CIK: 0001830819
申報總市值
US$264.3億
僅顯示前 200 大持股（共 2807 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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 4.47% | — | -72.38% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.56% | -0.15% | +6.43% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.22% | -0.09% | +16.67% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.11% | -0.24% | +4.57% | |
| 5 | PH | Parker Hannifin CORP | 股票-工業 | 2.09% | — | +1.44% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.95% | -0.44% | +1.78% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.70% | +0.07% | +8.55% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.46% | — | +5.35% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.39% | — | +7.13% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.27% | — | -22.15% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 1.09% | — | +11.57% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | — | +9.76% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.97% | — | +3.83% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | +0.11% | +8.00% | |
| 15 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.84% | +0.02% | +17.95% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.80% | — | +3.79% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.75% | — | +2.01% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.69% | +0.06% | +9.55% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | — | -5.30% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | — | -0.83% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | — | -1.48% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.52% | +0.05% | +18.83% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.49% | — | +19.55% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | -0.16% | +6.40% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.48% | -0.28% | -1.35% | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.47% | +0.08% | +9.62% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | — | +4.39% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.43% | — | +8.95% | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.43% | — | +0.25% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.42% | — | +5.71% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.42% | — | +3.73% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.42% | — | +11.89% | |
| 33 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.41% | — | +13.77% | |
| 34 | TSLA | Tesla INC | 股票-循環性消費 | 0.38% | — | +6.18% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.38% | — | +11.94% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.37% | +0.06% | +5.88% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.36% | — | +1.32% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.35% | — | -11.20% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.35% | — | +5.96% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.35% | +0.03% | -18.23% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | +1.73% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.34% | +0.02% | -17.02% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.34% | — | +10.06% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | +0.18% | +12.23% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.33% | — | -13.79% | |
| 46 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.33% | +0.15% | +61.63% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.32% | — | +1.38% | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.32% | +0.04% | -8.50% | |
| 49 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 0.32% | +0.11% | +80.39% | |
| 50 | ABBV | Abbvie INC | 股票-醫療保健 | 0.32% | — | +3.74% |