CIK: 0001961632
申報總市值
US$3.1億
僅顯示前 200 大持股（共 501 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 14.37% | -0.55% | +18.53% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 14.36% | -0.24% | +32.33% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 7.06% | -0.52% | +13.23% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 6.07% | -0.21% | +1676.01% | |
| 5 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 4.94% | — | — | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 2.96% | -0.45% | +4.06% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.91% | -0.20% | +4.07% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.56% | — | +430.09% | |
| 9 | AVDE | Avantis International Equity | ETF-其他 | 2.24% | — | +20.36% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.76% | -0.09% | +52.45% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.64% | — | +98.93% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.56% | — | +1166.88% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.44% | +5.00% | -7.73% | |
| 14 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.40% | — | +25.22% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.31% | — | +0.63% | |
| 16 | BF-B | Brown-forman Corp-class B | 股票-其他 | 1.22% | — | — | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.09% | — | +401.25% | |
| 18 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 1.08% | — | +17.67% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.07% | — | -60.84% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.06% | — | -4.50% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.04% | — | -37.30% | |
| 22 | BF-A | Brown-forman Corp-class A | 股票-其他 | 1.03% | — | — | |
| 23 | RJF | Raymond James Financial INC | 股票-金融 | 1.00% | -0.87% | +0.09% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.78% | — | -15.24% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | — | +4.39% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.74% | +0.03% | -11.00% | |
| 27 | BA | Boeing Co/the | 股票-工業 | 0.72% | +0.41% | — | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.01% | +0.09% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.60% | — | — | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.58% | — | -16.04% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | +0.01% | +0.02% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.54% | — | -1.98% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.48% | -0.02% | +180.80% | |
| 34 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.48% | — | +848.43% | |
| 35 | PEP | Pepsico INC | 股票-非循環性消費 | 0.45% | — | -1.96% | |
| 36 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 0.44% | — | +53.50% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.42% | -0.05% | +19.01% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.42% | — | -0.69% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.35% | — | -32.74% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.34% | — | -10.34% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.34% | — | +49.10% | |
| 42 | LIN | Linde plc | 股票-原物料 | 0.31% | — | -2.01% | |
| 43 | DTE | Dte Energy Company | 股票-公用事業 | 0.31% | -0.06% | — | |
| 44 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.30% | +0.01% | +3.14% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | +0.01% | — | |
| 46 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.28% | — | +295.21% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.28% | — | -3.43% | |
| 48 | MO | Altria Group INC | 股票-非循環性消費 | 0.27% | -0.03% | +0.19% | |
| 49 | CAT | Caterpillar INC | 股票-工業 | 0.26% | +0.02% | -5.83% | |
| 50 | AMGN | Amgen INC | 股票-醫療保健 | 0.24% | +0.01% | — |