CIK: 0001867587
申報總市值
US$8.9億
僅顯示前 200 大持股（共 308 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 | 6.10% | -0.26% | +1.27% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 3.98% | -0.05% | +8.87% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.66% | -0.38% | +5.49% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.97% | — | +135.16% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.30% | — | -8.05% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.12% | -0.36% | +28.90% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.09% | -0.06% | +5.31% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.99% | -1.74% | +0.07% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.95% | — | +3.85% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.95% | -0.47% | -8.64% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.92% | +0.49% | -5.26% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.88% | +0.20% | +5.47% | |
| 13 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.81% | — | +8.08% | |
| 14 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.80% | -0.09% | -9.71% | |
| 15 | DFIV | Dimensional International Va | ETF-其他 | 1.77% | — | -2.37% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.74% | +0.67% | +381.38% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.73% | — | +24.11% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.68% | -0.10% | -8.60% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.40% | -1.40% | EXIT | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | -0.13% | -1.39% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.31% | — | +4.92% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.26% | — | -21.73% | |
| 23 | AAPL | Apple INC | 股票-科技 | 1.22% | — | +1.24% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.16% | — | +4.43% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.09% | -0.14% | +0.10% | |
| 26 | BDYN | Ishares Dyn Act ETF | ETF-其他 | 1.08% | — | +0.13% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.02% | +0.22% | +9.97% | |
| 28 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.96% | — | -2.51% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.93% | — | +5.60% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.92% | — | +4.42% | |
| 31 | MBB | Ishares Mbs ETF | ETF-其他 | 0.87% | — | -14.22% | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.87% | — | +14.41% | |
| 33 | BDVL | Ishares Dv Equity Active ETF | ETF-其他 | 0.87% | — | +8.22% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.81% | — | +2.87% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.80% | -0.25% | +103.68% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.79% | — | -52.76% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.78% | — | -67.12% | |
| 38 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.75% | — | -5.37% | |
| 39 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.73% | — | -1.61% | |
| 40 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 0.73% | — | -8.94% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.70% | — | +55.16% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | -0.18% | -1.24% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.55% | -0.12% | +5.23% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.53% | — | -6.42% | |
| 45 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.51% | -0.30% | -12.30% | |
| 46 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.50% | — | -4.26% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | — | +0.04% | |
| 48 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.48% | — | +16.23% | |
| 49 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.48% | -0.11% | +3.01% | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.43% | -0.11% | +3.88% |