CIK: 0001767343
申報總市值
US$5.4億
| # | 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 8.75% | -0.33% | +7.63% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.99% | -0.45% | +11.95% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.49% | +0.61% | +3.06% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.04% | — | -6.14% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.25% | +0.18% | -3.22% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 3.81% | +0.40% | +3.14% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.43% | -0.38% | +599.21% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.36% | -0.05% | +0.81% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.97% | +0.03% | -3.50% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.94% | — | -2.21% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.28% | +0.12% | -2.93% | |
| 12 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股與成長 | 2.08% | -0.04% | +1.33% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.04% | — | -4.70% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | -0.01% | -2.15% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.81% | — | -2.25% | |
| 16 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.79% | — | -2.33% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.59% | — | -2.97% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.57% | +0.31% | -1.05% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.44% | +0.08% | +1857.73% | |
| 20 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.34% | — | -3.02% | |
| 21 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.32% | — | -3.47% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.26% | +0.03% | -0.44% | |
| 23 | HD | Home Depot INC | 股票-循環性消費 | 1.21% | — | -3.93% | |
| 24 | NEE | Nextera Energy INC | 股票-公用事業 | 1.18% | — | -3.07% | |
| 25 | PEP | Pepsico INC | 股票-非循環性消費 | 1.08% | — | -4.29% | |
| 26 | ADI | Analog Devices INC | 股票-科技 | 1.06% | +0.04% | +0.02% | |
| 27 | PH | Parker Hannifin CORP | 股票-工業 | 1.06% | -0.06% | -2.86% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.02% | +0.24% | +17.30% | |
| 29 | CSX | Csx CORP | 股票-工業 | 1.02% | — | -4.06% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | +0.01% | -2.64% | |
| 31 | DG | Dollar General CORP | 股票-非循環性消費 | 0.97% | — | -3.82% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | +0.11% | +1.09% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.89% | — | -12.46% | |
| 34 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.88% | — | -1.28% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.83% | — | -1.42% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.82% | — | -6.90% | |
| 37 | VFH | Vanguard Financials ETF | ETF-其他 | 0.73% | — | -7.39% | |
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 0.72% | +0.02% | -5.48% | |
| 39 | NSC | Norfolk Southern CORP | 股票-工業 | 0.71% | — | -4.35% | |
| 40 | ABBV | Abbvie INC | 股票-醫療保健 | 0.71% | +0.05% | -1.09% | |
| 41 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.69% | — | +0.03% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.63% | +0.02% | -4.23% | |
| 43 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.59% | +0.21% | +5.11% | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.58% | — | -1.08% | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.57% | — | -1.08% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.52% | — | -3.91% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.52% | — | +25.94% | |
| 48 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 0.50% | — | -14.23% | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.50% | — | -5.87% | |
| 50 | DHR | Danaher CORP | 股票-醫療保健 | 0.49% | — | -2.42% |