CIK: 0001961632
申報總市值
US$3.1億
僅顯示前 200 大持股（共 499 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 | 20.19% | -0.55% | +83.54% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-其他 | 11.18% | -0.52% | +115.63% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 10.05% | -0.24% | +10.11% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 7.57% | -0.45% | +272.94% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.91% | -0.09% | +444.13% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.91% | -0.21% | +20.59% | |
| 7 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 3.43% | — | +14.42% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.63% | — | +124.14% | |
| 9 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 2.35% | -0.31% | — | |
| 10 | AVDE | Avantis International Equity | ETF-其他 | 2.17% | — | +39.24% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.88% | -0.20% | -3.06% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.69% | — | +14.04% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.40% | — | +0.87% | |
| 14 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.15% | — | +3.81% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.90% | +5.00% | -3.05% | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.80% | — | -31.35% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.80% | — | -1.44% | |
| 18 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 0.80% | — | +18.84% | |
| 19 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.74% | — | +1.96% | |
| 20 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.74% | — | — | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | -0.74% | +102.65% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.65% | — | -0.71% | |
| 23 | BF-A | Brown-forman Corp-class A | 股票-其他 | 0.63% | — | — | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.63% | — | -1.59% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.58% | — | -26.60% | |
| 26 | RJF | Raymond James Financial INC | 股票-金融 | 0.58% | -0.87% | +0.08% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.57% | — | +8.05% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.55% | — | -0.57% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | -0.01% | -1.16% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | — | -4.67% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.40% | — | -28.18% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.40% | — | -2.15% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.38% | — | -1.49% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.32% | +0.03% | -24.70% | |
| 35 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.29% | — | -0.40% | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.28% | — | -0.52% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.28% | +0.01% | -2.04% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.28% | — | +7.96% | |
| 39 | PEP | Pepsico INC | 股票-非循環性消費 | 0.27% | — | -0.80% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.27% | -0.05% | -0.52% | |
| 41 | LIN | Linde plc | 股票-原物料 | 0.21% | -0.04% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.21% | +0.12% | +220.59% | |
| 43 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 0.20% | — | +42.65% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.20% | -0.02% | +10.25% | |
| 45 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.19% | +0.01% | -0.83% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.18% | — | +109.55% | |
| 47 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.18% | — | +3.23% | |
| 48 | DTE | Dte Energy Company | 股票-公用事業 | 0.17% | -0.06% | -3.09% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.17% | — | -0.58% | |
| 50 | SYK | Stryker CORP | 股票-醫療保健 | 0.16% | — | — |