CIK: 0002016719
申報總市值
US$1.2億
僅顯示前 200 大持股（共 403 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 | ACN | Accenture plc | 股票-科技 | 25.84% | -3.93% | -0.27% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 13.23% | +1.68% | +4.75% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.92% | +1.55% | +4.89% | |
| 4 | ESNT | Essent Group Ltd. | 股票-金融 | 5.83% | -0.73% | -0.43% | |
| 5 | ACCDUSD | Accolade INC | 股票-其他 | 4.14% | — | — | |
| 6 | WRB | Wr Berkley CORP | 股票-金融 | 3.73% | +0.03% | — | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.72% | +0.20% | +10.52% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.55% | — | +0.03% | |
| 9 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 2.28% | -2.27% | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.63% | +0.14% | +1.80% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.50% | +0.03% | -1.01% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.42% | +0.02% | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.25% | +0.01% | — | |
| 14 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.25% | — | -0.47% | |
| 15 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.14% | -0.09% | +9.07% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.08% | +0.05% | +13.36% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.01% | -0.05% | +0.04% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.90% | +0.03% | +0.12% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.06% | — | |
| 20 | STXF | Strive 500 ETF | ETF-其他 | 0.78% | +0.09% | +0.30% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.77% | -0.03% | +80.65% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.70% | — | +0.75% | |
| 23 | PH | Parker Hannifin CORP | 股票-工業 | 0.59% | — | — | |
| 24 | EOS | Eaton Vance Enh Eqt INC Ii | 股票-其他 | 0.58% | -0.01% | — | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.57% | -0.05% | +593.40% | |
| 26 | CSQ | Calamos Strat Ttl Rtrn Fnd | 股票-其他 | 0.57% | -0.02% | — | |
| 27 | ETG | Eaton Vance T/a Gl Dvd Incm | 股票-其他 | 0.54% | -0.04% | — | |
| 28 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.48% | — | — | |
| 29 | EPD | Enterprise Products Partners | 股票-能源 | 0.48% | +0.10% | — | |
| 30 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股與成長 | 0.45% | — | — | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.44% | -0.07% | -12.09% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.40% | -0.02% | -2.57% | |
| 33 | TSLA | Tesla INC | 股票-循環性消費 | 0.39% | -0.03% | — | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.34% | — | +0.30% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.32% | — | — | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.32% | — | +0.10% | |
| 37 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.31% | — | -5.70% | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.30% | — | — | |
| 39 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.30% | -0.04% | -32.13% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.30% | — | +13.68% | |
| 41 | EIPI | Ft Energy Income ETF | ETF-其他 | 0.30% | +0.05% | — | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.29% | — | — | |
| 43 | ISMD | Inspire Small/mid Cap ETF | ETF-其他 | 0.29% | -0.12% | -20.29% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.29% | — | -9.18% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.28% | — | +6.86% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.28% | — | +12.87% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.28% | — | — | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.27% | — | +0.38% | |
| 49 | ET | Energy Transfer LP | 股票-能源 | 0.27% | +0.03% | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.26% | — | +1.14% |