CIK: 0002044741
申報總市值
US$1.8億
僅顯示前 200 大持股（共 822 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 15.58% | -0.50% | +0.17% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.92% | +2.61% | +19.51% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.94% | -0.52% | -10.07% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.08% | -0.44% | +5.18% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 3.87% | +0.43% | +2.83% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.78% | — | +8.39% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.69% | -0.26% | -10.23% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.35% | +0.47% | +10.74% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 3.28% | -0.24% | -3.38% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 3.21% | — | +3.64% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.98% | -0.95% | +1.42% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.07% | +0.01% | -7.98% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.06% | +0.14% | +245.50% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.99% | +0.53% | +11.82% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.72% | -0.25% | +11.65% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.65% | — | +2.96% | |
| 17 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.57% | — | +5.21% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.53% | -0.08% | -0.68% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.52% | -0.76% | -4.66% | |
| 20 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 1.35% | -0.28% | -13.54% | |
| 21 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 1.24% | +0.42% | +15.49% | |
| 22 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.96% | -0.05% | +5.34% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.94% | +0.08% | -15.01% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.93% | -0.03% | -0.61% | |
| 25 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.83% | -0.20% | -14.94% | |
| 26 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-其他 | 0.83% | +0.15% | — | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.76% | -0.16% | -0.36% | |
| 28 | IDEF | Ishares Def Industrials Act | ETF-其他 | 0.75% | — | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +1.41% | |
| 30 | LMUB | Ishares Lt National Muni Bd | ETF-其他 | 0.59% | +0.16% | — | |
| 31 | MBB | Ishares Mbs ETF | ETF-其他 | 0.58% | +0.02% | +14.43% | |
| 32 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.58% | +0.01% | +989.47% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | — | -5.69% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | — | +6.07% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.55% | +0.12% | -15.83% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.50% | +0.01% | — | |
| 37 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.46% | -0.46% | +12.69% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.45% | — | +6.63% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.45% | — | -1.02% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.43% | -0.01% | -80.70% | |
| 41 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.41% | +0.08% | -47.63% | |
| 42 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.40% | -0.22% | +95.63% | |
| 43 | AAPL | Apple INC | 股票-科技 | 0.40% | — | +7.43% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.35% | — | -5.74% | |
| 45 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.33% | — | +31.19% | |
| 46 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.33% | -0.07% | -52.78% | |
| 47 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.33% | -0.26% | -11.33% | |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.21% | +0.02% | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.18% | — | -0.53% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.16% | +0.03% | +2915.00% |