CIK: 0001602730
申報總市值
US$7.4億
僅顯示前 200 大持股（共 218 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 | DSTL | Distillate US Fundamental St | ETF-其他 | 13.64% | +0.04% | +5.16% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 10.55% | -0.39% | -2.33% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 7.79% | +0.14% | +11.38% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 5.31% | — | -0.49% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 4.76% | +0.95% | +7.98% | |
| 6 | UNP | Union Pacific CORP | 股票-工業 | 3.74% | +0.15% | +0.18% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.71% | — | +28.58% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.05% | -0.26% | -29.31% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.03% | -0.13% | -1.96% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.60% | -0.20% | +4.64% | |
| 11 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 2.13% | +0.07% | +1.45% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | -0.30% | +15.33% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.40% | — | +0.20% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.40% | — | +1.74% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.19% | — | -1.71% | |
| 16 | DEA | Easterly Government Properties, Inc. | 股票-其他 | 1.19% | — | +0.08% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.10% | — | +3.53% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.03% | -0.33% | -1.07% | |
| 19 | DFIS | Dimensional International Sm | ETF-其他 | 0.98% | +0.15% | +30.91% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.87% | -0.14% | +6.57% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | -0.05% | +3.84% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | -0.13% | +20.18% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.66% | — | +2.30% | |
| 24 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.62% | +0.07% | — | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.57% | -0.39% | -0.19% | |
| 26 | MTB | M & T Bank CORP | 股票-金融 | 0.57% | — | +0.21% | |
| 27 | BOC | Boston Omaha Corp-cl A | 股票-其他 | 0.55% | — | — | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.48% | — | -1.48% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.48% | — | -0.06% | |
| 30 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.47% | — | +1.59% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.08% | +6.72% | |
| 32 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.44% | — | +4.94% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.41% | -0.04% | +3.29% | |
| 34 | AVDE | Avantis International Equity | ETF-其他 | 0.39% | -0.15% | -0.57% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.38% | +0.04% | -14.90% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | — | -4.03% | |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.38% | — | +0.01% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.37% | -0.06% | -4.33% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | +7.43% | |
| 40 | ARMK | Aramark | 股票-工業 | 0.36% | — | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.34% | — | -3.88% | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.34% | — | +0.01% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.34% | +0.05% | +3.83% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.32% | — | — | |
| 45 | INTU | Intuit INC | 股票-科技 | 0.32% | -0.09% | +6.92% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.31% | — | +17.44% | |
| 47 | DHR | Danaher CORP | 股票-醫療保健 | 0.29% | — | +9.16% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.29% | -0.07% | -10.93% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.29% | -0.04% | +12.75% | |
| 50 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 0.29% | — | — |