CIK: 0001753218
申報總市值
US$2.5億
僅顯示前 200 大持股（共 351 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 | 19.01% | -1.16% | +2.63% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 7.37% | -0.33% | -3.31% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.14% | -0.55% | -0.53% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.89% | -1.29% | +3.25% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 2.75% | +0.07% | +35.09% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.64% | -0.09% | -1.69% | |
| 7 | VPLS | Vanguard Core-plus Bond ETF | ETF-其他 | 2.64% | +0.07% | +6.93% | |
| 8 | IAUM | Ishares Gold Trust Micro | ETF-避險與商品 | 2.61% | -0.52% | -14.07% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.52% | -0.47% | -0.17% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.50% | -0.26% | -1.21% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.46% | -0.72% | +10.64% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.43% | -1.35% | +9.08% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.20% | +0.79% | -4.45% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.15% | -1.82% | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.06% | +0.94% | +45.79% | |
| 16 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.99% | -0.08% | +3.33% | |
| 17 | VFVA | Vanguard U.s. Value Factor | ETF-其他 | 1.92% | — | +1.33% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.82% | — | -1.70% | |
| 19 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.73% | +0.38% | -4.67% | |
| 20 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.73% | -0.12% | +74.58% | |
| 21 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.45% | +0.03% | +78.40% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.44% | +0.51% | +31.22% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.23% | -0.08% | +11.43% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.12% | +0.08% | +42.40% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.98% | +0.06% | -0.17% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.97% | — | -1.39% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.94% | +0.34% | +219.83% | |
| 28 | PDI | Pimco Dynamic Income Fund | 股票-金融 | 0.74% | — | +28.34% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | -0.18% | -0.03% | |
| 30 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 0.67% | -0.34% | -2.52% | |
| 31 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 0.67% | — | +4.81% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.62% | — | +21.96% | |
| 33 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.56% | -0.28% | +1.22% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.56% | — | +17.27% | |
| 35 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.53% | +0.08% | +37.01% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | — | -0.73% | |
| 37 | SFM | Sprouts Farmers Market INC | 股票-非循環性消費 | 0.50% | — | -14.93% | |
| 38 | 07WA | Mr Cooper Group INC | 股票-其他 | 0.49% | — | +1.15% | |
| 39 | 1RG | Rev Group INC | 股票-其他 | 0.44% | -0.43% | EXIT | |
| 40 | VCTR | Victory Capital Holding - A | 股票-其他 | 0.42% | — | +6.86% | |
| 41 | SKYW | Skywest INC | 股票-工業 | 0.41% | — | +17.51% | |
| 42 | APH | Amphenol Corp-cl A | 股票-科技 | 0.41% | -0.09% | +31.60% | |
| 43 | AMP | Ameriprise Financial INC | 股票-金融 | 0.41% | — | +41.89% | |
| 44 | TT | Trane Technologies plc | 股票-工業 | 0.41% | — | +7.63% | |
| 45 | TSLA | Tesla INC | 股票-循環性消費 | 0.39% | -0.72% | EXIT | |
| 46 | JXN | Jackson Financial Inc-a | 股票-金融 | 0.39% | — | -1.00% | |
| 47 | JEF | Jefferies Financial Group In | 股票-金融 | 0.37% | — | — | |
| 48 | PWR | Quanta Services INC | 股票-工業 | 0.37% | — | +3.47% | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.36% | — | +6.75% | |
| 50 | SLVM | Sylvamo CORP | 股票-原物料 | 0.36% | — | +1.29% |