CIK: 0001717658
申報總市值
US$4.1億
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 21.30% | — | -1.46% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-其他 | 7.89% | +0.29% | -3.45% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 7.62% | -0.65% | +19.09% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.22% | -0.04% | -6.32% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.03% | -0.23% | +1.04% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.89% | -0.14% | -1.91% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.38% | +0.35% | +5.23% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.33% | — | -2.21% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | -0.46% | -0.81% | |
| 10 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 1.95% | -0.11% | +24.89% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.95% | — | -10.72% | |
| 12 | ABBV | Abbvie INC | 股票-醫療保健 | 1.77% | — | +19.30% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.66% | -0.09% | +10.38% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.63% | -0.16% | +10.68% | |
| 15 | HD | Home Depot INC | 股票-循環性消費 | 1.53% | — | -4.91% | |
| 16 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.34% | -0.10% | +60.15% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 1.18% | — | -14.92% | |
| 18 | BA | Boeing Co/the | 股票-工業 | 1.14% | — | +20.97% | |
| 19 | NFLX | Netflix INC | 股票-通訊服務 | 1.10% | — | +110.96% | |
| 20 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.08% | — | +17.03% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.07% | -0.09% | +109.02% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.06% | — | -8.73% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | -0.10% | -1.43% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.01% | — | +5.01% | |
| 25 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.98% | — | -1.12% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.95% | — | +70.26% | |
| 27 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型股與成長 | 0.88% | -0.07% | — | |
| 28 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.87% | -0.06% | +58.35% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | -0.08% | -6.01% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.85% | +0.17% | +56.49% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.82% | — | -3.31% | |
| 32 | AMGN | Amgen INC | 股票-醫療保健 | 0.82% | — | -0.04% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.78% | — | -18.28% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工業 | 0.78% | — | -1.55% | |
| 35 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 0.77% | — | +5.07% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.77% | -0.06% | +14.25% | |
| 37 | TXN | Texas Instruments INC | 股票-科技 | 0.76% | — | +28.55% | |
| 38 | ENB | Enbridge INC | 股票-能源 | 0.73% | — | +20.21% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.73% | — | — | |
| 40 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.67% | — | +50.06% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.55% | — | -7.40% | |
| 42 | MDT | Medtronic plc | 股票-醫療保健 | 0.53% | — | -31.95% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | — | -2.42% | |
| 44 | UNP | Union Pacific CORP | 股票-工業 | 0.50% | — | +54.14% | |
| 45 | EOG | Eog Resources INC | 股票-能源 | 0.49% | — | +12.32% | |
| 46 | MMM | 3m Co | 股票-工業 | 0.48% | — | -0.99% | |
| 47 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.47% | — | +43.79% | |
| 48 | ACN | Accenture plc | 股票-科技 | 0.46% | — | +0.57% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.40% | — | -46.42% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | — | +2.01% |