CIK: 0001633387
申報總市值
US$64.0億
僅顯示前 200 大持股（共 622 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 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 7.24% | -0.06% | +435.54% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 7.08% | +0.05% | +2.38% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 6.32% | -0.21% | +12.79% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-其他 | 6.00% | — | +15.93% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-其他 | 4.27% | — | +7.31% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 2.79% | — | +2.71% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.63% | — | +6.34% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.85% | -0.22% | +9784.08% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.55% | — | +11.08% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.49% | — | +0.97% | |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.46% | — | +16.82% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.42% | +0.13% | +37.84% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.32% | +0.13% | +13.63% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.14% | +0.18% | +4.64% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.05% | — | -3.30% | |
| 16 | DFSD | Dimensional Short Duration | ETF-其他 | 0.94% | — | +2.31% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.86% | — | +1.85% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.82% | — | +13.29% | |
| 19 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.79% | — | -3.01% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.72% | — | +25.89% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.68% | — | -22.94% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.67% | — | +1.58% | |
| 23 | XETYX | Eaton Vance Tax-mgd Div Eqty | 股票-其他 | 0.65% | — | -7.36% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.65% | — | +10.12% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.59% | — | -7.54% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.54% | — | -27.78% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.52% | +0.10% | +8.10% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.52% | — | +13.17% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.52% | — | +12.19% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.50% | — | +8.09% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.48% | — | +2.79% | |
| 32 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.47% | — | +2.00% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.47% | — | -23.90% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.46% | — | -14.69% | |
| 35 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 0.45% | — | +5.38% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.45% | — | +50.70% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.45% | — | -6.86% | |
| 38 | HYD | Vaneck High Yield Muni ETF | ETF-非投資等級債 | 0.45% | — | +237.73% | |
| 39 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-其他 | 0.43% | — | +2.95% | |
| 40 | FMHI | First Trust Municipal High I | ETF-其他 | 0.43% | — | -22.38% | |
| 41 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.43% | — | +42.40% | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.39% | — | +5.82% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.38% | — | +8.83% | |
| 44 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.37% | — | +2.58% | |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.37% | — | — | |
| 46 | SO | Southern Co/the | 股票-公用事業 | 0.36% | — | +38.37% | |
| 47 | SCI | Service CORP International | 股票-循環性消費 | 0.36% | — | +0.01% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | — | +4.47% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.34% | — | +1204.36% | |
| 50 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.34% | — | +414.42% |