CIK: 0001721527
申報總市值
US$7.1億
僅顯示前 200 大持股（共 259 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.55% | +0.24% | +23.45% | |
| 2 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.29% | — | +1.88% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.20% | — | +19.81% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.19% | — | +3.81% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.12% | — | +11.53% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.03% | -0.42% | +7.42% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.94% | -0.12% | +7.99% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.93% | — | +3.54% | |
| 9 | PM | Philip Morris International | 股票-非循環性消費 | 1.79% | — | +0.09% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.77% | -0.19% | +1.55% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.75% | — | +2.42% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.66% | +0.15% | -0.29% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.65% | — | -3.63% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.59% | — | -0.17% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.57% | — | +2.13% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.51% | — | -8.39% | |
| 17 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 1.51% | — | +21.95% | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.45% | — | +1.10% | |
| 19 | MO | Altria Group INC | 股票-非循環性消費 | 1.37% | — | -2.63% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.35% | — | +1.31% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.27% | — | +36.69% | |
| 22 | BEN | Franklin Resources INC | 股票-金融 | 1.27% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | -0.07% | +4.60% | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.20% | — | +0.36% | |
| 25 | UPS | United Parcel Service-cl B | 股票-工業 | 1.19% | — | -0.82% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.17% | +0.13% | -1.80% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.15% | — | -1.63% | |
| 28 | EPD | Enterprise Products Partners | 股票-能源 | 1.11% | — | +0.02% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.99% | — | +79.89% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.96% | -0.35% | +16.38% | |
| 31 | WMT | Walmart INC | 股票-非循環性消費 | 0.90% | — | +3.00% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.89% | — | -2.80% | |
| 33 | PEP | Pepsico INC | 股票-非循環性消費 | 0.88% | — | +8.60% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.86% | -0.08% | -4.07% | |
| 35 | SPGI | S&p Global INC | 股票-金融 | 0.85% | — | — | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.84% | — | +88.42% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.84% | — | -3.51% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.79% | — | +105.23% | |
| 39 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.79% | — | +36.39% | |
| 40 | FYX | First Trust Small Cap Core A | ETF-中小型股 | 0.78% | — | +23.09% | |
| 41 | ABBV | Abbvie INC | 股票-醫療保健 | 0.77% | — | +1.94% | |
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.76% | -0.12% | +31.94% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | +51.68% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.73% | — | +18.42% | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.71% | — | +0.38% | |
| 46 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.67% | — | -0.18% | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.66% | — | +3.04% | |
| 48 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.65% | — | -0.59% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.64% | — | -0.61% | |
| 50 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.63% | — | +59.98% |