CIK: 0001730817
申報總市值
US$10.0億
僅顯示前 200 大持股（共 263 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 | MSFT | Microsoft CORP | 股票-科技 | 7.23% | — | +12.04% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.01% | -0.08% | -0.36% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.82% | +0.02% | -0.68% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.64% | — | +2.73% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.13% | — | -1.17% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.13% | — | +8.75% | |
| 7 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.85% | — | +2.75% | |
| 8 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.69% | — | +16.33% | |
| 9 | BA | Boeing Co/the | 股票-工業 | 1.68% | — | -6.35% | |
| 10 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.42% | — | -1.64% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.41% | — | -1.31% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.39% | — | -2.88% | |
| 13 | IDV | Ishares International Select | ETF-其他 | 1.35% | — | -0.76% | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.32% | +0.02% | +0.59% | |
| 15 | IOO | Ishares Global 100 ETF | ETF-其他 | 1.30% | — | +1.92% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.20% | — | -8.55% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.11% | -0.03% | +8.83% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.06% | — | -0.45% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | +0.11% | +0.23% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | — | -3.47% | |
| 21 | T | At&t INC | 股票-通訊服務 | 0.89% | — | +2.88% | |
| 22 | PFE | Pfizer INC | 股票-醫療保健 | 0.85% | — | -4.25% | |
| 23 | WMT | Walmart INC | 股票-非循環性消費 | 0.80% | — | +5.46% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.78% | — | -7.47% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | — | +8.10% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.77% | — | -7.50% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | — | +1.00% | |
| 28 | MDT | Medtronic plc | 股票-醫療保健 | 0.74% | -0.31% | +21.63% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.68% | — | -1.25% | |
| 30 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.67% | — | +6.49% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.65% | — | +21.57% | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.64% | — | +16.63% | |
| 33 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 0.63% | — | +21.58% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工業 | 0.63% | — | -6.61% | |
| 35 | REET | Ishares Global Reit ETF | ETF-其他 | 0.61% | — | +2.15% | |
| 36 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.61% | — | +6.82% | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.59% | — | +9.95% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.59% | — | -8.99% | |
| 39 | UTXZ | United Tech CORP | 股票-其他 | 0.58% | — | -4.84% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | -0.29% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.57% | +0.41% | +42.41% | |
| 42 | RING | Ishares Msci Global Gold Min | ETF-避險與商品 | 0.57% | -0.47% | -2.01% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.56% | — | -14.02% | |
| 44 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.55% | — | +26.50% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | — | -6.44% | |
| 46 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.54% | — | -5.61% | |
| 47 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.54% | — | +11.73% | |
| 48 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.53% | — | -14.88% | |
| 49 | HON | Honeywell International INC | 股票-工業 | 0.52% | — | -12.59% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.51% | — | +17.40% |