CIK: 0001697493
申報總市值
US$17.5億
僅顯示前 200 大持股（共 509 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 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 5.43% | — | +62.75% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.00% | +0.18% | +132.58% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.66% | -0.04% | +80.16% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.55% | -0.14% | +165.99% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 4.49% | +0.27% | +235.71% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.32% | +0.05% | +75.57% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.01% | -0.05% | +139.30% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.00% | — | +104.53% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.91% | — | +139.87% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.47% | — | +178.94% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.38% | — | +173.29% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.37% | — | +170.36% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.37% | -0.11% | +7.76% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.25% | -0.01% | +134.80% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.93% | -0.03% | +186.53% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.68% | -0.04% | +880.71% | |
| 17 | DFAT | Dimensional US Target Value | ETF-其他 | 1.58% | — | +130.07% | |
| 18 | XLF | Ss Financial Select Sector | ETF-其他 | 1.44% | -0.04% | EXIT | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.37% | — | — | |
| 20 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 1.35% | — | -17.37% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | -0.10% | -6.08% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.18% | — | -9.79% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.18% | — | +9.18% | |
| 24 | AAPL | Apple INC | 股票-科技 | 1.12% | -0.18% | -10.91% | |
| 25 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 1.08% | — | +205.56% | |
| 26 | VFVA | Vanguard U.s. Value Factor | ETF-其他 | 1.03% | — | — | |
| 27 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.98% | +0.02% | +48.73% | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.96% | -0.05% | +1.83% | |
| 29 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.95% | +0.05% | +35.51% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.91% | +0.28% | -4.63% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | — | +570.03% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.89% | — | +509.09% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.81% | — | -5.11% | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.77% | -0.05% | +869.83% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.71% | +0.04% | — | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.69% | -0.37% | +186.13% | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.69% | +0.06% | +4855.67% | |
| 38 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.67% | — | -13.16% | |
| 39 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.62% | +0.01% | +74.94% | |
| 40 | VFMO | Vanguard US Momentum Factor | ETF-其他 | 0.59% | — | +4.35% | |
| 41 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.59% | +0.07% | -7.01% | |
| 42 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-其他 | 0.57% | — | -20.27% | |
| 43 | SUB | Ishares Short-term National | ETF-其他 | 0.55% | — | +38.34% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | — | -4.40% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | -0.03% | -25.81% | |
| 46 | VFQY | Vanguard U.s. Quality Factor | ETF-其他 | 0.50% | — | -7.66% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | — | -2.22% | |
| 48 | AVDE | Avantis International Equity | ETF-其他 | 0.47% | — | -9.92% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.45% | — | — | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.38% | — | — |