CIK: 0001976256
申報總市值
US$3.3億
僅顯示前 200 大持股（共 500 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 | 10.86% | -0.70% | +3.62% | |
| 2 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 7.41% | +0.10% | +327.18% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 7.25% | -0.43% | +197.74% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 7.03% | +0.11% | +0.57% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.86% | -0.19% | +7.36% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.54% | -0.25% | +206.40% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.29% | -0.13% | -1.33% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.65% | +0.03% | +4.90% | |
| 9 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 2.25% | -0.02% | +34.16% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.03% | — | +46.58% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.88% | +0.05% | -2.36% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.72% | -0.06% | +4.36% | |
| 13 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 1.71% | -0.22% | +649.21% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.60% | -0.11% | -4.96% | |
| 15 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.51% | — | +14.76% | |
| 16 | TSLA | Tesla INC | 股票-循環性消費 | 1.46% | — | +37.71% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.21% | +0.01% | -4.72% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.18% | -0.03% | -1.20% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.17% | -0.06% | +205.22% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.14% | — | -0.85% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.13% | -0.08% | +2792.58% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.13% | -0.08% | +9.66% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.06% | — | +212.52% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.05% | — | -2.64% | |
| 25 | DFAT | Dimensional US Target Value | ETF-其他 | 0.98% | -0.08% | +1.35% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | — | -0.10% | |
| 27 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.89% | -0.07% | +44.50% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.71% | — | — | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | +0.03% | -4.59% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.66% | +0.01% | +11.35% | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.62% | — | +3.33% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.58% | — | -1.28% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.58% | — | -15.94% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.58% | -0.01% | -0.66% | |
| 35 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.56% | -0.05% | +0.57% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.55% | -0.15% | -67.95% | |
| 37 | ELS | Equity Lifestyle Properties | 股票-房地產 | 0.53% | — | -1.53% | |
| 38 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.53% | — | +1.85% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.49% | — | +103.02% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.45% | — | +0.27% | |
| 41 | ABBV | Abbvie INC | 股票-醫療保健 | 0.42% | — | -2.56% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.41% | +0.02% | +93.33% | |
| 43 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.40% | — | — | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.40% | — | -11.99% | |
| 45 | AVB | Avalonbay Communities INC | 股票-房地產 | 0.36% | — | -2.24% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.33% | — | +0.61% | |
| 47 | PSA | Public Storage | 股票-房地產 | 0.32% | — | -0.40% | |
| 48 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 0.31% | — | +197.26% | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.31% | — | +1785.35% | |
| 50 | HPQ | Hp INC | 股票-科技 | 0.29% | — | -2.01% |