CIK: 0001476804
申報總市值
US$16.1億
僅顯示前 200 大持股（共 316 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 | 5.24% | -0.59% | +0.21% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.01% | -0.29% | -1.93% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.98% | -0.67% | +1.65% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.90% | -0.09% | +2.40% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.75% | -0.35% | +0.66% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.66% | -0.23% | +1.97% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.22% | -0.10% | +45.46% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.99% | -0.08% | +0.37% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.95% | — | -4.92% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.94% | — | +2.75% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.84% | — | +1.36% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.64% | -0.11% | +756.31% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.26% | — | +4.81% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.20% | -0.20% | +3.93% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.20% | — | +2.22% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.09% | +0.16% | +0.72% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.07% | -0.18% | +2.36% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.00% | — | -36.93% | |
| 19 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.99% | -0.15% | -9.58% | |
| 20 | PGR | Progressive CORP | 股票-金融 | 0.96% | -0.08% | +1.49% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | -0.10% | -0.23% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.93% | +0.17% | +4.65% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.92% | — | +5.06% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.06% | +3.84% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.81% | — | +4.07% | |
| 26 | MKL | Markel Group INC | 股票-金融 | 0.80% | — | +1.69% | |
| 27 | CSL | Carlisle Cos INC | 股票-工業 | 0.73% | — | +4.26% | |
| 28 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.73% | — | -2.32% | |
| 29 | DHR | Danaher CORP | 股票-醫療保健 | 0.71% | — | -0.27% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.71% | — | -1.92% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.71% | — | +6.76% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | +0.18% | -3.64% | |
| 33 | VDE | Vanguard Energy ETF | ETF-其他 | 0.69% | +0.20% | +3.74% | |
| 34 | WMT | Walmart INC | 股票-非循環性消費 | 0.67% | +0.09% | -0.89% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.62% | — | +1.94% | |
| 36 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.61% | — | +12.21% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.59% | — | +0.83% | |
| 38 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.59% | — | -0.74% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.55% | — | +16.43% | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.55% | — | -2.00% | |
| 41 | FAST | Fastenal Co | 股票-工業 | 0.54% | +0.11% | +5.76% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.54% | — | -0.26% | |
| 43 | BATRA | Atlanta Braves Holdings In-a | 股票-其他 | 0.53% | — | -13.96% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | — | -1.51% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.52% | — | -0.49% | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.50% | — | -7.88% | |
| 47 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.49% | — | +12.41% | |
| 48 | CPRT | Copart INC | 股票-工業 | 0.49% | -0.09% | +8.63% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.47% | -0.09% | -1.21% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.46% | — | +1.20% |