CIK: 0001976256
申報總市值
US$3.3億
僅顯示前 200 大持股（共 446 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 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 11.64% | -0.70% | +0.37% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 7.39% | -0.43% | -0.05% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 6.17% | +0.11% | +1.79% | |
| 4 | AVDE | Avantis International Equity | ETF-其他 | 4.40% | -0.40% | +0.25% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.72% | -0.25% | +613370.00% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.49% | -0.19% | -0.10% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.06% | -0.13% | +129.76% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.60% | +0.03% | -0.07% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.27% | +0.05% | +109.69% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.21% | — | +1.55% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.86% | +0.10% | -0.12% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.72% | — | +375.47% | |
| 13 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.58% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.51% | -0.06% | +17.47% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.41% | -0.06% | +589.45% | |
| 16 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.36% | +0.18% | -0.39% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.29% | -0.11% | — | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.29% | +0.01% | +0.37% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.22% | -0.08% | -0.25% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.07% | — | — | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.03% | -0.15% | — | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.97% | -0.03% | — | |
| 23 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.94% | — | — | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.91% | — | +554.70% | |
| 25 | TSLA | Tesla INC | 股票-循環性消費 | 0.81% | — | +2.21% | |
| 26 | DFAT | Dimensional US Target Value | ETF-其他 | 0.74% | -0.08% | -0.48% | |
| 27 | ELS | Equity Lifestyle Properties | 股票-房地產 | 0.73% | — | — | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.72% | -0.01% | — | |
| 29 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.71% | — | — | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.71% | -0.02% | — | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | +0.23% | +780.10% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.64% | — | — | |
| 33 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 0.63% | — | — | |
| 34 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.60% | -0.05% | — | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.58% | — | +337.20% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.53% | — | — | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.53% | — | +331.87% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.53% | — | — | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.52% | +0.02% | +168.48% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.50% | — | +1028.33% | |
| 41 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.50% | — | — | |
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.48% | +0.01% | +145.47% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.48% | — | +1833.24% | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.47% | — | +810.65% | |
| 45 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.46% | — | — | |
| 46 | PLD | Prologis INC | 股票-房地產 | 0.45% | — | — | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.45% | +0.03% | — | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.44% | — | — | |
| 49 | AVB | Avalonbay Communities INC | 股票-房地產 | 0.41% | — | — | |
| 50 | PSA | Public Storage | 股票-房地產 | 0.40% | — | — |