CIK: 0001858782
申報總市值
US$7.2億
僅顯示前 200 大持股（共 214 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 | MSFT | Microsoft CORP | 股票-科技 | 5.86% | -0.30% | -0.30% | |
| 2 | CTOS | Custom Truck One Source INC | 股票-其他 | 5.63% | +2.02% | -0.29% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.35% | -0.02% | +1.25% | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.03% | -0.24% | +1.55% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.54% | -0.08% | +3.74% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.17% | -0.40% | +0.36% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.94% | -0.87% | -6.64% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.52% | — | +9.29% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.27% | +0.06% | +10.08% | |
| 10 | UBER | Uber Technologies INC | 股票-工業 | 3.26% | -0.04% | +1.45% | |
| 11 | TSLA | Tesla INC | 股票-循環性消費 | 3.22% | -0.33% | +2.30% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 3.04% | +0.04% | -9.27% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 2.62% | -0.21% | +2.79% | |
| 14 | AVDE | Avantis International Equity | ETF-其他 | 2.12% | -0.25% | +8.39% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.05% | -0.26% | +1.06% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.01% | -0.19% | +3.42% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.81% | -0.16% | +3.22% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 1.76% | +1.50% | -1.29% | |
| 19 | PANW | Palo Alto Networks INC | 股票-科技 | 1.47% | +0.81% | +26.60% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.32% | -0.08% | +3.63% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.21% | -0.10% | +23.28% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.95% | — | -0.23% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.92% | — | +8.17% | |
| 24 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.88% | +0.02% | +0.39% | |
| 25 | MMM | 3m Co | 股票-工業 | 0.84% | — | -7.38% | |
| 26 | CLX | Clorox Company | 股票-非循環性消費 | 0.78% | +0.32% | +17.73% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.73% | — | +2.65% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.02% | +0.29% | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.71% | — | -3.70% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.67% | — | +12.39% | |
| 31 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.64% | — | +21.51% | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.63% | +0.01% | +2.47% | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.61% | -0.03% | -3.61% | |
| 34 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-其他 | 0.58% | — | +10.76% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.56% | — | -0.95% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.56% | — | -8.08% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.55% | — | — | |
| 38 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.54% | — | +53.91% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.53% | — | -36.36% | |
| 40 | MELI | Mercadolibre INC | 股票-循環性消費 | 0.52% | — | +0.46% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.52% | — | -0.13% | |
| 42 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.52% | — | -15.47% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.51% | — | +2.52% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.50% | — | +3.10% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.46% | -0.29% | +5.66% | |
| 46 | ASML | ASML Holding N.V. | 股票-科技 | 0.43% | +0.05% | -28.03% | |
| 47 | VTV | Vanguard Value ETF | ETF-其他 | 0.42% | — | -6.57% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.41% | — | +16.18% | |
| 49 | WMT | Walmart INC | 股票-非循環性消費 | 0.41% | — | +4.20% | |
| 50 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.38% | +0.05% | — |