CIK: 0002002745
申報總市值
US$1.8億
僅顯示前 200 大持股（共 649 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 29.26% | -22.60% | -0.36% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.97% | -0.62% | -0.74% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.42% | -0.84% | +0.67% | |
| 4 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-其他 | 3.72% | -0.17% | +4.01% | |
| 5 | ACN | Accenture plc | 股票-科技 | 3.62% | -0.52% | -0.07% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 3.59% | -0.11% | -1.70% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.38% | — | +1.94% | |
| 8 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 3.10% | +0.01% | -2.97% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.82% | — | -2.00% | |
| 10 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.71% | -0.35% | +6.67% | |
| 11 | ABBV | Abbvie INC | 股票-醫療保健 | 2.57% | -0.22% | +7.29% | |
| 12 | CGGO | Cap Group Global Growth | ETF-其他 | 1.37% | -0.35% | +41.13% | |
| 13 | BBWI | Bath & Body Works INC | 股票-循環性消費 | 1.37% | -0.08% | +7.79% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.15% | -1.51% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.23% | -0.22% | -3.51% | |
| 16 | GSST | Goldman Sachs Ultra Short Bo | ETF-避險與商品 | 0.97% | -0.13% | -22.21% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | — | -4.40% | |
| 18 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.79% | — | -5.52% | |
| 19 | DWM | Wisdomtree International Equ | ETF-其他 | 0.69% | — | -2.90% | |
| 20 | THO | Thor Industries INC | 股票-循環性消費 | 0.69% | -0.18% | +22.87% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.54% | +0.02% | -2.95% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | — | -0.74% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | -2.76% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.43% | +0.19% | +57.39% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.42% | — | -4.36% | |
| 26 | ROK | Rockwell Automation INC | 股票-工業 | 0.41% | — | -0.16% | |
| 27 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.40% | — | -8.91% | |
| 28 | FFBC | First Financial Bancorp | 股票-其他 | 0.40% | -0.11% | -4.95% | |
| 29 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.38% | — | — | |
| 30 | STE | STERIS plc | 股票-醫療保健 | 0.38% | -0.06% | -4.12% | |
| 31 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.38% | +0.06% | -11.99% | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.34% | — | -10.44% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.32% | — | -5.79% | |
| 34 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.30% | — | -9.92% | |
| 35 | PNC | Pnc Financial Services Group | 股票-金融 | 0.27% | — | -5.53% | |
| 36 | PPG | Ppg Industries INC | 股票-原物料 | 0.26% | — | — | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.25% | -0.05% | -1.13% | |
| 38 | WOR | Worthington Enterprises INC | 股票-其他 | 0.23% | — | -25.11% | |
| 39 | FISV | Fiserv INC | 股票-其他 | 0.23% | — | — | |
| 40 | CGCP | Cap Group Core Plus Income | ETF-其他 | 0.22% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.22% | +0.03% | -5.69% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.21% | — | +37.67% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.20% | +0.03% | -4.43% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.18% | — | -1.91% | |
| 45 | TSLA | Tesla INC | 股票-循環性消費 | 0.18% | — | +9.39% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.17% | — | +120.33% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.17% | +0.08% | -5.55% | |
| 48 | DFAT | Dimensional US Target Value | ETF-其他 | 0.17% | — | +5.40% | |
| 49 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 0.17% | — | — | |
| 50 | NEE | Nextera Energy INC | 股票-公用事業 | 0.17% | — | -1.42% |