CIK: 0001952781
申報總市值
US$4.7億
僅顯示前 200 大持股（共 290 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 | 6.24% | — | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.17% | +0.02% | +52.68% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 3.01% | — | -2.75% | |
| 4 | FSK | Fs Kkr Capital CORP | 股票-金融 | 2.70% | — | +3.06% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.49% | +0.20% | +10.44% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.29% | — | -2.56% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | -0.38% | +0.93% | |
| 8 | SQQQ | ProShares UltraPro Short QQQ | 股票-其他 | 2.26% | — | +46.80% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.89% | — | -52.08% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.80% | — | +29.41% | |
| 11 | DFAI | Dimensional International Co | ETF-其他 | 1.77% | — | +44.84% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.45% | -0.02% | +44.90% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.11% | -0.02% | +31.34% | |
| 14 | ACN | Accenture plc | 股票-科技 | 1.08% | — | -0.58% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.07% | — | -3.11% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.02% | — | +1020.35% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.02% | +0.04% | +164.19% | |
| 18 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.96% | — | — | |
| 19 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.93% | — | — | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.89% | — | — | |
| 21 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.87% | — | — | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | +0.34% | +6.51% | |
| 23 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.82% | — | -3.32% | |
| 24 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 0.82% | — | +30.91% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.78% | — | — | |
| 26 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.78% | — | -2.08% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | -0.15% | +21.43% | |
| 28 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.76% | — | +0.21% | |
| 29 | DFIP | Dimensional Inflation-protec | ETF-其他 | 0.75% | — | +0.22% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | -0.03% | -18.46% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.73% | +0.66% | -16.96% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.72% | +0.13% | +28.37% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.03% | +0.74% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.69% | — | — | |
| 35 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.68% | — | +1.37% | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.63% | — | +30.32% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.62% | — | +3.55% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | -0.08% | -4.53% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.60% | — | +4.42% | |
| 40 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.59% | — | -5.40% | |
| 41 | COP | Conocophillips | 股票-能源 | 0.58% | — | +3.58% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.57% | — | -1.28% | |
| 43 | ✓ | Invesco Exchng Traded Fd Tr | 股票-其他 | 0.56% | — | +74.73% | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.55% | — | +4.71% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | -0.07% | -2.92% | |
| 46 | TSLA | Tesla INC | 股票-循環性消費 | 0.51% | -0.14% | +193.11% | |
| 47 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.50% | +0.16% | +74.79% | |
| 48 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.49% | — | +1.59% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | — | +3.47% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.47% | — | -28.87% |