CIK: 0001952781
申報總市值
US$4.7億
僅顯示前 200 大持股（共 306 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.78% | +0.04% | +37.22% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 5.78% | — | +3.13% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.23% | +0.66% | +26.02% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.77% | +0.02% | -0.36% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.94% | -0.38% | +4.63% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.66% | — | +90.48% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.23% | +0.20% | -1.49% | |
| 8 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 2.19% | — | -1.33% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.15% | — | -0.76% | |
| 10 | GSY | Invesco Ultra Short Duration | ETF-其他 | 2.11% | — | -2.12% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.02% | — | +37.30% | |
| 12 | FSK | Fs Kkr Capital CORP | 股票-金融 | 1.59% | — | -25.79% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.55% | — | -35.20% | |
| 14 | NCNO | Ncino INC | 股票-其他 | 1.51% | — | -0.03% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.38% | -0.02% | +1.72% | |
| 16 | DFAI | Dimensional International Co | ETF-其他 | 1.26% | — | +0.45% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.26% | — | +48.32% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | +0.13% | -3.20% | |
| 19 | ACN | Accenture plc | 股票-科技 | 0.99% | — | -1.41% | |
| 20 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.88% | — | -9.08% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.85% | +0.29% | +34.90% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.84% | -0.02% | +2.25% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.80% | -0.15% | +0.57% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.77% | — | +45.17% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.69% | -0.03% | -0.54% | |
| 26 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.67% | -0.08% | +55.41% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.62% | — | -4.77% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.62% | — | +74.20% | |
| 29 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.61% | +0.16% | +13.28% | |
| 30 | XYZ | Block INC | 股票-金融 | 0.60% | — | +16.08% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | -0.03% | -9.10% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.59% | — | -35.90% | |
| 33 | TSLA | Tesla INC | 股票-循環性消費 | 0.57% | -0.14% | +4.48% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.57% | -0.08% | -1.73% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.34% | -5.84% | |
| 36 | GSID | Goldman Sachs Marketbeta Int | ETF-避險與商品 | 0.56% | +0.16% | +13.36% | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.56% | — | -27.86% | |
| 38 | COP | Conocophillips | 股票-能源 | 0.55% | — | +1.09% | |
| 39 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.52% | — | — | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.51% | — | — | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.50% | — | -25.42% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.49% | — | -37.39% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.47% | +0.10% | — | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.46% | — | +1.85% | |
| 45 | DFSE | Dimensional Em Sus Core1 ETF | ETF-其他 | 0.46% | +0.14% | +12.32% | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.44% | -0.09% | -16.02% | |
| 47 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.43% | — | +41.36% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.42% | — | +3.31% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | -0.07% | -4.77% | |
| 50 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.40% | — | -20.93% |