CIK: 0001476804
申報總市值
US$16.1億
僅顯示前 200 大持股（共 219 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-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.18% | -0.59% | +3.12% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.88% | — | +12.66% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.87% | -0.29% | +4.08% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.73% | -0.67% | +6.53% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.58% | -0.35% | +5.80% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.13% | — | +0.55% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.91% | -0.08% | +10.53% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.84% | -0.23% | +18.35% | |
| 9 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.69% | — | +13.69% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 1.62% | — | +44.19% | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.52% | — | +1.70% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.52% | +0.18% | -4.27% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.50% | — | +4.26% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.46% | -0.20% | +0.14% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.43% | — | +42.04% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.40% | — | +28.00% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.35% | — | -3.68% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.28% | — | +8.71% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.28% | -0.10% | -7.54% | |
| 20 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.22% | — | +16.04% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.11% | — | +4.44% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.09% | — | +150.60% | |
| 23 | WMT | Walmart INC | 股票-非循環性消費 | 1.07% | +0.09% | +8.79% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.10% | +4.28% | |
| 25 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 0.94% | — | +23.31% | |
| 26 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.88% | — | -0.28% | |
| 27 | PEP | Pepsico INC | 股票-非循環性消費 | 0.88% | — | +18.55% | |
| 28 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.84% | — | -0.82% | |
| 29 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.83% | — | +2.02% | |
| 30 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.81% | -0.15% | +16.56% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | — | +7.02% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.78% | — | +7.83% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.73% | — | +54.49% | |
| 34 | SUB | Ishares Short-term National | ETF-其他 | 0.73% | — | -29.48% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.68% | -0.18% | +17.22% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | -0.06% | +50.28% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.66% | +0.16% | -0.05% | |
| 38 | UTXZ | United Tech CORP | 股票-其他 | 0.65% | — | +2.58% | |
| 39 | APPN | Appian Corp-a | 股票-其他 | 0.64% | — | +1.20% | |
| 40 | DHR | Danaher CORP | 股票-醫療保健 | 0.63% | — | +43.35% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.59% | — | +8.19% | |
| 42 | BATRAUSD | Liberty Media Corp-braves A | 股票-其他 | 0.57% | — | +6.34% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.55% | -0.09% | +472.48% | |
| 44 | PYPL | Paypal Holdings INC | 股票-金融 | 0.54% | — | -0.28% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.53% | — | +21.12% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.52% | — | +0.33% | |
| 47 | CRM | Salesforce INC | 股票-科技 | 0.52% | — | +1.56% | |
| 48 | T | At&t INC | 股票-通訊服務 | 0.51% | — | +10.21% | |
| 49 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.51% | — | +5.77% | |
| 50 | PFE | Pfizer INC | 股票-醫療保健 | 0.50% | — | -10.57% |