CIK: 0001845199
申報總市值
US$1.8億
僅顯示前 200 大持股（共 341 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 | 5.68% | — | -9.38% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.21% | +0.17% | -4.62% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 5.15% | -0.18% | -0.11% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.96% | -0.15% | +4.56% | |
| 5 | IVLU | Ishares Msci International V | ETF-其他 | 3.43% | +0.15% | +1.23% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.19% | — | +1.82% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.04% | -0.16% | +11.38% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | -0.25% | +1.11% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.35% | -0.16% | +2.35% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.16% | — | -0.56% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.97% | -0.08% | +9.03% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.95% | — | +1.66% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.92% | -0.24% | +4.53% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.66% | -0.30% | +12.80% | |
| 15 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.66% | — | +0.87% | |
| 16 | WMT | Walmart INC | 股票-非循環性消費 | 1.60% | -0.23% | +12.71% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.49% | -0.14% | +14.50% | |
| 18 | IRM | Iron Mountain INC | 股票-房地產 | 1.44% | -0.31% | -0.96% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.41% | — | +1.65% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | — | -4.27% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.35% | -0.08% | -1.89% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.32% | -0.13% | +2.04% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.27% | — | -7.97% | |
| 24 | EQWL | Invesco S&p 100 Equal Weight | ETF-其他 | 1.22% | -0.12% | +2.03% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.17% | — | — | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.17% | -0.12% | -1.29% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.16% | -0.19% | -3.15% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.09% | -0.09% | +3.37% | |
| 29 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.07% | — | -0.92% | |
| 30 | AVES | Avantis Emerging Markets Val | ETF-新興市場 | 1.02% | — | +10.16% | |
| 31 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.01% | — | +0.81% | |
| 32 | FYLD | Cambria Foreign Shareholder | ETF-其他 | 0.81% | — | +7.81% | |
| 33 | VFVA | Vanguard U.s. Value Factor | ETF-其他 | 0.74% | -0.08% | +18.66% | |
| 34 | NSC | Norfolk Southern CORP | 股票-工業 | 0.71% | -0.13% | — | |
| 35 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 0.68% | — | +2.45% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | +2.01% | |
| 37 | FISV | Fiserv INC | 股票-其他 | 0.62% | -0.20% | — | |
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 0.60% | -0.12% | — | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.56% | -0.16% | — | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.54% | — | +3.29% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.53% | -0.15% | -4.11% | |
| 42 | COP | Conocophillips | 股票-能源 | 0.53% | — | -9.50% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.51% | — | — | |
| 44 | PEP | Pepsico INC | 股票-非循環性消費 | 0.50% | — | — | |
| 45 | RTX | Rtx CORP | 股票-工業 | 0.49% | — | -0.97% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.49% | -0.11% | -2.07% | |
| 47 | PM | Philip Morris International | 股票-非循環性消費 | 0.48% | -0.08% | -2.20% | |
| 48 | MO | Altria Group INC | 股票-非循環性消費 | 0.47% | -0.10% | -4.93% | |
| 49 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.47% | — | — | |
| 50 | ABBV | Abbvie INC | 股票-醫療保健 | 0.46% | — | +12.63% |