CIK: 0001952781
申報總市值
US$4.7億
僅顯示前 200 大持股（共 282 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 | 6.14% | — | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.75% | +0.02% | +9.39% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.77% | +0.04% | +284.16% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.16% | — | +74.78% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.38% | +20.91% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.65% | +0.66% | +303.10% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 2.50% | — | +215.44% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.48% | +0.20% | +2.11% | |
| 9 | FSK | Fs Kkr Capital CORP | 股票-金融 | 2.47% | — | -0.38% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.43% | — | +185.35% | |
| 11 | GSY | Invesco Ultra Short Duration | ETF-其他 | 2.42% | — | +215.30% | |
| 12 | DFAI | Dimensional International Co | ETF-其他 | 1.46% | — | -7.88% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.38% | -0.02% | -15.01% | |
| 14 | TZA | Dirx Dly Smal Cap B3x Etf-ui | ETF-其他 | 1.30% | — | +315.63% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.22% | — | -56.85% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.16% | — | +250.25% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.15% | — | +306.76% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.13% | — | -34.58% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.06% | — | -52.51% | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.03% | — | -0.42% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | +0.13% | +3.99% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.96% | -0.02% | -15.45% | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.89% | — | +0.38% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.81% | — | -15.14% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.80% | -0.15% | +1.46% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | +0.34% | +3.98% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.74% | — | +8.23% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.03% | -2.78% | |
| 29 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.68% | — | -10.89% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | -0.03% | -26.02% | |
| 31 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.65% | — | +292.58% | |
| 32 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.64% | — | -10.21% | |
| 33 | TSLA | Tesla INC | 股票-循環性消費 | 0.62% | -0.14% | +10.23% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.60% | — | +18.64% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.59% | -0.08% | — | |
| 36 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.56% | +0.16% | +23.21% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.56% | — | +12.58% | |
| 38 | COP | Conocophillips | 股票-能源 | 0.55% | — | +1.99% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | +0.10% | +117.59% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.53% | — | -12.76% | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.51% | -0.09% | -1.36% | |
| 42 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.51% | — | +339.66% | |
| 43 | GSID | Goldman Sachs Marketbeta Int | ETF-避險與商品 | 0.51% | +0.16% | +23.27% | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.50% | — | +1.15% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | +0.29% | +233.29% | |
| 46 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 0.49% | — | -33.50% | |
| 47 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.48% | — | +1.46% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | -0.07% | +0.15% | |
| 49 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.47% | — | -10.45% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.45% | — | -12.51% |