CIK: 0001841506
申報總市值
US$13.7億
僅顯示前 200 大持股（共 304 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 | 6.38% | -0.06% | +5.60% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 4.25% | +0.22% | +0.12% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 4.00% | -0.11% | +5.92% | |
| 4 | AVDE | Avantis International Equity | ETF-其他 | 4.00% | +0.39% | +6.39% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.75% | +0.32% | +5.72% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.63% | -0.12% | +13.05% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.41% | +0.34% | +1.59% | |
| 8 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 3.18% | -0.11% | +4.93% | |
| 9 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 2.45% | -0.04% | +5.05% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.22% | — | +1.30% | |
| 11 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 1.69% | -0.92% | -2.51% | |
| 12 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.67% | -0.08% | +45.79% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.58% | +0.31% | +2.62% | |
| 14 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 1.41% | — | +19.53% | |
| 15 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 1.23% | — | +8.14% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | — | -0.31% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.18% | +0.09% | +6.53% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.17% | -0.53% | -26.44% | |
| 19 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.12% | -0.56% | -21.22% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.05% | +0.06% | +5.56% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | +0.05% | -3.63% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.01% | — | +1.28% | |
| 23 | AVMC | Avantis US Mid Cap Eq ETF | ETF-其他 | 1.00% | +0.12% | +3.08% | |
| 24 | VCRM | Vanguard Core Tax-ex Bond | ETF-其他 | 1.00% | — | +72.91% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.87% | +0.04% | -0.39% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | +0.14% | -2.03% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.83% | — | -2.26% | |
| 28 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 0.83% | — | +3.46% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.82% | +0.44% | -0.18% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.80% | +0.02% | +5.00% | |
| 31 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.72% | -0.10% | +8.32% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.71% | +0.05% | -0.80% | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.71% | +0.07% | +19.48% | |
| 34 | NUBD | Nuveen Esg US Aggregate Bond | ETF-其他 | 0.69% | — | +17.83% | |
| 35 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.67% | +0.11% | -2.59% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.67% | +0.03% | -3.38% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.59% | — | +1.73% | |
| 38 | SCMB | Schwab Municipal Bond ETF | ETF-其他 | 0.57% | -0.13% | +31.13% | |
| 39 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.55% | — | +1.06% | |
| 40 | VSDM | Vanguard Short Tax-ex Bond | ETF-其他 | 0.52% | +0.06% | +813.70% | |
| 41 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.50% | — | -1.31% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.49% | +0.02% | +7.77% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.47% | — | +0.15% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.47% | — | +20.59% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.45% | +0.03% | +2.41% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.44% | — | +15.62% | |
| 47 | WMT | Walmart INC | 股票-非循環性消費 | 0.43% | — | +4.08% | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.41% | — | +2.95% | |
| 49 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.41% | — | +6.40% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.39% | — | -41.15% |