| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.8% | -3.08% | 減碼 |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.6% | +0.79% | 加碼 |
| 3 | IVE | Ishares S&p 500 Value ETF | +0.3% | +46.16% | 加碼 |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.2% | -2.12% | 減碼 |
| 5 | BAC | Bank Of America CORP | +0.1% | +15.70% | 加碼 |
| 6 | IWN | Ishares Russell 2000 Value E | +0.1% | -2.16% | 減碼 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +6.67% | 加碼 |
| 8 | VIAV | Viavi Solutions INC | 0% | — | 不變 |
| 9 | DLN | Wisdomtree US Largecap Divid | 0% | — | 不變 |
| 10 | IWD | Ishares Russell 1000 Value E | — | -6.21% | 減碼 |
| 11 | ENR | Energizer Holdings INC | — | — | 不變 |
| 12 | IWM | Ishares Russell 2000 ETF | 0% | -11.44% | 減碼 |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.6% | -10.60% | 減碼 |
| 14 | DXJ | Wisdomtree Japan Hedged Eq | -3.9% | -78.89% | 減碼 |
| 15 | ✓ | Nebius Group N V | — | EXIT | 清倉 |
| 16 | NBIS | Nebius Group NV | — | NEW | 新建倉 |
| 17 | HEDJ | Wisdomtree Europe Hedged Equ | — | EXIT | 清倉 |
| 18 | AGG | Ishares Core U.s. Aggregate | — | NEW | 新建倉 |
| 19 | JPM | Jpmorgan Chase & Co | — | NEW | 新建倉 |
| 20 | LITE | Lumentum Holdings INC | — | NEW | 新建倉 |
| 21 | ✓ | J P Morgan Chase And Co | — | EXIT | 清倉 |
| 22 | NGVT | Ingevity CORP | — | NEW | 新建倉 |
| 23 | AAXJ | Ishares Msci All Country Asi | — | EXIT | 清倉 |
| 24 | C | Citigroup INC | — | NEW | 新建倉 |
| 25 | HPE | Hewlett Packard Enterprise | — | NEW | 新建倉 |
| 26 | SPTI | Ss Spdr P Int Term Tsy ETF | — | NEW | 新建倉 |
| 27 | TDS | Telephone And Data Systems | — | EXIT | 清倉 |
| 28 | IVW | Ishares S&p 500 Growth ETF | — | NEW | 新建倉 |
| 29 | CABO | Cable One INC | — | NEW | 新建倉 |
| 30 | ✓ | Topbuild CORP Com | — | EXIT | 清倉 |
| 31 | ✓ | Gannett Co Inc | — | EXIT | 清倉 |
| 32 | GCI1EUR | Gannett Co INC | — | NEW | 新建倉 |
| 33 | ACWI | iShares MSCI ACWI ETF | — | NEW | 新建倉 |