CIK: 0001961632
申報總市值
US$3.1億
僅顯示前 200 大持股（共 485 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 | 19.55% | -0.55% | +5.49% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-其他 | 11.67% | -0.52% | +13.13% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 9.73% | -0.24% | +7.36% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 7.25% | -0.45% | +8.45% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.22% | -0.09% | +13.46% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 5.54% | -0.21% | +9.44% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.98% | — | +115.93% | |
| 8 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 2.93% | — | +0.08% | |
| 9 | AVDE | Avantis International Equity | ETF-其他 | 2.62% | — | +7.56% | |
| 10 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 2.36% | -0.31% | +11.02% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.01% | -0.20% | +10.23% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.63% | — | +1.29% | |
| 13 | RJF | Raymond James Financial INC | 股票-金融 | 1.53% | -0.87% | +188.77% | |
| 14 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.13% | — | +3.91% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.09% | +5.00% | +34.13% | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.95% | — | +42.87% | |
| 17 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 0.90% | — | +7.98% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.84% | — | +863.34% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.75% | — | -0.45% | |
| 20 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.70% | — | +744.60% | |
| 21 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.69% | — | -6.79% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | -0.74% | +71.17% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | — | -1.41% | |
| 24 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.54% | — | — | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.54% | — | +40.64% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.54% | — | -1.21% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.52% | — | +1.81% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.48% | — | -1.78% | |
| 29 | BF-A | Brown-forman Corp-class A | 股票-其他 | 0.47% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | -0.01% | -0.42% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.35% | — | -41.32% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.34% | — | -0.77% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.33% | — | -7.88% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.27% | — | -4.24% | |
| 35 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.26% | — | -0.74% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.25% | — | -0.56% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.25% | +0.03% | -14.79% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.23% | — | -10.16% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.22% | +0.01% | +0.02% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.21% | -0.05% | -2.25% | |
| 41 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.21% | +0.01% | +2.61% | |
| 42 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.21% | — | +1.19% | |
| 43 | PEP | Pepsico INC | 股票-非循環性消費 | 0.21% | — | -3.70% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.21% | +0.12% | — | |
| 45 | LIN | Linde plc | 股票-原物料 | 0.20% | -0.04% | — | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.17% | — | +26.24% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.17% | -0.02% | — | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.15% | +0.07% | NEW | |
| 49 | DTE | Dte Energy Company | 股票-公用事業 | 0.15% | -0.06% | — | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.14% | — | -0.25% |