CIK: 0001976256
申報總市值
US$3.3億
僅顯示前 200 大持股（共 870 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 | 10.36% | -0.70% | +2.43% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 7.21% | +0.11% | +0.86% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 7.05% | -0.43% | +1.78% | |
| 4 | AVDE | Avantis International Equity | ETF-其他 | 4.69% | -0.40% | +3.38% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.15% | -0.25% | +1.51% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.66% | -0.19% | +0.31% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.03% | -0.13% | +13.47% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 2.66% | +0.10% | +6.12% | |
| 9 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 2.24% | -0.12% | +0.24% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.18% | +0.03% | -1.86% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.07% | +0.05% | +0.52% | |
| 12 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 1.70% | -0.22% | +5.96% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.61% | — | -5.55% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.60% | -0.11% | +6.48% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.53% | -0.06% | -0.39% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.39% | -0.07% | +21.79% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.29% | +0.01% | -0.26% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.27% | -0.02% | +1.77% | |
| 19 | TSLA | Tesla INC | 股票-循環性消費 | 1.24% | — | -12.01% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.23% | -0.03% | +0.04% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | — | +9.01% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.22% | +0.03% | +27.62% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.19% | — | -0.26% | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.16% | +0.18% | -3.96% | |
| 25 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.14% | — | -14.61% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.13% | -0.08% | -6.25% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.09% | -0.06% | +0.01% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.04% | -0.08% | +0.86% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.93% | — | -0.11% | |
| 30 | DFAT | Dimensional US Target Value | ETF-其他 | 0.88% | -0.08% | +7.31% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | — | -2.43% | |
| 32 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.71% | -0.05% | -0.77% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.69% | -0.01% | +1.99% | |
| 34 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.64% | — | -1.71% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.57% | — | +0.15% | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.56% | +0.01% | +20.28% | |
| 37 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.53% | — | -1.59% | |
| 38 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.49% | — | +0.05% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.48% | -0.01% | +0.44% | |
| 40 | ABBV | Abbvie INC | 股票-醫療保健 | 0.46% | — | +1.92% | |
| 41 | STRL | Sterling Infrastructure INC | 股票-工業 | 0.44% | +0.14% | -21.17% | |
| 42 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.41% | — | +0.23% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.39% | +0.02% | +3.15% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | +4.80% | |
| 45 | ELS | Equity Lifestyle Properties | 股票-房地產 | 0.39% | — | -5.28% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.39% | — | +0.08% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.38% | — | +19.56% | |
| 48 | SCHK | Schwab 1000 Index ETF | ETF-大型股與成長 | 0.35% | — | -1.61% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.32% | — | -5.37% | |
| 50 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.30% | — | +0.27% |