CIK: 0001954242
申報總市值
US$13.7億
僅顯示前 200 大持股（共 291 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 6.44% | — | +1.25% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.52% | +0.18% | +1.86% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.40% | — | +3.99% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 3.22% | -0.15% | +0.22% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.01% | -0.27% | +5.59% | |
| 6 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 2.86% | +0.31% | +1.82% | |
| 7 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 2.68% | — | — | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.50% | +0.15% | +4.67% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.43% | — | +3.95% | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.28% | — | -0.67% | |
| 11 | WTMF | Wisdomtree Mgd Futures Strat | ETF-其他 | 1.85% | — | +8.21% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.80% | — | +2.48% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.79% | — | +2.81% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 1.71% | +0.42% | +2.68% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.71% | — | +2.98% | |
| 16 | MOOD | Relative Sentiment Tact Allo | ETF-其他 | 1.61% | +0.45% | +6.77% | |
| 17 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.60% | — | — | |
| 18 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 1.58% | — | +1.86% | |
| 19 | PWB | Invesco Large Cap Growth ETF | ETF-大型股與成長 | 1.58% | +0.52% | NEW | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.57% | — | +7.94% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.53% | — | +0.57% | |
| 22 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-其他 | 1.52% | — | +6.58% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.51% | +0.16% | +5.69% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.39% | — | +0.23% | |
| 25 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.33% | — | +2761.13% | |
| 26 | QVAL | Alpha Arch US Qnt Value ETF | ETF-其他 | 1.27% | — | +31.80% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.26% | -0.57% | — | |
| 28 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 1.24% | +0.74% | — | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | -0.14% | +1.43% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.09% | — | +312.57% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.02% | — | +1.23% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.96% | — | +5.80% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | +0.14% | +1.05% | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.93% | — | -28.45% | |
| 35 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.84% | — | +6.58% | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.83% | — | +2.85% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.80% | — | +17.31% | |
| 38 | QMOM | Alpha US Quant Mom ETF | ETF-其他 | 0.71% | -0.13% | +42.78% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | -1.78% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.67% | — | +0.25% | |
| 41 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.66% | — | -36.67% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | — | +136.88% | |
| 43 | IOFIX | Alphacentric Income Opp-i | 股票-其他 | 0.59% | — | +5.86% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.58% | — | -22.20% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.57% | -0.42% | +90.44% | |
| 46 | TRSTX | T Rowe Pr Ult Sh-trm Bnd-i | 股票-其他 | 0.55% | — | +1.25% | |
| 47 | WHOSX | Wasatch Hoisington US Tr-inv | 股票-其他 | 0.54% | — | -2.35% | |
| 48 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.50% | — | — | |
| 49 | MLPA | Global X Mlp ETF | ETF-其他 | 0.50% | — | +2.43% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.49% | — | +11.89% |