CIK: 0001952781
申報總市值
US$4.7億
僅顯示前 200 大持股（共 317 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 | 7.92% | +0.04% | +21.97% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 5.87% | — | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.97% | +0.66% | +29.09% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.95% | — | +25.52% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.89% | +0.02% | -0.97% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.82% | -0.38% | -1.49% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.41% | +0.20% | +5.62% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.29% | — | +21.26% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.98% | — | +33.97% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.87% | — | -1.84% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.87% | — | -0.32% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.83% | +0.13% | +7.11% | |
| 13 | GSY | Invesco Ultra Short Duration | ETF-其他 | 1.82% | — | -0.99% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.49% | — | +37.88% | |
| 15 | NCNO | Ncino INC | 股票-其他 | 1.47% | — | +1.11% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.42% | -0.02% | -0.12% | |
| 17 | DFAI | Dimensional International Co | ETF-其他 | 1.27% | — | +9.72% | |
| 18 | FSK | Fs Kkr Capital CORP | 股票-金融 | 1.26% | — | -4.96% | |
| 19 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.18% | -0.08% | +100.19% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.94% | -0.02% | +19.04% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.92% | +0.29% | +22.54% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.03% | +4.73% | |
| 23 | ACN | Accenture plc | 股票-科技 | 0.81% | — | -4.61% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.79% | — | +19.22% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.75% | -0.15% | +0.14% | |
| 26 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.67% | +0.16% | +19.83% | |
| 27 | GSID | Goldman Sachs Marketbeta Int | ETF-避險與商品 | 0.61% | +0.16% | +19.69% | |
| 28 | XYZ | Block INC | 股票-金融 | 0.61% | — | +6.99% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.34% | +2.17% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | -0.03% | -8.01% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.55% | — | +3.44% | |
| 32 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.54% | — | +52.99% | |
| 33 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.54% | — | +27.24% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.54% | -0.08% | -1.27% | |
| 35 | COP | Conocophillips | 股票-能源 | 0.52% | — | +0.49% | |
| 36 | DFSE | Dimensional Em Sus Core1 ETF | ETF-其他 | 0.48% | +0.14% | +19.57% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.48% | — | +2.59% | |
| 38 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.45% | — | — | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.45% | — | +15.78% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.44% | — | -8.49% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.43% | — | -2.90% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | +0.10% | +4.49% | |
| 43 | MORT | Vaneck Mortgage Reit Income | ETF-其他 | 0.42% | — | — | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.42% | -0.09% | -7.43% | |
| 45 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.40% | — | -47.23% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.40% | — | -8.06% | |
| 47 | JVAL | Jpmorgan US Value Factor ETF | ETF-其他 | 0.40% | — | +55.27% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.39% | — | -26.27% | |
| 49 | DIHP | Dimensional International Hi | ETF-其他 | 0.38% | — | +20.71% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.38% | — | +23.43% |