CIK: 0001690370
申報總市值
US$102.3億
僅顯示前 200 大持股（共 1431 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 | 5.83% | +0.54% | -5.46% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 4.60% | +0.30% | +19.34% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.57% | -0.16% | -1.57% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.21% | — | +1.25% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.06% | -0.41% | +1.00% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.88% | -0.44% | +9.04% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.83% | -0.09% | -0.66% | |
| 8 | MBB | Ishares Mbs ETF | ETF-其他 | 1.80% | +0.12% | +1.67% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.70% | +0.07% | +95.90% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.54% | — | -7.53% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.44% | — | -2.70% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | -0.36% | +3.19% | |
| 13 | DFSD | Dimensional Short Duration | ETF-其他 | 1.30% | — | +9.82% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.24% | -0.13% | +2.11% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.23% | — | +14.02% | |
| 16 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.20% | — | +5.31% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.15% | — | +23.10% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.11% | +0.16% | +22.44% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.01% | +0.06% | +4.11% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.00% | — | +1.43% | |
| 21 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.98% | — | -0.38% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.90% | -0.35% | -2.40% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.89% | — | +25.49% | |
| 24 | DFAI | Dimensional International Co | ETF-其他 | 0.88% | — | +4.82% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.82% | -0.17% | -3.16% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.82% | +0.10% | -2.79% | |
| 27 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.81% | — | +0.29% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.79% | — | +1.44% | |
| 29 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.74% | -0.06% | +0.05% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.71% | — | -7.86% | |
| 31 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.71% | — | +26.62% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.69% | — | +1.45% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.67% | — | +1.38% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.62% | — | -7.37% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | — | +1.28% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.61% | — | -34.76% | |
| 37 | DFIC | Dimensional International Co | ETF-其他 | 0.54% | — | +83.28% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.51% | — | +3.69% | |
| 39 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.51% | — | -4.56% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.50% | -0.09% | -1.26% | |
| 41 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.50% | — | -18.28% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.48% | -0.15% | +5.43% | |
| 43 | AVDE | Avantis International Equity | ETF-其他 | 0.48% | -0.11% | +0.39% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.47% | — | +0.31% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.44% | — | +5.56% | |
| 46 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.44% | — | +36.86% | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.42% | -1.36% | +3.93% | |
| 48 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 0.42% | — | +12.01% | |
| 49 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.41% | — | -1.31% | |
| 50 | GSEW | Goldman Sachs Eql Wght Large | ETF-避險與商品 | 0.39% | -0.08% | -4.27% |