CIK: 0001638049
申報總市值
US$2.0億
僅顯示前 200 大持股（共 400 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 | UPS | United Parcel Service-cl B | 股票-工業 | 14.65% | -2.02% | +0.88% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 9.53% | — | +19.74% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 7.85% | — | +5.48% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 7.04% | — | -48.58% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 4.32% | — | -5.27% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.27% | — | -21.75% | |
| 7 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 3.21% | — | — | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 3.03% | — | +10.44% | |
| 9 | ACWI | iShares MSCI ACWI ETF | ETF-其他 | 3.00% | — | — | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.58% | — | -19.99% | |
| 11 | XLF | Ss Financial Select Sector | ETF-其他 | 1.36% | -0.32% | -3.02% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.34% | +1.00% | -4.23% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.07% | — | +21.01% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.05% | — | — | |
| 15 | PEP | Pepsico INC | 股票-非循環性消費 | 0.99% | — | +12.20% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | — | +142.50% | |
| 17 | CHRW | C.h. Robinson Worldwide INC | 股票-工業 | 0.89% | — | +18.95% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.87% | — | +24.19% | |
| 19 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.82% | — | +74.33% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.80% | — | +130.06% | |
| 21 | CBRL | Cracker Barrel Old Country | 股票-其他 | 0.80% | — | +16.46% | |
| 22 | XLE | Ss Energy Select Sector | ETF-其他 | 0.79% | -0.26% | EXIT | |
| 23 | DE | Deere & Co | 股票-工業 | 0.77% | — | +21.34% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.76% | — | +16.62% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.76% | — | +12.25% | |
| 26 | KO | The Coca-Cola Company | 股票-非循環性消費 | 0.75% | — | +18.58% | |
| 27 | EXPD | Expeditors Intl Wash INC | 股票-工業 | 0.74% | — | +17.50% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | — | +14.25% | |
| 29 | BOBEUSD | Bob Evans Farms | 股票-其他 | 0.69% | — | +8.29% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | — | +0.03% | |
| 31 | JKHY | Jack Henry & Associates INC | 股票-科技 | 0.64% | — | +18.53% | |
| 32 | YUM | Yum! Brands INC | 股票-循環性消費 | 0.62% | — | +19.20% | |
| 33 | T | At&t INC | 股票-通訊服務 | 0.62% | — | +1.27% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.62% | — | — | |
| 35 | ✓ | 股票-其他 | 0.56% | — | — | ||
| 36 | FDS | Factset Research Systems INC | 股票-金融 | 0.56% | — | — | |
| 37 | SYY | Sysco CORP | 股票-非循環性消費 | 0.55% | — | +17.97% | |
| 38 | FIS | Fidelity National Info Serv | 股票-科技 | 0.54% | — | -3.98% | |
| 39 | LNN | Lindsay CORP | 股票-其他 | 0.50% | — | +18.54% | |
| 40 | XRX | Xerox Holdings Corporation | 股票-工業 | 0.49% | — | +18.61% | |
| 41 | CMI | Cummins INC | 股票-工業 | 0.47% | — | +17.87% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.47% | — | +19.00% | |
| 43 | SU | Suncor Energy INC | 股票-能源 | 0.42% | — | +19.05% | |
| 44 | TRN | Trinity Industries INC | 股票-其他 | 0.41% | — | — | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.41% | +0.46% | NEW | |
| 46 | SLB | Slb LTD | 股票-能源 | 0.40% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | +0.59% | +43.95% | |
| 48 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.37% | — | — | |
| 49 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.36% | -0.30% | +7.13% | |
| 50 | FWRDUSD | Forward Air CORP | 股票-其他 | 0.36% | — | +18.54% |