CIK: 0001985414
申報總市值
US$4.7億
僅顯示前 200 大持股（共 590 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 | 4.94% | — | -0.40% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 4.40% | +0.11% | -1.74% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 4.26% | +0.22% | +4.87% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 4.06% | -0.08% | +2.08% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.82% | +0.14% | +2.80% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.44% | -0.21% | +1.80% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.84% | +0.07% | -1.03% | |
| 8 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 2.82% | +0.08% | +3.48% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.68% | -0.10% | -5.67% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.68% | -0.04% | +1.75% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.55% | +0.07% | +3.91% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.40% | — | +2.70% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.22% | — | -0.41% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 2.16% | +0.08% | +2.39% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.08% | +0.05% | +5.98% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.87% | +0.16% | +3.19% | |
| 17 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.75% | +0.06% | +3.13% | |
| 18 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.63% | +0.07% | +0.01% | |
| 19 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 1.57% | +0.13% | +17.80% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.44% | -0.03% | -1.31% | |
| 21 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.40% | +0.04% | -4.60% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.40% | — | +2.11% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.29% | — | +4.38% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.27% | — | +1.54% | |
| 25 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 1.24% | — | +1.12% | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.21% | — | +5.90% | |
| 27 | DFAT | Dimensional US Target Value | ETF-其他 | 1.16% | — | -8.40% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 1.15% | — | -2.77% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.02% | +0.05% | +1.45% | |
| 30 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 1.01% | — | +2.55% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | -0.06% | +6.42% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.99% | — | +2.68% | |
| 33 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.92% | — | -0.86% | |
| 34 | TITN | Titan Machinery INC | 股票-其他 | 0.89% | +0.10% | — | |
| 35 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.87% | +0.05% | +10.93% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | -0.18% | -0.90% | |
| 37 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.86% | — | +30.20% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.74% | -0.04% | +33.41% | |
| 39 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.74% | — | +0.33% | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.74% | +0.07% | +9.61% | |
| 41 | AAPL | Apple INC | 股票-科技 | 0.73% | -0.06% | -3.03% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.66% | -0.04% | -4.37% | |
| 43 | TROW | T Rowe Price Group INC | 股票-金融 | 0.66% | -0.07% | — | |
| 44 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 0.64% | +0.08% | — | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.62% | -0.09% | -0.25% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.57% | — | -0.53% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.53% | -0.04% | -0.45% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.50% | -0.06% | -0.38% | |
| 49 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.42% | -0.10% | -14.25% | |
| 50 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.40% | — | +11.76% |