CIK: 0001976256
申報總市值
US$3.3億
僅顯示前 200 大持股（共 512 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 | 11.56% | -0.70% | +7.31% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 7.63% | -0.43% | +2.73% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 7.18% | +0.11% | +0.54% | |
| 4 | AVDE | Avantis International Equity | ETF-其他 | 4.17% | -0.40% | +3.34% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.64% | -0.25% | -9.74% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.59% | -0.19% | +4.47% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.17% | -0.13% | -0.84% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.58% | +0.03% | +3.82% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.05% | +0.05% | -0.22% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.79% | +0.10% | +2.83% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.69% | -0.11% | +8.75% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.68% | -0.15% | +21.51% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.55% | — | -6.48% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.54% | -0.06% | +3.53% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | — | +0.27% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.40% | -0.02% | +29.39% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.38% | +0.18% | +3.45% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.37% | +0.01% | +1.43% | |
| 19 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.36% | — | +13.72% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.32% | — | +23.03% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.22% | -0.03% | +1.03% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.19% | -0.06% | -13.59% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.13% | -0.08% | +2.00% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.12% | — | -3.22% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | — | — | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.95% | +0.03% | +922.89% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.91% | — | +27.41% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.89% | — | +17.73% | |
| 29 | DFAT | Dimensional US Target Value | ETF-其他 | 0.82% | -0.08% | +11.96% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.73% | — | +35.27% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.72% | — | -4.09% | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.68% | — | +8.55% | |
| 33 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.61% | — | -2.51% | |
| 34 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.60% | -0.07% | +28.57% | |
| 35 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.60% | -0.01% | -1.34% | |
| 36 | ELS | Equity Lifestyle Properties | 股票-房地產 | 0.59% | — | — | |
| 37 | TSLA | Tesla INC | 股票-循環性消費 | 0.58% | — | +5.72% | |
| 38 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.58% | -0.05% | +3.80% | |
| 39 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.56% | +0.01% | +8.04% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.56% | — | +5.66% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.49% | — | -0.10% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | — | -3.01% | |
| 43 | ABBV | Abbvie INC | 股票-醫療保健 | 0.46% | — | — | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.43% | +0.02% | -0.11% | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.42% | — | -4.35% | |
| 46 | AVB | Avalonbay Communities INC | 股票-房地產 | 0.39% | — | — | |
| 47 | HPQ | Hp INC | 股票-科技 | 0.36% | — | +1.15% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.36% | +0.23% | -4.47% | |
| 49 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 0.36% | — | -2.72% | |
| 50 | PSA | Public Storage | 股票-房地產 | 0.34% | — | — |