CIK: 0001633387
申報總市值
US$64.0億
僅顯示前 200 大持股（共 851 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 | 7.49% | -0.06% | +8.90% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 6.40% | +0.05% | +4.14% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 6.15% | -0.21% | +8.21% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-其他 | 5.86% | — | +10.68% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-其他 | 4.07% | — | +50.06% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 2.73% | — | -26.32% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.63% | — | +11.09% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.15% | -0.22% | +7.87% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.92% | — | +17.44% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.59% | — | +1.08% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.45% | — | +41.25% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.17% | +0.13% | +13.86% | |
| 13 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.10% | +0.18% | +9.78% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.09% | +0.18% | -6.70% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.03% | -0.19% | +81.98% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.82% | +0.10% | +7.55% | |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.81% | — | +29.57% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.80% | +0.12% | +30.05% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.79% | — | +16.61% | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.69% | +0.08% | -0.02% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.62% | — | +11.00% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.60% | — | +6.42% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | — | +3.23% | |
| 24 | DFGP | Dimensional Glbl Core Pl Fix | ETF-其他 | 0.58% | — | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.57% | +0.13% | -27.12% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.52% | — | -11.00% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.50% | — | -37.62% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.48% | — | -1.32% | |
| 29 | DXUV | Dimensional US Vtor Eqty ETF | ETF-其他 | 0.48% | — | — | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.48% | — | +10.15% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.46% | — | +6.78% | |
| 32 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.46% | — | +32.79% | |
| 33 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.43% | — | +8.94% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.41% | — | +12.02% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.41% | — | +7.88% | |
| 36 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.39% | — | -14.08% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.39% | — | +17.09% | |
| 38 | DIHP | Dimensional International Hi | ETF-其他 | 0.39% | — | — | |
| 39 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 0.38% | — | +34.46% | |
| 40 | XETYX | Eaton Vance Tax-mgd Div Eqty | 股票-其他 | 0.38% | — | -5.81% | |
| 41 | FLMI | Franklin Dynamic Municipal B | ETF-其他 | 0.37% | — | +5425.85% | |
| 42 | DGCB | Dimensional Global Credit | ETF-其他 | 0.37% | — | +3779.54% | |
| 43 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.37% | — | — | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.36% | — | +31.56% | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.35% | -0.16% | +4.33% | |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.34% | — | -40.92% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | — | +14.92% | |
| 48 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.32% | — | -19.83% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.32% | +0.08% | +11.43% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.31% | — | -6.94% |