CIK: 0001976256
申報總市值
US$3.3億
僅顯示前 200 大持股（共 356 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 | 15.92% | -0.70% | +6.78% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 10.44% | -0.43% | +6.17% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 8.73% | +0.11% | +31.54% | |
| 4 | AVDE | Avantis International Equity | ETF-其他 | 6.08% | -0.40% | +2.28% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.09% | -0.19% | +12.79% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.69% | +0.03% | +3.37% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.53% | — | -9.29% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 2.66% | +0.10% | +0.77% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.12% | -0.13% | -5.58% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.95% | +0.18% | +1.88% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.89% | -0.06% | +0.04% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.71% | -0.08% | +1.45% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.66% | +0.01% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.54% | +0.05% | -4.37% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.54% | — | -10.29% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.40% | -0.03% | +4.41% | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 1.17% | — | -1.85% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.06% | -0.01% | +0.09% | |
| 19 | DFAT | Dimensional US Target Value | ETF-其他 | 1.04% | -0.08% | +43.01% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.03% | — | -0.78% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.01% | -0.02% | +74.80% | |
| 22 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 0.95% | — | -32.76% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.78% | — | -0.21% | |
| 24 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.78% | -0.05% | — | |
| 25 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.70% | — | +0.29% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.66% | — | +9.49% | |
| 27 | HPQ | Hp INC | 股票-科技 | 0.58% | — | — | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | — | -14.57% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.46% | — | -29.03% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.45% | — | -5.00% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.44% | — | -3.24% | |
| 32 | A | Agilent Technologies INC | 股票-醫療保健 | 0.43% | — | +1.21% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.42% | — | — | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.40% | — | -1.58% | |
| 35 | ADBE | Adobe INC | 股票-科技 | 0.39% | — | — | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.38% | — | -14.30% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | — | — | |
| 38 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 0.35% | — | -6.26% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.34% | — | +1.57% | |
| 40 | KEYS | Keysight Technologies In | 股票-科技 | 0.34% | +0.02% | +1.04% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.33% | -0.01% | +0.34% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.32% | -0.06% | +0.05% | |
| 43 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.32% | +0.11% | — | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.29% | +0.02% | +4.63% | |
| 45 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.28% | +0.01% | -23.74% | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.27% | — | -6.57% | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.23% | — | — | |
| 48 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.22% | — | — | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.21% | — | +0.09% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.20% | — | — |