CIK: 0001697493
申報總市值
US$19.6億
僅顯示前 200 大持股（共 593 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.03% | — | -15.56% | |
| 2 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 3.75% | — | -22.76% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.72% | — | -5.62% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 3.51% | -0.15% | +6.28% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.40% | -0.15% | +7.18% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.03% | +0.02% | +0.78% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.80% | +0.06% | +0.46% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 2.52% | — | -4.95% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.49% | — | -4.48% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.89% | — | -14.08% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.83% | +1.49% | -0.02% | |
| 12 | VFVA | Vanguard U.s. Value Factor | ETF-其他 | 1.82% | — | +16.24% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.77% | -0.26% | +20.37% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.68% | +0.03% | +2.99% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.68% | — | +1.39% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.65% | — | +3.80% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.58% | — | +2.81% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.56% | — | +2.65% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.23% | — | +1.61% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.16% | -0.04% | +7.21% | |
| 21 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.05% | +0.06% | -2.10% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.02% | -0.14% | -10.29% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.02% | — | +1.98% | |
| 24 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.00% | -0.03% | -36.58% | |
| 25 | VFQY | Vanguard U.s. Quality Factor | ETF-其他 | 0.89% | — | +34.31% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | — | +3.26% | |
| 27 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.85% | — | +5.54% | |
| 28 | AVDE | Avantis International Equity | ETF-其他 | 0.76% | — | -7.76% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.76% | — | +25.56% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.74% | +0.12% | +20.13% | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.70% | -0.03% | +8.36% | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.64% | — | +17.18% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.59% | — | +12.33% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.56% | — | +127.90% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.55% | — | +32.35% | |
| 36 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.48% | — | +0.99% | |
| 37 | WMT | Walmart INC | 股票-非循環性消費 | 0.48% | — | +3.78% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.47% | +0.05% | -33.44% | |
| 39 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.44% | — | -6.48% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.44% | — | -5.23% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.41% | — | -3.94% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.39% | +0.51% | +0.34% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.39% | +0.10% | -18.48% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.38% | — | +2.32% | |
| 45 | HD | Home Depot INC | 股票-循環性消費 | 0.38% | — | +3.06% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.37% | — | +11.86% | |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.34% | — | +10.79% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | — | +2.56% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.32% | — | -10.58% | |
| 50 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.32% | — | +10.33% |