CIK: 0001960860
申報總市值
US$2.9億
僅顯示前 200 大持股（共 227 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 | 4.62% | -0.21% | -4.22% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.58% | -0.75% | -2.75% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.04% | -0.09% | -2.27% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.03% | +0.02% | -0.34% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.73% | — | -0.43% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.56% | +0.05% | -2.28% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-其他 | 3.25% | — | +10.59% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.89% | -0.06% | -10.03% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.80% | -0.07% | -5.00% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.34% | -0.15% | -2.06% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.22% | -0.15% | -2.00% | |
| 12 | BLPRCRI | Blackstone Private Credit-i | 股票-其他 | 2.07% | — | — | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.98% | -0.04% | -5.11% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.90% | +0.24% | -0.09% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.61% | — | -0.68% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.60% | — | — | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | -0.11% | +0.86% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.37% | — | -1.06% | |
| 19 | WMT | Walmart INC | 股票-非循環性消費 | 1.17% | +0.17% | +0.47% | |
| 20 | KR | Kroger Co | 股票-非循環性消費 | 1.15% | -0.20% | -47.82% | |
| 21 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.05% | +0.18% | -10.28% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | -0.09% | -11.52% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 0.98% | -0.08% | +3.43% | |
| 24 | ADP | Automatic Data Processing | 股票-科技 | 0.95% | -0.15% | -0.19% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.88% | +0.15% | +3.56% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.87% | +0.13% | +8.96% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.84% | — | — | |
| 28 | NOW | Servicenow INC | 股票-科技 | 0.79% | -0.15% | +1.45% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | +0.19% | -2.39% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.74% | -0.08% | +7.47% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.73% | -0.10% | +9.27% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.72% | -0.14% | -5.92% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.67% | -0.19% | -3.37% | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.63% | -0.16% | -0.61% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | +38.01% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | -0.05% | -1.42% | |
| 37 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.58% | — | +1.74% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.57% | — | -38.38% | |
| 39 | CAT | Caterpillar INC | 股票-工業 | 0.55% | +0.18% | -15.15% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.51% | — | — | |
| 41 | BLK | Blackrock INC | 股票-金融 | 0.51% | — | +2.86% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.49% | -0.21% | -11.16% | |
| 43 | PNC | Pnc Financial Services Group | 股票-金融 | 0.49% | — | -29.30% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.49% | — | +5.70% | |
| 45 | NFLX | Netflix INC | 股票-通訊服務 | 0.48% | — | -2.31% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.46% | — | — | |
| 47 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.45% | — | +8.83% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.44% | -0.07% | +37.94% | |
| 49 | TSLA | Tesla INC | 股票-循環性消費 | 0.44% | -0.12% | +6.86% | |
| 50 | AMGN | Amgen INC | 股票-醫療保健 | 0.44% | — | -0.30% |