CIK: 0001912338
申報總市值
US$14.1億
僅顯示前 200 大持股（共 1429 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 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 10.81% | -0.73% | -2.93% | |
| 2 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 6.64% | +1.14% | +15.96% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 4.95% | -0.01% | +4.12% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.68% | +0.17% | +4.00% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.91% | +0.67% | +12.58% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 3.32% | +0.47% | +13.71% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.17% | -0.33% | -0.70% | |
| 8 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.64% | -0.22% | -0.68% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 2.38% | — | -1.37% | |
| 10 | BWZ | State Street Spdr Bloomberg | ETF-其他 | 2.19% | +0.14% | +4.72% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.08% | -0.24% | +0.70% | |
| 12 | DFIV | Dimensional International Va | ETF-其他 | 1.94% | +0.19% | +10.20% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.92% | +0.25% | +8.93% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.87% | +0.53% | +33.13% | |
| 15 | RWO | State Street Spdr Dow Jones | ETF-其他 | 1.80% | +0.25% | +7.65% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.76% | -0.51% | +1.48% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.45% | +0.16% | +11.16% | |
| 18 | GSG | Ishares S&p Gsci Commodity I | ETF-避險與商品 | 1.43% | +0.73% | +9.88% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.36% | — | -0.61% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.08% | — | -2.23% | |
| 21 | REET | Ishares Global Reit ETF | ETF-其他 | 1.08% | — | -0.91% | |
| 22 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.06% | — | -2.36% | |
| 23 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.05% | +0.07% | +11.65% | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.94% | -0.12% | -4.85% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.90% | -0.14% | -5.21% | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.86% | -0.07% | -2.39% | |
| 27 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.83% | — | -0.57% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.75% | -0.19% | +1.28% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.74% | -0.10% | -3.25% | |
| 30 | SUB | Ishares Short-term National | ETF-其他 | 0.72% | +0.06% | -1.44% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.72% | — | -1.57% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.72% | — | -2.56% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.71% | -0.09% | -0.48% | |
| 34 | DFIS | Dimensional International Sm | ETF-其他 | 0.69% | +0.06% | +14.80% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.69% | -0.17% | -3.42% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | -0.15% | -0.06% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.65% | — | -0.46% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.52% | -0.12% | +1.43% | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.51% | -0.07% | -1.41% | |
| 40 | DDOG | Datadog INC - Class A | 股票-科技 | 0.50% | -0.06% | -0.04% | |
| 41 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.49% | — | +0.13% | |
| 42 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.48% | — | +1.34% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.44% | -0.10% | +0.88% | |
| 44 | TSLA | Tesla INC | 股票-循環性消費 | 0.44% | -0.13% | -0.06% | |
| 45 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.42% | — | -0.77% | |
| 46 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.42% | — | -0.72% | |
| 47 | SNOW | Snowflake INC | 股票-科技 | 0.42% | -0.12% | +0.22% | |
| 48 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.41% | +0.09% | -0.85% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.40% | — | -1.35% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | +0.80% |