CIK: 0001913243
申報總市值
US$17.6億
僅顯示前 200 大持股（共 585 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 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 5.70% | -0.31% | +111.89% | |
| 2 | AVIG | Avantis Core Fixed Income | ETF-其他 | 3.80% | -0.05% | +112.45% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.86% | -0.27% | +29.28% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.68% | +0.16% | +24.64% | |
| 5 | AVSF | Avantis Short-term Fixed INC | ETF-其他 | 2.54% | +0.07% | +110.41% | |
| 6 | AVDE | Avantis International Equity | ETF-其他 | 2.53% | +0.09% | +110.60% | |
| 7 | AVLC | Avantis US Lg Cap Eq ETF | ETF-其他 | 2.12% | — | +111.86% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.11% | -0.17% | +68.84% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.28% | +90.55% | |
| 10 | EMBJ | Embraer Sa-spon Adr | 股票-工業 | 1.59% | — | -0.09% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.37% | — | +72.72% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.36% | +0.18% | +221.69% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.27% | -0.12% | +54.65% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.22% | — | +72.81% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.17% | +0.16% | +116.59% | |
| 16 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.16% | — | +97.52% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.00% | +0.01% | +76.36% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.95% | — | +121.40% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.93% | — | +48.82% | |
| 20 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.90% | — | +111.86% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | — | +69.07% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.84% | — | +117.39% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.75% | — | +71.67% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.72% | — | +383.41% | |
| 25 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.72% | — | +59.77% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | — | +83.61% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.67% | +0.14% | +334.51% | |
| 28 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.64% | — | +85.53% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | — | +76.19% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.60% | +0.10% | +206.03% | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.59% | +0.13% | +1169.10% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.59% | — | +75.52% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.59% | +0.13% | +88.68% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.57% | — | +1083.52% | |
| 35 | JHML | John Hancock Multi Fact Lrg | ETF-其他 | 0.56% | +0.14% | +297.10% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.09% | +97.73% | |
| 37 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-科技型 | 0.54% | — | +1286.56% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | — | +36.70% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.52% | — | +75.18% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.51% | — | +105.43% | |
| 41 | TSLA | Tesla INC | 股票-循環性消費 | 0.48% | — | +20.84% | |
| 42 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.48% | — | +21.90% | |
| 43 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.48% | — | +109.31% | |
| 44 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.46% | — | +112.46% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.45% | — | +92.13% | |
| 46 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-其他 | 0.43% | — | +113.15% | |
| 47 | ABBV | Abbvie INC | 股票-醫療保健 | 0.43% | +0.10% | +175.66% | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.42% | — | +82.84% | |
| 49 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.41% | — | +100.74% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.41% | — | +81.34% |