CIK: 0001697493
申報總市值
US$19.6億
僅顯示前 200 大持股（共 579 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 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 5.06% | — | -1.23% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.93% | — | -1.27% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 3.63% | -0.15% | -0.06% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.46% | -0.15% | +1.72% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.37% | — | +0.12% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.89% | +0.02% | -2.76% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.85% | — | -3.00% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.67% | +0.06% | +603.52% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 2.44% | — | -7.05% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | — | +97.21% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.84% | +1.49% | -2.19% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.73% | +0.03% | +402.88% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.61% | -0.26% | +73.90% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.61% | -0.03% | -2.07% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.57% | — | -0.79% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.50% | — | +1.50% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.48% | — | -2.26% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.45% | — | -0.32% | |
| 19 | VFVA | Vanguard U.s. Value Factor | ETF-其他 | 1.36% | — | — | |
| 20 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.18% | -0.04% | +5.90% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.13% | — | -2.60% | |
| 22 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.06% | +0.06% | +0.36% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.04% | -0.14% | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.94% | — | -1.20% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | — | +445.87% | |
| 26 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.84% | — | +8.50% | |
| 27 | AVDE | Avantis International Equity | ETF-其他 | 0.78% | — | — | |
| 28 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.68% | -0.03% | +1.01% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.66% | — | +54.60% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | +0.05% | +1.12% | |
| 31 | VFQY | Vanguard U.s. Quality Factor | ETF-其他 | 0.60% | — | +1.16% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.60% | +0.12% | +46.24% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.54% | — | -2.66% | |
| 34 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.53% | — | +5.52% | |
| 35 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.51% | — | +239.45% | |
| 36 | WMT | Walmart INC | 股票-非循環性消費 | 0.49% | — | +48.94% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.48% | -0.11% | EXIT | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.47% | +0.04% | +128.87% | |
| 39 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.47% | — | +91.47% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.45% | — | +73.31% | |
| 41 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.44% | — | +1.64% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | — | +179.12% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | +0.51% | +44.02% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.42% | — | +69.80% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | — | +61.96% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.39% | +0.10% | — | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.34% | — | -3.13% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | — | +258.20% | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.32% | — | -3.30% | |
| 50 | ABBV | Abbvie INC | 股票-醫療保健 | 0.32% | — | +118.95% |