CIK: 0001476804
申報總市值
US$16.1億
僅顯示前 200 大持股（共 324 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 | 4.86% | -0.59% | -1.88% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.61% | -0.67% | +0.51% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.02% | -0.09% | +0.01% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.98% | -0.29% | -1.94% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.01% | -0.23% | +2.44% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.95% | -0.35% | -0.94% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.61% | -0.10% | -2.60% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.21% | — | -0.84% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.06% | -0.08% | +0.57% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.94% | — | +0.45% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.82% | — | +1.76% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.77% | -0.11% | +3.75% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.74% | -0.18% | +9.65% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.52% | -0.20% | +1.66% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | -0.06% | +6.11% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.10% | +0.03% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.17% | — | +9.23% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.14% | +0.16% | +1.72% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.14% | +0.17% | +1.24% | |
| 20 | PGR | Progressive CORP | 股票-金融 | 1.11% | -0.08% | +1.24% | |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.07% | — | -2.69% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 1.05% | — | -9.27% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.01% | — | +0.95% | |
| 24 | WMT | Walmart INC | 股票-非循環性消費 | 0.83% | +0.09% | +1.94% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.82% | — | -6.86% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.71% | — | -0.45% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.71% | — | +2.94% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.70% | — | +4.78% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | +0.18% | -1.12% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.69% | — | -0.90% | |
| 31 | FAST | Fastenal Co | 股票-工業 | 0.66% | +0.11% | +103.08% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.64% | — | +1.06% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.63% | — | +2.99% | |
| 34 | CSL | Carlisle Cos INC | 股票-工業 | 0.63% | — | +0.90% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.62% | — | +0.28% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.61% | — | +9.80% | |
| 37 | CPRT | Copart INC | 股票-工業 | 0.60% | -0.09% | +22.78% | |
| 38 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.59% | — | -7.47% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.59% | — | -1.70% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.56% | — | -10.69% | |
| 41 | NFLX | Netflix INC | 股票-通訊服務 | 0.55% | — | +7.58% | |
| 42 | HEI | Heico CORP | 股票-工業 | 0.54% | -0.07% | +3.54% | |
| 43 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.54% | — | +1.45% | |
| 44 | AXP | American Express Co | 股票-金融 | 0.53% | -0.09% | +0.43% | |
| 45 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.52% | -0.09% | +37.12% | |
| 46 | BATRA | Atlanta Braves Holdings In-a | 股票-其他 | 0.52% | — | +0.64% | |
| 47 | VDE | Vanguard Energy ETF | ETF-其他 | 0.51% | +0.20% | -1.34% | |
| 48 | GS | Goldman Sachs Group INC | 股票-金融 | 0.48% | — | -1.53% | |
| 49 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.48% | — | +140.91% | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.46% | -0.18% | -0.27% |