CIK: 0001632105
申報總市值
US$6.8億
僅顯示前 200 大持股（共 272 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.76% | -0.21% | +1.96% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 6.65% | +0.17% | +8.31% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 4.55% | — | +10.97% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.52% | -0.27% | -7.91% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.30% | +0.24% | +9.92% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.38% | -0.07% | +0.21% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.59% | -0.18% | +1.61% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.05% | -0.03% | +1.96% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | -0.11% | +0.20% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.68% | -0.10% | +16.65% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.60% | — | +0.59% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.52% | -0.06% | +3.30% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.43% | +0.09% | +0.85% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.26% | +0.12% | +38.20% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.18% | — | +4.35% | |
| 16 | SO | Southern Co/the | 股票-公用事業 | 1.17% | +0.09% | +0.67% | |
| 17 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 1.14% | -0.12% | — | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 1.01% | -0.10% | +1.39% | |
| 19 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 0.99% | +0.12% | +21.83% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.99% | -0.16% | -0.84% | |
| 21 | WMT | Walmart INC | 股票-非循環性消費 | 0.97% | -0.05% | +0.25% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | — | +3.81% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | — | +1.64% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.77% | -0.10% | +2.71% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | +0.15% | +0.80% | |
| 26 | TSLA | Tesla INC | 股票-循環性消費 | 0.74% | -0.05% | -0.29% | |
| 27 | CAT | Caterpillar INC | 股票-工業 | 0.71% | -0.02% | +3.18% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.66% | -0.03% | +0.06% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.64% | -0.08% | +2.33% | |
| 30 | AXP | American Express Co | 股票-金融 | 0.63% | -0.06% | +9.54% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.61% | — | -0.17% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | — | +0.49% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.11% | +3.75% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.58% | — | +8.85% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.58% | — | +2.44% | |
| 36 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.55% | -0.04% | +89.53% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.54% | +0.09% | — | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.52% | — | +1.78% | |
| 39 | ADBE | Adobe INC | 股票-科技 | 0.52% | — | -0.98% | |
| 40 | ABBV | Abbvie INC | 股票-醫療保健 | 0.51% | — | -4.15% | |
| 41 | AMAT | Applied Materials INC | 股票-科技 | 0.51% | — | +0.68% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.49% | -0.05% | +2.44% | |
| 43 | NFLX | Netflix INC | 股票-通訊服務 | 0.48% | +0.04% | — | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.47% | -0.04% | +3.40% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.46% | -0.08% | +2.85% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.45% | -0.05% | -3.11% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.45% | — | +4.87% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.45% | — | — | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.44% | -0.07% | +0.05% | |
| 50 | DE | Deere & Co | 股票-工業 | 0.44% | — | +1.76% |