CIK: 0001690370
申報總市值
US$102.3億
僅顯示前 200 大持股（共 1087 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 | 6.89% | +0.54% | -9.92% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.84% | +0.30% | +44.04% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.47% | — | -6.90% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.96% | -0.44% | +4.35% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.92% | — | -10.65% | |
| 6 | MBB | Ishares Mbs ETF | ETF-其他 | 1.92% | +0.12% | +8.85% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.77% | -0.41% | +21632.45% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.77% | -0.16% | +106.79% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.48% | -0.09% | +3.29% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | -0.36% | +2.33% | |
| 11 | DFSD | Dimensional Short Duration | ETF-其他 | 1.31% | — | +39.55% | |
| 12 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.24% | — | +36.46% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 1.23% | — | +2.00% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.21% | -0.35% | -9.43% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.21% | — | +3.38% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.20% | +0.07% | -17.99% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.19% | +0.06% | +26.18% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.12% | -0.17% | -7.85% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.07% | — | +4.96% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.06% | -0.13% | +16.39% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.05% | +0.10% | +18.24% | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.02% | — | +2.43% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.97% | — | +267.98% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.95% | — | -32.68% | |
| 25 | DFAI | Dimensional International Co | ETF-其他 | 0.93% | — | +41.30% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.90% | — | +1.28% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.83% | — | +292.40% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.83% | — | +4.23% | |
| 29 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.81% | +0.16% | +8.81% | |
| 30 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.74% | — | +1.82% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.73% | -0.09% | -3.60% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.70% | — | +12.36% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.70% | -0.06% | -8.22% | |
| 34 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.68% | — | +26.35% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.63% | — | +2.82% | |
| 36 | AVDE | Avantis International Equity | ETF-其他 | 0.62% | -0.11% | -2.52% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.60% | — | +4.23% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.58% | -0.15% | -5.56% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.57% | — | +120.29% | |
| 40 | GSEW | Goldman Sachs Eql Wght Large | ETF-避險與商品 | 0.56% | -0.08% | -15.02% | |
| 41 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.55% | — | +106.01% | |
| 42 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 0.54% | — | +47.72% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.52% | — | -7.50% | |
| 44 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.51% | — | — | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | — | +64.99% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.47% | -1.36% | -48.25% | |
| 47 | NTSX | Wisdomtree US Efficient Core | ETF-其他 | 0.47% | -0.07% | -0.29% | |
| 48 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.47% | — | +4.40% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | — | -22.37% | |
| 50 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.46% | -0.07% | +10833.20% |