CIK: 0001780607
申報總市值
US$7.2億
僅顯示前 200 大持股（共 305 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 | LEG | Leggett & Platt, Incorporated | 股票-循環性消費 | 7.65% | — | +5.18% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.99% | — | -35.46% | |
| 3 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 4.24% | — | +8.57% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.91% | — | +6.59% | |
| 5 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 3.00% | — | -4.38% | |
| 6 | MATX | Matson INC | 股票-工業 | 2.58% | — | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.57% | — | -6.16% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.47% | — | -8.01% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.42% | — | +22.88% | |
| 10 | HYI | Western Asset High Yield Opportunity Fund Inc. | 股票-其他 | 2.35% | — | +2.76% | |
| 11 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.51% | — | -9.06% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.51% | — | -22.47% | |
| 13 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.46% | — | -7.71% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | — | -7.00% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.25% | — | -3.28% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 0.96% | — | -1.76% | |
| 17 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.85% | — | -8.18% | |
| 18 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.85% | — | -0.15% | |
| 19 | HD | Home Depot INC | 股票-循環性消費 | 0.83% | — | -6.92% | |
| 20 | TEL | TE Connectivity plc | 股票-科技 | 0.82% | — | +24.74% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.80% | — | -15.88% | |
| 22 | NEE | Nextera Energy INC | 股票-公用事業 | 0.78% | — | -5.31% | |
| 23 | SQLV | Royce Quant Small-cap Qualit | ETF-其他 | 0.77% | — | +3.64% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | — | -2.95% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.75% | — | -3.49% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.68% | — | -1.78% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.63% | — | -6.23% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.63% | — | +1.08% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工業 | 0.61% | — | -9.65% | |
| 30 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.60% | — | -16.21% | |
| 31 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 0.56% | — | +49.14% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | — | +0.66% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.54% | — | +2.21% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | — | -3.51% | |
| 35 | TWTRUSD | Twitter INC | 股票-其他 | 0.53% | — | -23.58% | |
| 36 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.51% | — | -7.43% | |
| 37 | T | At&t INC | 股票-通訊服務 | 0.51% | — | -6.76% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | — | -5.21% | |
| 39 | ALEX | Alexander & Baldwin INC | 股票-其他 | 0.46% | — | — | |
| 40 | PFE | Pfizer INC | 股票-醫療保健 | 0.46% | — | -3.54% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.43% | — | -3.16% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | — | -3.94% | |
| 43 | ADSK | Autodesk INC | 股票-科技 | 0.42% | — | -6.72% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.42% | — | -24.00% | |
| 45 | ABBV | Abbvie INC | 股票-醫療保健 | 0.41% | — | +2.63% | |
| 46 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.40% | — | -13.11% | |
| 47 | BIIB | Biogen INC | 股票-醫療保健 | 0.40% | — | +16.25% | |
| 48 | ASML | ASML Holding N.V. | 股票-科技 | 0.40% | — | +7.75% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.40% | — | +28.28% | |
| 50 | NOC | Northrop Grumman CORP | 股票-工業 | 0.38% | — | +9.61% |