CIK: 0001976256
申報總市值
US$3.3億
僅顯示前 200 大持股（共 959 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 | 11.06% | -0.70% | +9.00% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 7.11% | -0.43% | -0.94% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 6.97% | +0.11% | -3.73% | |
| 4 | AVDE | Avantis International Equity | ETF-其他 | 5.07% | -0.40% | +5.35% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.01% | -0.25% | -3.87% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.33% | -0.19% | -6.31% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.93% | -0.13% | -7.82% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 2.81% | +0.10% | +4.89% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.49% | +0.05% | -4.87% | |
| 10 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 2.21% | -0.12% | -1.70% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.09% | +0.03% | -3.95% | |
| 12 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 1.67% | -0.22% | +0.65% | |
| 13 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.65% | -0.11% | +8.37% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.62% | +0.01% | -0.56% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.58% | — | +0.15% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.55% | -0.07% | +10.96% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.51% | -0.06% | -1.79% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.30% | -0.02% | +1.60% | |
| 19 | TSLA | Tesla INC | 股票-循環性消費 | 1.28% | — | +3.60% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.28% | — | +8.28% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.22% | -0.03% | +0.17% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.18% | -0.08% | +1.37% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.17% | +0.03% | -2.58% | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.15% | +0.18% | -1.71% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.09% | -0.06% | +0.01% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | — | -3.87% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.04% | -0.08% | +3.95% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.86% | — | -7.56% | |
| 29 | DFAT | Dimensional US Target Value | ETF-其他 | 0.85% | -0.08% | -4.30% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | -7.65% | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.66% | -0.01% | -4.70% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.64% | +0.28% | +123.83% | |
| 33 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.63% | -0.05% | -10.73% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.59% | — | +2.27% | |
| 35 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.58% | +0.01% | -0.32% | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.52% | — | -4.47% | |
| 37 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.50% | — | -21.40% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.49% | -0.01% | +0.45% | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.48% | — | +0.09% | |
| 40 | ABBV | Abbvie INC | 股票-醫療保健 | 0.43% | — | -3.14% | |
| 41 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.42% | — | -0.08% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.38% | +0.02% | -4.32% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | — | -7.35% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.36% | — | -6.84% | |
| 45 | SCHK | Schwab 1000 Index ETF | ETF-大型股與成長 | 0.35% | — | — | |
| 46 | FPEI | First Trust Institutional Pr | ETF-其他 | 0.33% | — | -70.41% | |
| 47 | ELS | Equity Lifestyle Properties | 股票-房地產 | 0.33% | — | -12.97% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.32% | — | +0.13% | |
| 49 | FICO | Fair Isaac CORP | 股票-科技 | 0.31% | — | — | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.28% | -0.15% | +2.77% |