CIK: 0001721527
申報總市值
US$7.1億
僅顯示前 200 大持股（共 223 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 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.47% | — | +10.25% | |
| 2 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.42% | — | +9.73% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.37% | — | -2.02% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.11% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.08% | -0.12% | +7.68% | |
| 6 | PM | Philip Morris International | 股票-非循環性消費 | 2.03% | — | +1.24% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.01% | -0.42% | +9.97% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.92% | — | +1.67% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.92% | — | +2.16% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.92% | +0.15% | +11.21% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.92% | — | -0.16% | |
| 12 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.91% | -0.19% | -1.44% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.80% | — | +4.00% | |
| 14 | MO | Altria Group INC | 股票-非循環性消費 | 1.73% | — | +6.57% | |
| 15 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.70% | — | +4.70% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.66% | +0.24% | +36.10% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.64% | — | +3.90% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.56% | +0.13% | +1.77% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.51% | — | +3.39% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.07% | +0.07% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.47% | — | +2.37% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工業 | 1.44% | — | -0.05% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.34% | — | +7.11% | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.32% | — | +5.72% | |
| 25 | EPD | Enterprise Products Partners | 股票-能源 | 1.27% | — | +0.40% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.25% | — | +2.04% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.10% | +0.15% | -2.66% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 1.03% | — | +9.78% | |
| 29 | SPGI | S&p Global INC | 股票-金融 | 0.98% | — | +3.40% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.96% | — | +7.49% | |
| 31 | WMT | Walmart INC | 股票-非循環性消費 | 0.94% | — | +7.77% | |
| 32 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 0.92% | — | +20.91% | |
| 33 | PEP | Pepsico INC | 股票-非循環性消費 | 0.91% | — | +7.92% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.88% | — | +20.93% | |
| 35 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.87% | — | +27.56% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | -0.35% | +16.85% | |
| 37 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.83% | — | +2.32% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.78% | — | +20.10% | |
| 39 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.76% | — | +0.39% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.72% | — | +5.37% | |
| 41 | BLKCHF | Blackrock INC | 股票-其他 | 0.71% | — | +0.72% | |
| 42 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.67% | — | +5.30% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | — | +13.88% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.64% | -0.11% | +8.44% | |
| 45 | BA | Boeing Co/the | 股票-工業 | 0.61% | — | -7.49% | |
| 46 | PXGBX | Praxair INC | 股票-其他 | 0.61% | — | +0.14% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.60% | — | +4.59% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.59% | — | -9.55% | |
| 49 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.58% | — | — | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.58% | — | +9.71% |