CIK: 0001674581
申報總市值
US$10.2億
僅顯示前 200 大持股（共 724 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 | VUG | Vanguard Growth ETF | ETF-其他 | 29.99% | +6.95% | NEW | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 23.73% | +10.64% | NEW | |
| 3 | PACWUSD | Pacwest Bancorp | 股票-其他 | 8.68% | — | -9.27% | |
| 4 | RWO | State Street Spdr Dow Jones | ETF-其他 | 6.05% | — | +12.26% | |
| 5 | ✓ | 股票-其他 | 4.52% | — | — | ||
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 1.61% | +0.14% | NEW | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.53% | — | -19.75% | |
| 8 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.16% | +0.24% | NEW | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.16% | +0.87% | NEW | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.00% | +1.53% | NEW | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 0.46% | +0.84% | NEW | |
| 12 | BMRN | Biomarin Pharmaceutical INC | 股票-醫療保健 | 0.45% | — | +10.00% | |
| 13 | INTC | Intel CORP | 股票-科技 | 0.41% | — | -10.32% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 0.36% | — | +19.23% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | — | — | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.32% | +0.11% | NEW | |
| 17 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.30% | — | +8.39% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.29% | — | — | |
| 19 | UAA | Under Armour Inc-class A | 股票-循環性消費 | 0.25% | — | — | |
| 20 | FLIR | Flir Systems INC | 股票-其他 | 0.24% | — | — | |
| 21 | AEP | American Electric Power | 股票-公用事業 | 0.23% | — | — | |
| 22 | TSLA | Tesla INC | 股票-循環性消費 | 0.22% | — | -8.47% | |
| 23 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.21% | — | +1.92% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 0.21% | — | — | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.20% | — | — | |
| 26 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.20% | — | +100.00% | |
| 27 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.20% | — | -0.84% | |
| 28 | TRAK | Repositrak INC | 股票-其他 | 0.20% | — | — | |
| 29 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.19% | — | +2.13% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.19% | +0.13% | NEW | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.18% | +0.20% | NEW | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.15% | +0.12% | NEW | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.15% | — | +1.39% | |
| 34 | T | At&t INC | 股票-通訊服務 | 0.15% | — | -11.41% | |
| 35 | NWNGBP | Northwest Natural Gas Co | 股票-其他 | 0.15% | — | +6.37% | |
| 36 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.15% | — | — | |
| 37 | DUK | Duke Energy CORP | 股票-公用事業 | 0.15% | — | — | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.14% | +0.19% | NEW | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.14% | — | +1.15% | |
| 40 | PPG | Ppg Industries INC | 股票-原物料 | 0.14% | — | +96.29% | |
| 41 | PFE | Pfizer INC | 股票-醫療保健 | 0.14% | — | -5.18% | |
| 42 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.13% | — | +113.60% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.12% | — | -4.15% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.12% | +0.10% | NEW | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.12% | — | -1.28% | |
| 46 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.12% | — | +34.40% | |
| 47 | ✓ | 股票-其他 | 0.12% | — | +1567.57% | ||
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.12% | +0.15% | NEW | |
| 49 | ✓ | 股票-其他 | 0.12% | — | — | ||
| 50 | POR | Portland General Electric Co | 股票-公用事業 | 0.12% | — | -4.03% |