | -0.49% | |
| 44 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.48% | — | +9.37% | |
| 45 | WMT | Walmart INC | 股票-非循環性消費 | 0.47% | — | -12.13% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.44% | — | -1.68% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.43% | -0.12% | +9.56% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.43% | — | +26.53% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.43% | — | +8.47% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | — | +0.09% |