CIK: 0001952781
申報總市值
US$4.7億
僅顯示前 200 大持股（共 342 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 | 7.33% | +0.04% | -13.57% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 5.51% | — | — | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.07% | +0.02% | +4.35% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.06% | +0.66% | -9.63% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.93% | — | -3.33% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.68% | +0.13% | +7.57% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.61% | -0.38% | +1.84% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.59% | — | +9.48% | |
| 9 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 2.09% | +0.65% | +686.22% | |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 2.02% | -0.08% | +10.44% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.93% | — | -5.90% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.92% | — | +8.38% | |
| 13 | GSY | Invesco Ultra Short Duration | ETF-其他 | 1.88% | — | -6.37% | |
| 14 | CONL | Granitesh 2x Lng Coin Etf-us | ETF-其他 | 1.87% | — | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.81% | +0.20% | +1.10% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.66% | -0.02% | +3.93% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.10% | -0.02% | -0.98% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.09% | -0.03% | +13.24% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.07% | +0.29% | +12.63% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.00% | — | +7.05% | |
| 21 | TSLA | Tesla INC | 股票-循環性消費 | 0.91% | -0.14% | +10.04% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.84% | -0.15% | -0.54% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | — | -0.07% | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 0.79% | -0.09% | +18.69% | |
| 25 | PCT | Purecycle Technologies INC | 股票-其他 | 0.77% | -0.40% | +767.68% | |
| 26 | MORT | Vaneck Mortgage Reit Income | ETF-其他 | 0.77% | — | +8.36% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | +0.34% | +6.79% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.72% | — | -0.46% | |
| 29 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.63% | +0.16% | +0.66% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.59% | — | +5.79% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.58% | -0.08% | +4.50% | |
| 32 | GSID | Goldman Sachs Marketbeta Int | ETF-避險與商品 | 0.57% | +0.16% | +1.24% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | -0.03% | -3.60% | |
| 34 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.52% | — | +135.57% | |
| 35 | KNF | Knife River CORP | 股票-原物料 | 0.51% | — | — | |
| 36 | XYZ | Block INC | 股票-金融 | 0.49% | — | -2.13% | |
| 37 | DFSE | Dimensional Em Sus Core1 ETF | ETF-其他 | 0.49% | +0.14% | +1.19% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.47% | — | +8.01% | |
| 39 | ACP | Abrdn Income Credit Strat | 股票-其他 | 0.46% | — | +24.17% | |
| 40 | PDI | Pimco Dynamic Income Fund | 股票-金融 | 0.46% | — | +18.82% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.45% | — | +8.35% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.43% | — | +3.41% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.42% | — | -11.81% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.41% | — | +1.31% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | -0.07% | +13.24% | |
| 46 | BGX | Blackstone Long-short Credit | 股票-其他 | 0.39% | — | +19.68% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.38% | — | +4.60% | |
| 48 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.38% | — | +2.23% | |
| 49 | HD | Home Depot INC | 股票-循環性消費 | 0.37% | — | +1.97% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.37% | — | +2.23% |