CIK: 0001725297
申報總市值
US$8.0億
僅顯示前 200 大持股（共 283 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 5.49% | +0.81% | -31.17% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.81% | -0.49% | -4.84% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.87% | -0.06% | +3.73% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 3.43% | — | -8.52% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.25% | -0.07% | -10.72% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.18% | -0.13% | +2.96% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 3.18% | -0.59% | +2.53% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.12% | -0.73% | +40.75% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.81% | +0.16% | +34.43% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.46% | +0.16% | -19.92% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.40% | +0.18% | -10.05% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.35% | -0.03% | +16.92% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.18% | -0.21% | -4.48% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.04% | -1.33% | +81.38% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.04% | -0.38% | -1.30% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 2.00% | -0.14% | -1.87% | |
| 17 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-其他 | 1.97% | +0.15% | +101.72% | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.87% | -0.16% | -6.15% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.61% | -0.19% | -4.14% | |
| 20 | IVLU | Ishares Msci International V | ETF-其他 | 1.42% | — | +3.26% | |
| 21 | LCTU | Ishares U.s. Carbon Transiti | ETF-其他 | 1.41% | -0.14% | -0.25% | |
| 22 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 1.39% | — | +389.65% | |
| 23 | MBB | Ishares Mbs ETF | ETF-其他 | 1.38% | — | +3.54% | |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 1.09% | -2.44% | +44.59% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | -0.19% | +3.92% | |
| 26 | IEV | Ishares Europe ETF | ETF-其他 | 1.06% | — | -1.10% | |
| 27 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 1.04% | -0.20% | +8.33% | |
| 28 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.98% | — | +13.61% | |
| 29 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.98% | — | -7.37% | |
| 30 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.87% | +0.10% | — | |
| 31 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.80% | +0.11% | +1.77% | |
| 32 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.80% | — | +1.58% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.74% | -0.21% | -10.34% | |
| 34 | USXF | Ishares Esg Advance Msci USA | ETF-其他 | 0.72% | — | -20.30% | |
| 35 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.71% | -0.47% | +10.99% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.69% | -0.07% | -1.71% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.68% | — | -0.31% | |
| 38 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-其他 | 0.63% | — | +9.67% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.57% | — | +0.74% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.57% | — | +0.93% | |
| 41 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.55% | — | +11.55% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.53% | -0.52% | -26.54% | |
| 43 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.46% | — | — | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.45% | — | -6.96% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.42% | — | -19.93% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.40% | — | +1.48% | |
| 47 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-其他 | 0.39% | +0.15% | -2.53% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.38% | — | +14.61% | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.38% | — | -70.33% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | — | +1.74% |