CIK: 0001841506
申報總市值
US$13.7億
僅顯示前 200 大持股（共 317 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 | 6.70% | -0.06% | +5.53% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.19% | +0.32% | -1.89% | |
| 3 | AVDE | Avantis International Equity | ETF-其他 | 4.14% | +0.39% | -2.47% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 3.93% | -0.11% | -0.60% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.77% | +0.22% | -0.41% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.26% | +0.34% | +2.24% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.12% | -0.12% | -15.05% | |
| 8 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 2.54% | -0.11% | -19.01% | |
| 9 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 2.45% | -0.04% | +1.47% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.17% | — | -0.88% | |
| 11 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.96% | -0.08% | +14.83% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.62% | +0.31% | -2.64% | |
| 13 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 1.44% | +0.09% | +6433.86% | |
| 14 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 1.39% | — | -0.35% | |
| 15 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 1.37% | -0.92% | -3.49% | |
| 16 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 1.24% | — | +4.17% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.24% | +0.09% | +0.30% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.04% | — | -0.70% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.03% | +0.06% | +1.57% | |
| 20 | VCRM | Vanguard Core Tax-ex Bond | ETF-其他 | 1.02% | — | -0.25% | |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.01% | -0.56% | +0.55% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.01% | -0.53% | -1.26% | |
| 23 | AVMC | Avantis US Mid Cap Eq ETF | ETF-其他 | 0.94% | +0.12% | -1.39% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.93% | — | +3.23% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.90% | — | +4.83% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | +0.05% | +0.61% | |
| 27 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 0.83% | — | +2.29% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.82% | +0.04% | — | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.79% | +0.02% | -0.26% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.76% | +0.14% | -1.12% | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.75% | +0.44% | -2.32% | |
| 32 | NUBD | Nuveen Esg US Aggregate Bond | ETF-其他 | 0.74% | — | +4.01% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.65% | +0.05% | +0.10% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.65% | +0.07% | -1.36% | |
| 35 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.63% | +0.11% | +1.35% | |
| 36 | VSDM | Vanguard Short Tax-ex Bond | ETF-其他 | 0.63% | +0.06% | +6.72% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.58% | +0.02% | +11.89% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.58% | +0.03% | +6.65% | |
| 39 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.56% | — | +7.35% | |
| 40 | GARP | Ishares Msci USA Quality Gar | ETF-其他 | 0.56% | +0.30% | +28.11% | |
| 41 | SCMB | Schwab Municipal Bond ETF | ETF-其他 | 0.55% | -0.13% | -7.42% | |
| 42 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.54% | -0.10% | -22.21% | |
| 43 | WMT | Walmart INC | 股票-非循環性消費 | 0.52% | — | +5.96% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | — | +0.32% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.48% | — | +8.58% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.48% | — | +1.99% | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.47% | — | -2.43% | |
| 48 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.47% | +0.26% | +2.52% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.47% | — | -4.51% | |
| 50 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.45% | — | +8.11% |