CIK: 0001867587
申報總市值
US$8.9億
僅顯示前 200 大持股（共 271 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.49% | -0.26% | +2123.99% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.93% | +0.49% | -14.98% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.56% | — | -37.50% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.84% | — | -22.78% | |
| 5 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.74% | -0.06% | +6.03% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.65% | -0.38% | -24.66% | |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.60% | +0.20% | +7.17% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.57% | — | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.53% | -1.74% | -12.62% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.46% | — | -26.58% | |
| 11 | DFIV | Dimensional International Va | ETF-其他 | 2.44% | — | — | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.80% | -0.10% | -40.62% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.61% | — | +37.32% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.58% | -0.47% | -40.44% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.38% | -0.36% | -16.67% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.28% | — | +3762.90% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.26% | — | -11.68% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.22% | +0.22% | -16.87% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.18% | -0.14% | +77.44% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.18% | — | -56.62% | |
| 21 | MBB | Ishares Mbs ETF | ETF-其他 | 1.17% | — | -37.53% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.95% | — | -46.34% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | -0.13% | +32.85% | |
| 24 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.90% | — | -17.81% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.90% | — | -18.32% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.88% | — | -59.71% | |
| 27 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.87% | — | -5.43% | |
| 28 | VFH | Vanguard Financials ETF | ETF-其他 | 0.86% | — | -20.87% | |
| 29 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.84% | — | — | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.82% | — | +1799.90% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.82% | — | -12.68% | |
| 32 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.81% | — | — | |
| 33 | VOX | Vanguard Communication Servi | ETF-其他 | 0.81% | — | -23.06% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.78% | — | -18.75% | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.74% | +0.81% | NEW | |
| 36 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.69% | — | -31.58% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.64% | -0.18% | -16.92% | |
| 38 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.64% | — | +1579.16% | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.62% | — | -80.52% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.58% | — | -83.31% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.58% | — | +5.48% | |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.58% | — | -52.20% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.58% | — | -41.04% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.56% | -0.12% | -21.47% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.55% | — | +38.66% | |
| 46 | SKOR | Flexshares Credit-scored US | ETF-其他 | 0.54% | — | -23.25% | |
| 47 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.54% | — | +23.94% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.47% | — | -61.60% | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.47% | -1.40% | EXIT | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.47% | — | -13.29% |