CIK: 0001985414
申報總市值
US$4.7億
僅顯示前 200 大持股（共 592 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 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 5.96% | — | -4.34% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 5.40% | +0.11% | +4.97% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 5.02% | +0.22% | -2.61% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 4.09% | -0.08% | -10.77% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 3.16% | +0.08% | -3.25% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.04% | +0.14% | +0.74% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.99% | -0.21% | -1.20% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.88% | +0.07% | -5.15% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.81% | -0.04% | -13.56% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.78% | -0.10% | -0.27% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.75% | — | +3.30% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.34% | +0.05% | -0.17% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.27% | +0.16% | -6.67% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.22% | +0.07% | +5.86% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.19% | — | +0.08% | |
| 16 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 1.90% | — | -5.33% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.84% | +0.08% | +1.58% | |
| 18 | TITN | Titan Machinery INC | 股票-其他 | 1.82% | +0.10% | — | |
| 19 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.63% | +0.07% | -1.52% | |
| 20 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.62% | +0.06% | +3.87% | |
| 21 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.54% | +0.04% | +0.16% | |
| 22 | PGX | Invesco Preferred ETF | ETF-其他 | 1.53% | — | +9.08% | |
| 23 | DFAT | Dimensional US Target Value | ETF-其他 | 1.52% | — | -1.50% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.33% | -0.03% | -1.47% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.30% | — | -0.38% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.19% | +0.05% | -1.02% | |
| 27 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.97% | +0.13% | +6635.91% | |
| 28 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.90% | — | +8.15% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | -0.06% | +5.69% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.86% | — | +26.37% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.84% | — | +16.11% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.18% | -0.43% | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.77% | -0.06% | -0.49% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.71% | — | +9.91% | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.71% | — | -4.97% | |
| 36 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.67% | — | +1716.15% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.64% | +0.07% | +3466.22% | |
| 38 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.62% | — | -2.38% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.62% | -0.04% | -0.25% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.61% | — | +36.04% | |
| 41 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.53% | — | — | |
| 42 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.50% | +0.05% | +22.39% | |
| 43 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.49% | — | +10.80% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.48% | -0.04% | -1.60% | |
| 45 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.46% | — | -6.00% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.46% | -0.09% | +10.15% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.45% | -0.06% | — | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.43% | — | -2.78% | |
| 49 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.40% | — | +23.57% | |
| 50 | EMR | Emerson Electric Co | 股票-工業 | 0.40% | — | — |