CIK: 0001845199
申報總市值
US$1.8億
僅顯示前 200 大持股（共 355 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 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 7.39% | — | -0.57% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.81% | +0.17% | -2.62% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.45% | -0.18% | -1.21% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.20% | — | +0.38% | |
| 5 | IVLU | Ishares Msci International V | ETF-其他 | 2.94% | +0.15% | +6.22% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.77% | -0.16% | +12.80% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.60% | -0.25% | -2.71% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.26% | — | -0.75% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.15% | -0.16% | +36.89% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.98% | — | -3.63% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.67% | -0.19% | -0.88% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.65% | — | -1.48% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.64% | -0.08% | -2.77% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.63% | -0.15% | +20.34% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.57% | -0.24% | +53.67% | |
| 16 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.48% | — | -0.57% | |
| 17 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.43% | — | +2.10% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.39% | -0.12% | -0.25% | |
| 19 | IRM | Iron Mountain INC | 股票-房地產 | 1.38% | -0.31% | -0.54% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.34% | -0.09% | -1.27% | |
| 21 | WMT | Walmart INC | 股票-非循環性消費 | 1.31% | -0.23% | +198.67% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.30% | — | -2.71% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.23% | -0.08% | +25.01% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.13% | -0.13% | -4.70% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.08% | — | +23.70% | |
| 26 | COP | Conocophillips | 股票-能源 | 1.04% | — | -0.99% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.02% | -0.30% | +636.90% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.00% | — | — | |
| 29 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.97% | +0.09% | -4.13% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.95% | — | +1.99% | |
| 31 | PEP | Pepsico INC | 股票-非循環性消費 | 0.86% | — | -2.12% | |
| 32 | NSC | Norfolk Southern CORP | 股票-工業 | 0.86% | -0.13% | -0.15% | |
| 33 | ETN | Eaton Corporation plc | 股票-工業 | 0.85% | -0.12% | -9.50% | |
| 34 | EQWL | Invesco S&p 100 Equal Weight | ETF-其他 | 0.82% | -0.12% | +1.57% | |
| 35 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.72% | — | -0.34% | |
| 36 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.71% | — | +1.16% | |
| 37 | FISV | Fiserv INC | 股票-其他 | 0.64% | -0.20% | — | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.64% | -0.11% | -17.31% | |
| 39 | FYLD | Cambria Foreign Shareholder | ETF-其他 | 0.62% | — | +611.07% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.61% | — | — | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.59% | — | -0.80% | |
| 42 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型股 | 0.58% | — | -0.47% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | -0.15% | -7.09% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | -0.47% | |
| 45 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.53% | -0.14% | -26.72% | |
| 46 | PFE | Pfizer INC | 股票-醫療保健 | 0.50% | — | -31.49% | |
| 47 | PPH | Vaneck Pharmaceutical ETF | ETF-其他 | 0.50% | — | +0.11% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | — | — | |
| 49 | CI | THE Cigna Group | 股票-醫療保健 | 0.48% | — | -3.56% | |
| 50 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.48% | — | -7.09% |