CIK: 0001611848
申報總市值
US$16.5億
僅顯示前 200 大持股（共 245 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 | BND | Vanguard Total Bond Market | ETF-其他 | 4.52% | -0.23% | -4.31% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.81% | +0.19% | -1.54% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.35% | +0.13% | -1.43% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.45% | +0.02% | -4.57% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.04% | +0.17% | +19.08% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 1.87% | — | +0.79% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.80% | +0.31% | +19.88% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.69% | — | +0.34% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.64% | -0.08% | -4.63% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.61% | +0.06% | +2.17% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.61% | — | +4.87% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.61% | +0.27% | -10.05% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.58% | +0.02% | +2.44% | |
| 14 | WMT | Walmart INC | 股票-非循環性消費 | 1.58% | -0.43% | -7.18% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.52% | +0.02% | +13.64% | |
| 16 | PEP | Pepsico INC | 股票-非循環性消費 | 1.50% | — | +4.13% | |
| 17 | ABBV | Abbvie INC | 股票-醫療保健 | 1.45% | +0.07% | +74.63% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.30% | +0.02% | -0.46% | |
| 19 | STLD | Steel Dynamics INC | 股票-原物料 | 1.28% | — | -22.81% | |
| 20 | MS | Morgan Stanley | 股票-金融 | 1.28% | — | +3.45% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.26% | +0.15% | -6.74% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 1.20% | +0.08% | +2.59% | |
| 23 | NSC | Norfolk Southern CORP | 股票-工業 | 1.16% | — | +3.22% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.15% | +0.30% | -3.26% | |
| 25 | NEE | Nextera Energy INC | 股票-公用事業 | 1.14% | — | +2.87% | |
| 26 | BLKCHF | Blackrock INC | 股票-其他 | 1.09% | — | -1.65% | |
| 27 | DE | Deere & Co | 股票-工業 | 1.07% | +0.13% | +16.45% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 1.02% | — | -0.02% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 1.01% | — | -0.83% | |
| 30 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.99% | — | -2.98% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.99% | — | -7.26% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.93% | — | +4.94% | |
| 33 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.92% | +0.39% | NEW | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.89% | — | +5.57% | |
| 35 | PLD | Prologis INC | 股票-房地產 | 0.83% | — | +3.00% | |
| 36 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.83% | — | +1.32% | |
| 37 | DHR | Danaher CORP | 股票-醫療保健 | 0.80% | — | +4.97% | |
| 38 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.77% | — | +5.06% | |
| 39 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.77% | — | -10.04% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.76% | — | -3.49% | |
| 41 | EMR | Emerson Electric Co | 股票-工業 | 0.76% | — | -6.78% | |
| 42 | FAST | Fastenal Co | 股票-工業 | 0.74% | — | -1.78% | |
| 43 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 0.73% | — | -26.68% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.72% | +0.06% | -7.09% | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.70% | -0.39% | -1.48% | |
| 46 | LHX | L3harris Technologies INC | 股票-工業 | 0.70% | — | +6.06% | |
| 47 | PFE | Pfizer INC | 股票-醫療保健 | 0.69% | — | +0.38% | |
| 48 | FISV | Fiserv INC | 股票-其他 | 0.69% | — | +3.12% | |
| 49 | HD | Home Depot INC | 股票-循環性消費 | 0.68% | — | -8.52% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.67% | — | +23.15% |