CIK: 0002001544
申報總市值
US$1.8億
| # | 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 | 15.45% | -0.39% | +0.57% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 14.20% | +0.24% | +1.72% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 12.90% | -0.15% | +1.67% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 12.48% | +0.30% | +2.41% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 9.79% | +0.25% | +2.75% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-其他 | 6.99% | +0.28% | -0.32% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.86% | +0.19% | +2.81% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.77% | +0.16% | +3.13% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.23% | +0.04% | +1.51% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.45% | -0.14% | -0.10% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.13% | +0.09% | +7.15% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.82% | -0.19% | — | |
| 13 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 1.26% | +0.01% | +4.38% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.13% | +0.05% | +4.54% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.12% | -0.06% | — | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.10% | -0.10% | -0.34% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.94% | -0.05% | — | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.80% | -0.01% | -3.93% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | — | — | |
| 20 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.37% | — | -4.03% | |
| 21 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.25% | -0.12% | EXIT | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.24% | — | -0.85% | |
| 23 | ANETEUR | Arista Networks INC | 股票-其他 | 0.23% | — | — | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.23% | -0.01% | — | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.22% | — | — | |
| 26 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.22% | -0.06% | — | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.21% | +0.01% | — | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.21% | -0.01% | — | |
| 29 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.20% | -0.26% | EXIT | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.19% | +0.01% | — | |
| 31 | FNF | Fidelity National Financial | 股票-金融 | 0.18% | -0.12% | EXIT | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.17% | -0.01% | +0.56% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.17% | -0.04% | — | |
| 34 | DE | Deere & Co | 股票-工業 | 0.16% | +0.03% | — | |
| 35 | TDC | Teradata CORP | 股票-科技 | 0.15% | — | — | |
| 36 | FAF | First American Financial | 股票-金融 | 0.15% | — | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.15% | -0.02% | — | |
| 38 | PSA | Public Storage | 股票-房地產 | 0.14% | — | — | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.14% | +0.14% | NEW |