CIK: 0001780607
申報總市值
US$7.2億
僅顯示前 200 大持股（共 265 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 | 8.17% | — | +5.18% | |
| 2 | MATX | Matson INC | 股票-工業 | 5.42% | — | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.49% | — | +201.55% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.48% | — | -46.49% | |
| 5 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 3.45% | — | +3045.60% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.89% | — | -32.31% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | — | -18.64% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.45% | — | -22.47% | |
| 9 | HYI | Western Asset High Yield Opportunity Fund Inc. | 股票-其他 | 2.16% | — | +2.29% | |
| 10 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.98% | — | -11.76% | |
| 11 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 1.84% | — | -9.20% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.32% | — | -5.61% | |
| 13 | RTX | Rtx CORP | 股票-工業 | 1.26% | — | -5.43% | |
| 14 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.25% | — | +0.49% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | — | -4.78% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.93% | — | +5.68% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.90% | — | -5.06% | |
| 18 | SRE | Sempra | 股票-公用事業 | 0.89% | — | +27.33% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.89% | — | +30.12% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.88% | — | -6.20% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.86% | — | -82.78% | |
| 22 | NEE | Nextera Energy INC | 股票-公用事業 | 0.85% | — | +1.17% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 0.83% | — | -26.15% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | — | -0.68% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.82% | — | +7.76% | |
| 26 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.82% | — | -5.08% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.82% | — | +20.23% | |
| 28 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.80% | — | +19.76% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工業 | 0.79% | — | -2.56% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | — | -0.49% | |
| 31 | TEL | TE Connectivity plc | 股票-科技 | 0.77% | — | -16.55% | |
| 32 | SQLV | Royce Quant Small-cap Qualit | ETF-其他 | 0.75% | — | -2.26% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.73% | — | -7.70% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.71% | — | -1.19% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.69% | — | -25.59% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.68% | — | -4.29% | |
| 37 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.67% | — | -2.88% | |
| 38 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.61% | — | +22.56% | |
| 39 | LVHI | Franklin International Low V | ETF-其他 | 0.61% | — | +430.94% | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.58% | — | -25.88% | |
| 41 | PFE | Pfizer INC | 股票-醫療保健 | 0.57% | — | -10.48% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.57% | — | -9.51% | |
| 43 | ENB | Enbridge INC | 股票-能源 | 0.55% | — | +13.49% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.54% | — | -3.68% | |
| 45 | LIN | Linde plc | 股票-原物料 | 0.53% | — | +2.32% | |
| 46 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 0.52% | — | -2.50% | |
| 47 | UNP | Union Pacific CORP | 股票-工業 | 0.52% | — | +0.67% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.50% | — | +303.70% | |
| 49 | NOC | Northrop Grumman CORP | 股票-工業 | 0.46% | — | -29.22% | |
| 50 | PPG | Ppg Industries INC | 股票-原物料 | 0.45% | — | +5.42% |