CIK: 0001952781
申報總市值
US$4.7億
僅顯示前 200 大持股（共 252 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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 7.50% | — | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.42% | — | +38.86% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 3.53% | — | +1706.27% | |
| 4 | SQQQ | ProShares UltraPro Short QQQ | 股票-其他 | 3.37% | — | — | |
| 5 | FSK | Fs Kkr Capital CORP | 股票-金融 | 2.95% | — | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.69% | +0.20% | +37.27% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.57% | +0.02% | +73.29% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.57% | — | +1379.28% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.24% | -0.38% | +60.54% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.55% | — | +62.75% | |
| 11 | DFAI | Dimensional International Co | ETF-其他 | 1.35% | — | — | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.21% | — | — | |
| 13 | ACN | Accenture plc | 股票-科技 | 1.21% | — | +275.81% | |
| 14 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.97% | — | — | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.97% | -0.02% | +10.55% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.97% | +0.66% | -15.81% | |
| 17 | TZA | Dirx Dly Smal Cap B3x Etf-ui | ETF-其他 | 0.97% | — | +119.56% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | +0.34% | +2.42% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.93% | — | — | |
| 20 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.88% | — | +43.04% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.03% | +18.21% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.88% | — | +65.56% | |
| 23 | DFIP | Dimensional Inflation-protec | ETF-其他 | 0.86% | — | +41.73% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | -0.02% | +51.51% | |
| 25 | COP | Conocophillips | 股票-能源 | 0.80% | — | +6.83% | |
| 26 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.78% | — | -47.51% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.76% | — | +91.88% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.76% | — | +63.25% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.75% | — | +14.45% | |
| 30 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 0.74% | — | +79.02% | |
| 31 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.72% | — | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.72% | -0.08% | — | |
| 33 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.70% | — | +14.83% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.66% | — | +68.74% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.64% | -0.15% | +31.38% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.62% | — | +113.75% | |
| 37 | RUN | Sunrun INC | 股票-科技 | 0.61% | — | +1.10% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.61% | -0.03% | +16.25% | |
| 39 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.60% | — | +181.85% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | -0.07% | +26.75% | |
| 41 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.56% | — | — | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.55% | -0.09% | +7.97% | |
| 43 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.55% | — | +64.30% | |
| 44 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.52% | — | — | |
| 45 | DFSD | Dimensional Short Duration | ETF-其他 | 0.52% | — | +0.05% | |
| 46 | NUGT | Dirxn Dly Gm Indx B2x Etf-ui | ETF-其他 | 0.52% | — | — | |
| 47 | HES | Hess CORP | 股票-其他 | 0.47% | — | +6.00% | |
| 48 | PM | Philip Morris International | 股票-非循環性消費 | 0.47% | — | +55.00% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.46% | — | +71.43% | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.45% | -0.09% | — |