CIK: 0001721527
申報總市值
US$7.1億
僅顯示前 200 大持股（共 228 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 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.60% | — | +0.23% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.54% | — | +4.86% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.42% | — | +1.48% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.27% | -0.42% | -1.88% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.25% | — | +4.57% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.13% | -0.12% | +1.85% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.05% | +0.15% | +10.29% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.03% | -0.19% | +4.84% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.96% | +0.24% | +17.27% | |
| 10 | PM | Philip Morris International | 股票-非循環性消費 | 1.91% | — | -1.14% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.91% | — | -0.72% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.89% | — | +3.34% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.82% | — | +0.41% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.73% | — | +3.62% | |
| 15 | MO | Altria Group INC | 股票-非循環性消費 | 1.72% | — | -0.46% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.71% | — | +0.03% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.62% | — | -0.33% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.57% | — | +4.84% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.54% | -0.07% | — | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.48% | +0.13% | +3.78% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.45% | — | +2.76% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工業 | 1.39% | — | -7.12% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.38% | — | +4.03% | |
| 24 | EPD | Enterprise Products Partners | 股票-能源 | 1.24% | — | +0.02% | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.19% | — | +0.07% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.17% | — | +1.84% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 1.00% | — | +3.31% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.99% | — | -0.01% | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.98% | — | +0.08% | |
| 30 | WMT | Walmart INC | 股票-非循環性消費 | 0.97% | — | +0.03% | |
| 31 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 0.92% | — | +0.70% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | -0.35% | -0.46% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.90% | — | +5.20% | |
| 34 | SPGI | S&p Global INC | 股票-金融 | 0.89% | — | +0.01% | |
| 35 | PEP | Pepsico INC | 股票-非循環性消費 | 0.88% | — | -0.24% | |
| 36 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.87% | — | +0.00% | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.81% | +0.15% | -21.36% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.75% | — | +9.44% | |
| 39 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.73% | — | -10.39% | |
| 40 | BA | Boeing Co/the | 股票-工業 | 0.73% | — | +15.02% | |
| 41 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.66% | — | -0.02% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.65% | -0.11% | +0.87% | |
| 43 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.63% | -0.12% | +11.90% | |
| 44 | BLKCHF | Blackrock INC | 股票-其他 | 0.63% | — | -0.48% | |
| 45 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.60% | — | +51.33% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.59% | — | -0.05% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.59% | — | -19.17% | |
| 48 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.58% | — | +0.58% | |
| 49 | PXGBX | Praxair INC | 股票-其他 | 0.58% | — | — | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.57% | — | -1.75% |