CIK: 0001912338
申報總市值
US$14.1億
僅顯示前 200 大持股（共 1567 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 | 9.25% | -0.73% | -1.60% | |
| 2 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 6.19% | +1.14% | +8.78% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 4.49% | -0.01% | +5.50% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.27% | +0.17% | +4.09% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.85% | +0.67% | +14.59% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 3.27% | +0.47% | +10.17% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.94% | -0.33% | +1.03% | |
| 8 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.43% | -0.22% | -3.97% | |
| 9 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.15% | +0.53% | +34.02% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 2.07% | — | -1.04% | |
| 11 | DFIV | Dimensional International Va | ETF-其他 | 2.04% | +0.19% | +12.80% | |
| 12 | BWZ | State Street Spdr Bloomberg | ETF-其他 | 1.99% | +0.14% | +6.74% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.85% | +0.25% | +9.37% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.79% | -0.24% | +0.20% | |
| 15 | RWO | State Street Spdr Dow Jones | ETF-其他 | 1.68% | +0.25% | +10.55% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.51% | +6.09% | |
| 17 | GSG | Ishares S&p Gsci Commodity I | ETF-避險與商品 | 1.39% | +0.73% | +12.15% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.37% | +0.16% | +7.95% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.21% | — | +0.07% | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.09% | +0.07% | +7.33% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.98% | — | -0.33% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.93% | -0.07% | +25.14% | |
| 23 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.92% | — | -1.59% | |
| 24 | REET | Ishares Global Reit ETF | ETF-其他 | 0.91% | — | +0.33% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.83% | -0.15% | +10.30% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.82% | -0.09% | +3.68% | |
| 27 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.81% | -0.12% | -2.03% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.78% | -0.19% | +14.04% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.76% | -0.14% | -2.90% | |
| 30 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.73% | — | -0.66% | |
| 31 | SUB | Ishares Short-term National | ETF-其他 | 0.73% | +0.06% | +16.69% | |
| 32 | DFIS | Dimensional International Sm | ETF-其他 | 0.68% | +0.06% | +10.14% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.65% | -0.17% | +7.40% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.64% | — | -0.33% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.63% | -0.10% | -1.29% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.62% | — | -2.85% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.57% | — | +0.43% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.49% | — | +350.00% | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.48% | -0.07% | -1.81% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.44% | -0.10% | +12.02% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.44% | -0.12% | +9.95% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.43% | — | +1.69% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.43% | -0.10% | +2.67% | |
| 44 | TSLA | Tesla INC | 股票-循環性消費 | 0.43% | -0.13% | +12.33% | |
| 45 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.42% | — | -0.70% | |
| 46 | DDOG | Datadog INC - Class A | 股票-科技 | 0.41% | -0.06% | -0.92% | |
| 47 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.38% | — | +1.84% | |
| 48 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.38% | +0.43% | +4321.57% | |
| 49 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.37% | — | +0.33% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | — | +10.52% |