CIK: 0001632187
申報總市值
US$8.4億
僅顯示前 200 大持股（共 382 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 | 11.44% | -0.83% | -1.57% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.86% | — | +0.31% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.55% | -0.14% | -51.71% | |
| 4 | IBM | Intl Business Machines CORP | 股票-科技 | 3.25% | -0.61% | -3.47% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | -0.73% | -2.81% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.46% | -0.23% | -1.31% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.00% | — | -16.41% | |
| 8 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.78% | +0.14% | -2.25% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.63% | — | -0.03% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.53% | +0.42% | +918.27% | |
| 11 | ABBV | Abbvie INC | 股票-醫療保健 | 1.44% | -0.09% | +0.86% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 1.39% | — | -0.89% | |
| 13 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.36% | +0.21% | +2.18% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.28% | +0.33% | -0.01% | |
| 15 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.26% | +0.22% | +0.17% | |
| 16 | WMT | Walmart INC | 股票-非循環性消費 | 1.26% | +0.11% | -1.92% | |
| 17 | PEP | Pepsico INC | 股票-非循環性消費 | 1.26% | +0.09% | -0.44% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.21% | +0.32% | -0.43% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.20% | -0.08% | -3.20% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.17% | — | -2.20% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.09% | -0.11% | -0.05% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.06% | +0.20% | +4.00% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 1.03% | -0.14% | -6.80% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.02% | -0.08% | +4.20% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | -0.14% | +4.29% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.99% | — | -0.62% | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.93% | — | -3.00% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | +0.33% | -0.84% | |
| 29 | CBU | Community Financial System I | 股票-其他 | 0.87% | — | -1.61% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.84% | — | -0.63% | |
| 31 | EMR | Emerson Electric Co | 股票-工業 | 0.80% | — | +0.69% | |
| 32 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.78% | -0.23% | +360.00% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.76% | +0.22% | -1.42% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.73% | — | -0.59% | |
| 35 | CAT | Caterpillar INC | 股票-工業 | 0.71% | +0.24% | -3.71% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.71% | -0.09% | — | |
| 37 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.70% | — | -2.07% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | -0.06% | -16.74% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.67% | +0.06% | +96.67% | |
| 40 | QCOM | Qualcomm INC | 股票-科技 | 0.67% | -0.16% | +4.01% | |
| 41 | AMGN | Amgen INC | 股票-醫療保健 | 0.66% | +0.07% | +0.31% | |
| 42 | TXN | Texas Instruments INC | 股票-科技 | 0.65% | +0.06% | +0.51% | |
| 43 | ITW | Illinois Tool Works | 股票-工業 | 0.65% | — | -1.09% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | -0.07% | +0.57% | |
| 45 | RTX | Rtx CORP | 股票-工業 | 0.64% | — | -2.27% | |
| 46 | UPS | United Parcel Service-cl B | 股票-工業 | 0.64% | — | +13.52% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.62% | — | +2.41% | |
| 48 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.61% | — | -2.67% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.61% | — | +2.99% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.57% | — | -4.80% |