CIK: 0001780607
申報總市值
US$7.2億
僅顯示前 200 大持股（共 303 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.84% | — | -2.20% | |
| 2 | LEG | Leggett & Platt, Incorporated | 股票-循環性消費 | 6.69% | — | -19.84% | |
| 3 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 3.42% | — | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.07% | — | — | |
| 5 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 3.04% | — | +15.96% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.90% | — | +276.12% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.82% | — | -3.06% | |
| 8 | HYI | Western Asset High Yield Opportunity Fund Inc. | 股票-其他 | 2.56% | — | -51.89% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 2.30% | — | -3.61% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.94% | — | +4.91% | |
| 11 | MATX | Matson INC | 股票-工業 | 1.65% | — | — | |
| 12 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.61% | — | -6.83% | |
| 13 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.47% | — | -7.34% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.32% | — | +1.10% | |
| 15 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.12% | — | -5.46% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | — | -0.42% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.88% | — | -35.99% | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 0.88% | — | +2.85% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.88% | — | -1.78% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.88% | — | +21.56% | |
| 21 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.86% | — | +2.27% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.85% | — | -1.84% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.84% | — | +8.55% | |
| 24 | NEE | Nextera Energy INC | 股票-公用事業 | 0.82% | — | -3.71% | |
| 25 | RTX | Rtx CORP | 股票-工業 | 0.75% | — | -0.06% | |
| 26 | UPS | United Parcel Service-cl B | 股票-工業 | 0.73% | — | +3.77% | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.68% | — | +1.09% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | — | -16.76% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.58% | — | -0.92% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.57% | — | -16.09% | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.56% | — | -2.11% | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.54% | — | -0.75% | |
| 33 | TEL | TE Connectivity plc | 股票-科技 | 0.54% | — | -4.99% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | — | +9.90% | |
| 35 | TWTRUSD | Twitter INC | 股票-其他 | 0.53% | — | -16.33% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | — | +8.54% | |
| 37 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 0.52% | — | -4.44% | |
| 38 | SQLV | Royce Quant Small-cap Qualit | ETF-其他 | 0.49% | — | -4.42% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.46% | — | +8.23% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.46% | — | +1.78% | |
| 41 | AMGN | Amgen INC | 股票-醫療保健 | 0.44% | — | +8.71% | |
| 42 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.43% | — | +7.29% | |
| 43 | BIIB | Biogen INC | 股票-醫療保健 | 0.43% | — | -13.58% | |
| 44 | ZTS | Zoetis INC | 股票-醫療保健 | 0.40% | — | +4.02% | |
| 45 | ADSK | Autodesk INC | 股票-科技 | 0.40% | — | -17.37% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.40% | — | -5.02% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.39% | — | +10.28% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.39% | — | -16.97% | |
| 49 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 0.39% | — | +0.38% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.38% | — | -0.70% |