CIK: 0001480916
申報總市值
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僅顯示前 200 大持股（共 298 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 | AVDE | Avantis International Equity | ETF-其他 | 6.81% | — | +6.80% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.73% | — | -1.09% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 6.18% | — | +7.24% | |
| 4 | TROW | T Rowe Price Group INC | 股票-金融 | 6.08% | — | -9.34% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 5.79% | — | +5.40% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 5.72% | — | +11.10% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 4.74% | — | +10.44% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.98% | — | +0.93% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.88% | — | +8.47% | |
| 10 | AAPL | Apple INC | 股票-科技 | 3.69% | — | +2.54% | |
| 11 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 3.63% | — | +10.67% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 3.56% | — | +3.51% | |
| 13 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 3.08% | — | +3.90% | |
| 14 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 2.76% | — | +6.98% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.42% | — | -4.04% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 2.40% | — | +1.52% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.74% | — | -0.06% | |
| 18 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 1.13% | — | +1.21% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | — | +3.48% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | — | -0.77% | |
| 21 | AVMC | Avantis US Mid Cap Eq ETF | ETF-其他 | 0.89% | — | +52.90% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.72% | — | +0.64% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.62% | — | +10.85% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.59% | — | -2.91% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.57% | — | -0.23% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.50% | — | -0.42% | |
| 27 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.49% | — | -5.03% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.49% | — | — | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.47% | — | -1.60% | |
| 30 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.46% | — | -3.75% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.41% | — | -8.54% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | — | +4.36% | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.40% | — | -1.39% | |
| 34 | KKR | Kkr & Co INC | 股票-金融 | 0.39% | — | -0.01% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.39% | — | -3.04% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.38% | — | +2.22% | |
| 37 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.36% | — | +1.45% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.32% | — | -0.14% | |
| 39 | PWR | Quanta Services INC | 股票-工業 | 0.31% | — | +1.65% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | — | +9.92% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.27% | — | +2.06% | |
| 42 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.27% | — | -2.02% | |
| 43 | BN | Brookfield CORP | 股票-金融 | 0.27% | — | -0.04% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.26% | — | — | |
| 45 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.26% | — | -0.03% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | — | -5.78% | |
| 47 | PEP | Pepsico INC | 股票-非循環性消費 | 0.25% | — | +1.79% | |
| 48 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.23% | — | -6.43% | |
| 49 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.21% | — | +6.46% | |
| 50 | UBER | Uber Technologies INC | 股票-工業 | 0.20% | — | -2.94% |