CIK: 0001914558
申報總市值
US$29.6億
僅顯示前 200 大持股（共 543 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 11.64% | +0.63% | +17.90% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 7.36% | -0.41% | +0.92% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 7.13% | +0.70% | +15.99% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.57% | -0.40% | +15.97% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-其他 | 3.52% | +0.11% | +17.98% | |
| 6 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 3.46% | +0.15% | +14.03% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.30% | -0.55% | +14.39% | |
| 8 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 2.15% | -0.31% | +24.40% | |
| 9 | TILT | Flexshares Morningstar US Ma | ETF-其他 | 1.96% | — | -2.51% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.54% | — | +11.70% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.45% | — | -16.97% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.41% | — | -3.27% | |
| 13 | REET | Ishares Global Reit ETF | ETF-其他 | 1.09% | +0.09% | +33.11% | |
| 14 | CMDY | Ishares Bloomberg Roll Selec | ETF-其他 | 1.03% | — | +32.09% | |
| 15 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 1.02% | — | +32.79% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.94% | -0.05% | -2.09% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.92% | — | +16.95% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.87% | — | +0.31% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.86% | -0.16% | +7.60% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.85% | +0.04% | +17.75% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.82% | -0.27% | +24.31% | |
| 22 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.78% | — | -3.15% | |
| 23 | TLTD | Flexshares Morningstar Devel | ETF-其他 | 0.77% | — | -1.63% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.77% | — | +12.56% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.75% | — | +0.77% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.62% | -0.11% | +38.76% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.62% | — | -0.87% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.60% | — | +12.86% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.55% | — | +10.15% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.52% | — | -7.06% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.51% | — | +15.89% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.50% | — | -1.31% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.44% | — | +1.98% | |
| 34 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.43% | — | -4.38% | |
| 35 | SUB | Ishares Short-term National | ETF-其他 | 0.41% | +0.04% | -1.33% | |
| 36 | BND | Vanguard Total Bond Market | ETF-其他 | 0.41% | -0.08% | -33.03% | |
| 37 | ADSK | Autodesk INC | 股票-科技 | 0.40% | — | -0.03% | |
| 38 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.38% | — | -4.39% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.38% | — | +116.70% | |
| 40 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.37% | — | +41.48% | |
| 41 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.37% | — | +2.38% | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.34% | -0.11% | +36.92% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.33% | — | +61.77% | |
| 44 | ✓ | 股票-其他 | 0.33% | — | +0.41% | ||
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.33% | +0.08% | +63.16% | |
| 46 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.32% | — | +17.22% | |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.31% | — | -0.89% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.30% | — | +12.22% | |
| 49 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.30% | — | -3.09% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.29% | — | +4.81% |