CIK: 0001954242
申報總市值
US$13.7億
僅顯示前 200 大持股（共 296 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 | 6.39% | — | +3.29% | |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 4.84% | +0.74% | +314.98% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.44% | — | +5.11% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.39% | +0.18% | +1.41% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.31% | -0.27% | +8.35% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 3.03% | -0.15% | +4.74% | |
| 7 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 2.83% | +0.31% | +1.93% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.41% | +0.15% | +6.08% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.29% | — | +3.01% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.28% | -0.42% | +605.70% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.16% | — | +1.84% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.07% | — | +4130.86% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.93% | — | -0.32% | |
| 14 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.74% | — | +4.76% | |
| 15 | WTMF | Wisdomtree Mgd Futures Strat | ETF-其他 | 1.74% | — | +4.51% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.69% | — | +1.76% | |
| 17 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 1.65% | — | — | |
| 18 | MOOD | Relative Sentiment Tact Allo | ETF-其他 | 1.61% | +0.45% | +4.66% | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 1.56% | +0.42% | +1.50% | |
| 20 | PWB | Invesco Large Cap Growth ETF | ETF-大型股與成長 | 1.52% | +0.52% | NEW | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.52% | — | +4.95% | |
| 22 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 1.51% | — | +1.33% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.44% | +0.16% | +5.97% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.40% | — | -1.46% | |
| 25 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.38% | — | +1.69% | |
| 26 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-其他 | 1.31% | — | +0.27% | |
| 27 | QVAL | Alpha Arch US Qnt Value ETF | ETF-其他 | 1.22% | — | +8.26% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.20% | +0.55% | NEW | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.06% | — | -0.09% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.04% | — | +8.96% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | -0.14% | -6.37% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.92% | — | +0.97% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | +0.14% | +3.01% | |
| 34 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.84% | — | -2.18% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.79% | — | +10.04% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.74% | -0.57% | -42.38% | |
| 37 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.72% | — | -16.50% | |
| 38 | QMOM | Alpha US Quant Mom ETF | ETF-其他 | 0.69% | -0.13% | +6.55% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.66% | — | +1.33% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | — | +0.02% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | — | +644.91% | |
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.60% | — | -27.22% | |
| 43 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.55% | — | -10.60% | |
| 44 | IOFIX | Alphacentric Income Opp-i | 股票-其他 | 0.54% | — | +1.66% | |
| 45 | TRSTX | T Rowe Pr Ult Sh-trm Bnd-i | 股票-其他 | 0.52% | — | +1.32% | |
| 46 | LEAD | Siren Divcon Leaders Dividen | ETF-其他 | 0.51% | — | +64.98% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.50% | — | +3.64% | |
| 48 | WHOSX | Wasatch Hoisington US Tr-inv | 股票-其他 | 0.49% | — | +0.88% | |
| 49 | MLPA | Global X Mlp ETF | ETF-其他 | 0.48% | — | +1.77% | |
| 50 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.46% | — | -3.66% |