CIK: 0001844880
申報總市值
US$5.3億
僅顯示前 200 大持股（共 285 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 | CAOS | Alpha Architect Tail Risk | ETF-其他 | 27.97% | +2.98% | +2.29% | |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 6.96% | +1.93% | +19.03% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.09% | +0.32% | -3.02% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.06% | +0.47% | +644.52% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.88% | +0.66% | +69.81% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.66% | +0.10% | -0.76% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | -0.16% | +0.54% | |
| 8 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.16% | -2.23% | +12.31% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.13% | -0.89% | +40.45% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.06% | +0.11% | +0.03% | |
| 11 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 1.04% | -1.18% | +58.34% | |
| 12 | USMF | Wisdomtree US Multifactor Fu | ETF-其他 | 1.03% | — | +19.07% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | — | +63.92% | |
| 14 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.03% | — | +0.17% | |
| 15 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 0.98% | -2.36% | +68.36% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 0.95% | +0.20% | -1.80% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.93% | +0.06% | +62.71% | |
| 18 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.90% | -0.83% | +171.21% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | — | +1.70% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.79% | +0.10% | +10.81% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.75% | -0.12% | EXIT | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.70% | — | +107.18% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.67% | +0.06% | -0.93% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.65% | -0.05% | -23.15% | |
| 25 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.63% | — | +17.91% | |
| 26 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.63% | — | -5.81% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.57% | -0.70% | +48.95% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.57% | — | +1.21% | |
| 29 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.55% | — | +21.71% | |
| 30 | SIGI | Selective Insurance Group | 股票-金融 | 0.53% | — | — | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.52% | -0.69% | EXIT | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.51% | — | +24.85% | |
| 33 | TSLA | Tesla INC | 股票-循環性消費 | 0.50% | -0.03% | -11.65% | |
| 34 | IGLD | Ft Vest Gold Strategy Target | ETF-避險與商品 | 0.49% | — | +0.38% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.47% | — | -9.31% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | — | +1.24% | |
| 37 | FSIG | Ft LTD Duration Inv Grade | ETF-其他 | 0.45% | — | +0.29% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.43% | — | +1.99% | |
| 39 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.43% | -0.59% | EXIT | |
| 40 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.42% | — | +18.46% | |
| 41 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股與成長 | 0.41% | — | -30.02% | |
| 42 | MTGP | Wisdomtree Mtge Plus Bond | ETF-其他 | 0.40% | -0.66% | EXIT | |
| 43 | DWMF | Wisdomtree International Mul | ETF-其他 | 0.37% | — | +25.83% | |
| 44 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.37% | — | -30.69% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.36% | — | -29.95% | |
| 46 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.35% | — | — | |
| 47 | NFLX | Netflix INC | 股票-通訊服務 | 0.34% | — | -5.74% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.34% | — | -8.23% | |
| 49 | BX | Blackstone INC | 股票-金融 | 0.34% | -0.10% | -14.43% | |
| 50 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.33% | — | -30.61% |