CIK: 0002002745
申報總市值
US$1.8億
僅顯示前 200 大持股（共 640 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 | 24.73% | -22.60% | -5.81% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.86% | -0.84% | +16.04% | |
| 3 | CGGO | Cap Group Global Growth | ETF-其他 | 7.43% | -0.35% | +192.12% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.97% | -0.62% | -0.84% | |
| 5 | GSST | Goldman Sachs Ultra Short Bo | ETF-避險與商品 | 6.49% | -0.13% | +163.44% | |
| 6 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-其他 | 3.61% | -0.17% | -1.07% | |
| 7 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.94% | -0.11% | +1.29% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.73% | — | -0.75% | |
| 9 | ABBV | Abbvie INC | 股票-醫療保健 | 2.55% | -0.22% | — | |
| 10 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 2.47% | +0.01% | -0.05% | |
| 11 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.25% | -0.35% | -5.87% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.91% | — | -3.00% | |
| 13 | ACN | Accenture plc | 股票-科技 | 1.66% | -0.52% | -14.45% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.28% | -0.22% | -3.67% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.15% | -1.29% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.06% | — | +430.95% | |
| 17 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.94% | — | — | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | — | -5.47% | |
| 19 | BBWI | Bath & Body Works INC | 股票-循環性消費 | 0.77% | -0.08% | -0.30% | |
| 20 | DWM | Wisdomtree International Equ | ETF-其他 | 0.71% | — | +6.85% | |
| 21 | THO | Thor Industries INC | 股票-循環性消費 | 0.59% | -0.18% | — | |
| 22 | WOR | Worthington Enterprises INC | 股票-其他 | 0.48% | — | +3.99% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.46% | +0.02% | -5.97% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.41% | +26.32% | -2.93% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.40% | — | -0.54% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.39% | +0.19% | -3.83% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.37% | — | -5.38% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | -8.11% | |
| 29 | ROK | Rockwell Automation INC | 股票-工業 | 0.36% | — | — | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.36% | — | +10.28% | |
| 31 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.33% | — | — | |
| 32 | ENDW | Cambria Endowment Style ETF | ETF-其他 | 0.32% | — | -33.24% | |
| 33 | STE | STERIS plc | 股票-醫療保健 | 0.32% | -0.06% | -4.94% | |
| 34 | FFBC | First Financial Bancorp | 股票-其他 | 0.29% | -0.11% | — | |
| 35 | HD | Home Depot INC | 股票-循環性消費 | 0.27% | — | -9.71% | |
| 36 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.26% | — | -8.47% | |
| 37 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.25% | +0.06% | -2.65% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.24% | +0.03% | +1.67% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.22% | — | -1.79% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.21% | +0.03% | +0.70% | |
| 41 | PNC | Pnc Financial Services Group | 股票-金融 | 0.21% | — | -7.09% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.20% | — | — | |
| 43 | PPG | Ppg Industries INC | 股票-原物料 | 0.18% | — | — | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.18% | -0.05% | +38.95% | |
| 45 | CGCP | Cap Group Core Plus Income | ETF-其他 | 0.18% | — | — | |
| 46 | PH | Parker Hannifin CORP | 股票-工業 | 0.18% | — | — | |
| 47 | DFAI | Dimensional International Co | ETF-其他 | 0.17% | — | — | |
| 48 | EXK | Exact Sciences CORP | 股票-原物料 | 0.16% | -0.28% | EXIT | |
| 49 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 0.16% | — | — | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.16% | — | — |