CIK: 0001632187
申報總市值
US$8.4億
僅顯示前 200 大持股（共 474 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 | AAPL | Apple INC | 股票-科技 | 7.54% | -0.83% | -0.10% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.55% | -0.14% | -0.82% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.72% | — | -0.56% | |
| 4 | IBM | Intl Business Machines CORP | 股票-科技 | 2.53% | -0.61% | -3.75% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.73% | +1.35% | |
| 6 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 2.07% | +0.14% | +0.98% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.00% | — | +11.14% | |
| 8 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.87% | +0.21% | -0.76% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.82% | — | -36.36% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.77% | +0.20% | -0.06% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.71% | — | — | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.67% | +0.33% | +17.85% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.54% | -0.23% | +2.59% | |
| 14 | PEP | Pepsico INC | 股票-非循環性消費 | 1.54% | +0.09% | -0.88% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.38% | — | +5.24% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.35% | +0.32% | +76.18% | |
| 17 | ABBV | Abbvie INC | 股票-醫療保健 | 1.28% | -0.09% | +1.03% | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.28% | — | +0.80% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 1.26% | — | +1.04% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.21% | — | -2.71% | |
| 21 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.19% | +0.22% | -2.95% | |
| 22 | CBU | Community Financial System I | 股票-其他 | 1.17% | — | +0.36% | |
| 23 | PFE | Pfizer INC | 股票-醫療保健 | 1.15% | — | +2.44% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.04% | — | -1.07% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | +0.33% | +8.90% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.98% | -0.08% | -1.70% | |
| 27 | WMT | Walmart INC | 股票-非循環性消費 | 0.92% | +0.11% | -0.99% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.89% | +0.22% | +0.03% | |
| 29 | EMR | Emerson Electric Co | 股票-工業 | 0.83% | — | +5.12% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.82% | — | -1.64% | |
| 31 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.80% | — | -2.47% | |
| 32 | NUE | Nucor CORP | 股票-原物料 | 0.80% | — | -3.23% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.73% | -0.11% | +0.57% | |
| 34 | TXN | Texas Instruments INC | 股票-科技 | 0.72% | +0.06% | -0.19% | |
| 35 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.70% | -0.09% | +2.64% | |
| 36 | CAT | Caterpillar INC | 股票-工業 | 0.69% | +0.24% | -0.53% | |
| 37 | UPS | United Parcel Service-cl B | 股票-工業 | 0.69% | — | +7.39% | |
| 38 | NEE | Nextera Energy INC | 股票-公用事業 | 0.68% | +0.06% | -0.91% | |
| 39 | ITW | Illinois Tool Works | 股票-工業 | 0.68% | — | -1.89% | |
| 40 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.65% | — | +0.03% | |
| 41 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.63% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.63% | — | +0.99% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | — | -2.50% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.57% | — | +0.39% | |
| 45 | GIS | General Mills INC | 股票-非循環性消費 | 0.56% | — | -3.69% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.56% | — | -5.94% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.56% | — | +1.34% | |
| 48 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.55% | — | -1.88% | |
| 49 | AMGN | Amgen INC | 股票-醫療保健 | 0.54% | +0.07% | -1.36% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工業 | 0.54% | +0.08% | -5.04% |