CIK: 0001936603
申報總市值
US$5.9億
僅顯示前 200 大持股（共 354 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 23.23% | -0.61% | +1.03% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 10.52% | +0.31% | +2.39% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 8.96% | +0.21% | +2.54% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 8.68% | +0.14% | +3.16% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 7.14% | +0.18% | +3.71% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.18% | +0.11% | +3.40% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 4.56% | -0.06% | +0.00% | |
| 8 | LCNB | Lcnb Corporation | 股票-其他 | 3.38% | -0.06% | — | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.79% | -0.10% | +0.67% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.38% | -0.64% | +6.98% | |
| 11 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.20% | — | -18.78% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.08% | +5.67% | |
| 13 | CTAS | Cintas CORP | 股票-工業 | 0.96% | -0.06% | -3.98% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | -0.19% | +1.32% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.88% | -0.08% | -0.35% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.52% | — | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.47% | -0.08% | +1.42% | |
| 18 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.46% | — | -34.60% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.40% | — | +2.42% | |
| 20 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.39% | — | — | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.38% | — | — | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.37% | — | -11.25% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.36% | -0.02% | +42.36% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.35% | -0.08% | -0.19% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.35% | — | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.35% | — | -1.86% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | +0.08% | +3.02% | |
| 28 | NEE | Nextera Energy INC | 股票-公用事業 | 0.32% | +0.03% | — | |
| 29 | TSLA | Tesla INC | 股票-循環性消費 | 0.32% | -0.04% | +1.52% | |
| 30 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-其他 | 0.32% | +0.03% | -4.61% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.31% | — | +1.46% | |
| 32 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.30% | — | — | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.30% | — | +2.18% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.29% | — | +0.15% | |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.28% | — | -3.92% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.27% | — | — | |
| 37 | PFE | Pfizer INC | 股票-醫療保健 | 0.27% | — | -1.15% | |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.26% | -0.03% | -4.38% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.26% | +0.03% | +2.92% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.25% | -0.03% | +65.22% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.25% | — | +44.41% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.24% | -0.03% | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.24% | — | -2.68% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.23% | — | +0.83% | |
| 45 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.22% | — | — | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.22% | — | — | |
| 47 | KR | Kroger Co | 股票-非循環性消費 | 0.19% | — | +45.36% | |
| 48 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.17% | — | +32.47% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.17% | — | +1.68% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.17% | — | +50.73% |