CIK: 0001697493
申報總市值
US$19.6億
僅顯示前 200 大持股（共 637 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 | 3.89% | — | +4.74% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.80% | — | -0.96% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 3.70% | -0.15% | +8.71% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.61% | -0.15% | +6.02% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.22% | +0.02% | +9.81% | |
| 6 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 3.13% | — | -4.09% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.33% | -0.26% | +96.59% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.27% | — | +2.57% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 2.08% | — | +0.74% | |
| 10 | VFVA | Vanguard U.s. Value Factor | ETF-其他 | 2.00% | — | — | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.89% | +1.49% | +6.43% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.85% | — | +7.68% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.79% | — | +6.80% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.79% | — | — | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.77% | — | +5.62% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.63% | +0.06% | -32.72% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.60% | — | +6.07% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | — | -2.78% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.44% | -0.04% | +12.63% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.31% | — | +2.63% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.29% | +0.05% | +97.78% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.17% | — | +8.94% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.07% | +0.12% | +13.99% | |
| 24 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.97% | +0.06% | +2.95% | |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.94% | -0.14% | — | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.93% | -0.03% | +2.95% | |
| 27 | VFQY | Vanguard U.s. Quality Factor | ETF-其他 | 0.89% | — | — | |
| 28 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.81% | -0.03% | +9.02% | |
| 29 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.76% | — | +8.78% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.76% | +0.31% | -5.54% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.74% | +0.02% | — | |
| 32 | AVDE | Avantis International Equity | ETF-其他 | 0.72% | — | — | |
| 33 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 0.71% | +0.06% | +6.28% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.69% | +0.03% | -4.30% | |
| 35 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.63% | — | +11.56% | |
| 36 | DFIV | Dimensional International Va | ETF-其他 | 0.53% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.51% | — | -7.80% | |
| 38 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.49% | — | +12.61% | |
| 39 | DFAT | Dimensional US Target Value | ETF-其他 | 0.49% | — | +6.12% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.45% | — | +7.76% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | +14.37% | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.41% | — | — | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.39% | +0.51% | +265.14% | |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.39% | — | +12.91% | |
| 45 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.38% | — | +13.27% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.38% | +0.05% | -4.18% | |
| 47 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.37% | — | +12.09% | |
| 48 | SUB | Ishares Short-term National | ETF-其他 | 0.37% | — | +3.57% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.30% | — | +12.18% | |
| 50 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.28% | — | -0.82% |