CIK: 0001845199
申報總市值
US$1.8億
僅顯示前 200 大持股（共 370 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 | 7.12% | +0.17% | -4.26% | |
| 2 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 7.00% | — | -0.34% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.52% | -0.18% | +22.40% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.13% | — | +14.95% | |
| 5 | IVLU | Ishares Msci International V | ETF-其他 | 2.76% | +0.15% | +22.35% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.54% | -0.25% | -6.13% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.51% | -0.16% | +27.25% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.26% | — | +11.76% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 2.12% | — | +0.25% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.78% | -0.08% | -5.63% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.61% | -0.19% | -2.37% | |
| 12 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.56% | -0.12% | -6.96% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.53% | — | -18.27% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.52% | -0.16% | +189.12% | |
| 15 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.44% | — | +6.54% | |
| 16 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.38% | — | -0.16% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.38% | -0.15% | +19550.91% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.36% | -0.09% | -14.51% | |
| 19 | IRM | Iron Mountain INC | 股票-房地產 | 1.28% | -0.31% | -5.98% | |
| 20 | WMT | Walmart INC | 股票-非循環性消費 | 1.23% | -0.23% | -0.64% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | — | -1.24% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.18% | -0.13% | +120.77% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.06% | -0.24% | +29.86% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.03% | -0.08% | +75.97% | |
| 25 | COP | Conocophillips | 股票-能源 | 1.02% | — | -2.07% | |
| 26 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.97% | — | +11.19% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.97% | — | -25.87% | |
| 28 | PEP | Pepsico INC | 股票-非循環性消費 | 0.91% | — | -5.20% | |
| 29 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.89% | +0.09% | -2.12% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.88% | — | +10.40% | |
| 31 | NSC | Norfolk Southern CORP | 股票-工業 | 0.85% | -0.13% | -22.26% | |
| 32 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.82% | — | -3.62% | |
| 33 | PFE | Pfizer INC | 股票-醫療保健 | 0.81% | — | -2.34% | |
| 34 | EQWL | Invesco S&p 100 Equal Weight | ETF-其他 | 0.79% | -0.12% | +143.52% | |
| 35 | ETN | Eaton Corporation plc | 股票-工業 | 0.77% | -0.12% | -14.29% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.74% | -0.11% | -46.31% | |
| 37 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.68% | — | +13.60% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.67% | -0.30% | +38.70% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.66% | — | -0.64% | |
| 40 | TXN | Texas Instruments INC | 股票-科技 | 0.65% | — | — | |
| 41 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.63% | — | -20.06% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.62% | -0.15% | -26.84% | |
| 43 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型股 | 0.62% | — | -1.26% | |
| 44 | FISV | Fiserv INC | 股票-其他 | 0.57% | -0.20% | -16.07% | |
| 45 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.56% | -0.14% | -6.93% | |
| 46 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.56% | — | +12.84% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | — | — | |
| 48 | AMGN | Amgen INC | 股票-醫療保健 | 0.51% | +0.08% | -2.04% | |
| 49 | MO | Altria Group INC | 股票-非循環性消費 | 0.48% | -0.10% | -5.42% | |
| 50 | PPH | Vaneck Pharmaceutical ETF | ETF-其他 | 0.47% | — | +821.05% |