CIK: 0001867587
申報總市值
US$8.9億
僅顯示前 200 大持股（共 307 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 | 6.17% | -0.26% | +0.95% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 3.88% | -0.05% | +91.92% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.55% | -0.38% | +7.85% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.62% | — | -17.20% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.53% | — | +6.39% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.17% | -0.47% | +18.90% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.07% | +0.49% | +8.05% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.05% | -0.06% | +914.07% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.03% | -1.74% | +545.92% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.90% | — | +14.49% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.88% | -0.10% | -4.57% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.88% | +0.20% | +5497.77% | |
| 13 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.81% | -0.09% | -3.56% | |
| 14 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.76% | — | +6.76% | |
| 15 | DFIV | Dimensional International Va | ETF-其他 | 1.75% | — | -1.58% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.71% | — | -33.02% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.67% | -0.36% | +3.23% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.60% | — | -19.63% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.55% | -1.40% | EXIT | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.43% | — | +9.02% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.40% | -0.13% | -4.07% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.28% | — | +31.73% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.27% | — | -58.26% | |
| 24 | AAPL | Apple INC | 股票-科技 | 1.18% | — | -11.37% | |
| 25 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.16% | — | +31.66% | |
| 26 | BDYN | Ishares Dyn Act ETF | ETF-其他 | 1.12% | — | — | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.08% | -0.14% | -5.29% | |
| 28 | MBB | Ishares Mbs ETF | ETF-其他 | 1.06% | — | -0.24% | |
| 29 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.05% | — | +25.05% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.98% | +0.22% | -63.62% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.94% | — | -3.67% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.90% | — | +1.63% | |
| 33 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.86% | — | +145.90% | |
| 34 | BDVL | Ishares Dv Equity Active ETF | ETF-其他 | 0.84% | — | — | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.83% | — | +1.61% | |
| 36 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 0.82% | — | +0.71% | |
| 37 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.78% | — | +21.62% | |
| 38 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.78% | — | +17.12% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | -0.18% | -1.59% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | — | -3.47% | |
| 41 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.56% | — | +1.80% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.55% | -0.12% | +33.73% | |
| 43 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.54% | -0.30% | +53.59% | |
| 44 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.48% | -0.11% | +66.30% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.46% | — | -1.99% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.46% | — | -1.11% | |
| 47 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.43% | — | -14.41% | |
| 48 | XLF | Ss Financial Select Sector | ETF-其他 | 0.43% | -0.11% | +70.22% | |
| 49 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.41% | — | +5.19% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | -4.07% |