CIK: 0001867587
申報總市值
US$8.9億
僅顯示前 200 大持股（共 241 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 12.07% | +0.49% | -22.25% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 4.61% | — | +6.13% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.92% | -0.38% | +6.10% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.95% | — | +67.63% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.92% | +0.67% | +7.14% | |
| 6 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.90% | -0.06% | +3.47% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.85% | -1.74% | -1.78% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.76% | — | +5590.54% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.69% | — | +1.42% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.67% | +0.20% | -0.35% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.63% | — | +5.08% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.61% | -0.47% | +117.44% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.07% | -0.10% | +4039.06% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.88% | — | +6.22% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.68% | +0.22% | +6.99% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.57% | -0.36% | +1.58% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.53% | — | -31.01% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.52% | +0.81% | NEW | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.41% | — | +6.31% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.31% | — | +8.31% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.26% | — | +2.46% | |
| 22 | MBB | Ishares Mbs ETF | ETF-其他 | 1.23% | — | +6.28% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.21% | — | +13.42% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.15% | — | +6.08% | |
| 25 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.07% | — | -2.34% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.04% | — | -2.65% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.03% | — | -0.20% | |
| 28 | VOX | Vanguard Communication Servi | ETF-其他 | 1.02% | — | -2.42% | |
| 29 | VFH | Vanguard Financials ETF | ETF-其他 | 1.02% | — | +0.80% | |
| 30 | AAPL | Apple INC | 股票-科技 | 1.00% | — | +0.82% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.99% | — | +1.10% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.97% | — | +4.70% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.88% | — | +1.35% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.86% | — | +112.45% | |
| 35 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.77% | — | — | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | -0.18% | -4.25% | |
| 37 | SKOR | Flexshares Credit-scored US | ETF-其他 | 0.67% | — | +5.39% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.61% | — | +7.33% | |
| 39 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.60% | -0.14% | -8.88% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.58% | -0.12% | +7.15% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.56% | — | +1.09% | |
| 42 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.55% | — | +96.21% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.54% | -0.13% | +67.57% | |
| 44 | CRM | Salesforce INC | 股票-科技 | 0.53% | -0.13% | -7.11% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | -0.25% | -3.87% | |
| 46 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.44% | -0.11% | +0.14% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.44% | — | -3.24% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.40% | — | -51.21% | |
| 49 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.34% | — | +5.25% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | — | -0.16% |