CIK: 0001960860
申報總市值
US$2.9億
僅顯示前 200 大持股（共 210 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.50% | -0.21% | -5.61% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.88% | -0.09% | +2.12% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.63% | +0.02% | — | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.53% | — | -2.72% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.26% | -0.75% | -3.13% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.88% | +0.05% | +10.74% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.95% | -0.04% | -3.64% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.85% | -0.15% | -2.65% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.73% | — | +9.32% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.62% | -0.06% | -0.14% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.58% | -0.07% | +1.16% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.28% | — | -1.25% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.10% | -0.15% | +0.95% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.88% | +0.24% | +4.68% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.78% | — | +2.05% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.25% | — | +58.75% | |
| 17 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.12% | -0.07% | +1.85% | |
| 18 | WMT | Walmart INC | 股票-非循環性消費 | 1.11% | +0.17% | -0.08% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.11% | +7.92% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | +0.19% | +0.56% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.94% | — | — | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 0.93% | -0.08% | +1.11% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 0.84% | -0.15% | -0.63% | |
| 24 | NOW | Servicenow INC | 股票-科技 | 0.83% | -0.15% | +2.12% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.77% | +0.15% | -2.10% | |
| 26 | CRM | Salesforce INC | 股票-科技 | 0.74% | -0.16% | +1.26% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.73% | +0.13% | -0.47% | |
| 28 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.72% | +0.18% | +20.08% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | -0.09% | +0.34% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.62% | — | -6.74% | |
| 31 | PNC | Pnc Financial Services Group | 股票-金融 | 0.57% | — | +0.08% | |
| 32 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.56% | — | +5.97% | |
| 33 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.54% | — | +13.82% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | -0.05% | +0.13% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | — | -4.00% | |
| 36 | AXP | American Express Co | 股票-金融 | 0.52% | -0.10% | +7.31% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.51% | — | — | |
| 38 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.49% | — | -5.06% | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.49% | -0.08% | +944.34% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.49% | — | -1.55% | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.47% | — | -2.21% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | -0.09% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.46% | — | — | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.45% | — | — | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.45% | -0.21% | +1.37% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | — | +2.34% | |
| 47 | TDG | Transdigm Group INC | 股票-工業 | 0.44% | — | -0.41% | |
| 48 | BLKCHF | Blackrock INC | 股票-其他 | 0.44% | — | +6.18% | |
| 49 | PFE | Pfizer INC | 股票-醫療保健 | 0.43% | — | +4.91% | |
| 50 | TGT | Target CORP | 股票-循環性消費 | 0.43% | — | -1.72% |