CIK: 0001706170
申報總市值
US$3.4億
僅顯示前 200 大持股（共 615 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.71% | — | +140.03% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.60% | — | -26.91% | |
| 3 | SPGI | S&p Global INC | 股票-金融 | 2.57% | — | -0.39% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 2.34% | — | +4.60% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.26% | — | +9.08% | |
| 6 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.04% | — | +20.31% | |
| 7 | LFUS | Littelfuse INC | 股票-科技 | 1.90% | — | — | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.77% | — | -1.08% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.62% | — | — | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.58% | — | — | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.53% | — | — | |
| 12 | EPD | Enterprise Products Partners | 股票-能源 | 1.51% | — | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | — | +13.37% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | — | — | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.36% | — | — | |
| 16 | WEP | Magellan Midstream Partners | 股票-其他 | 1.35% | — | — | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | — | +24.68% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.12% | — | — | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.07% | — | — | |
| 20 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.96% | — | — | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.93% | — | — | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 0.92% | — | +2.51% | |
| 23 | ITW | Illinois Tool Works | 股票-工業 | 0.92% | — | — | |
| 24 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 0.90% | — | +0.43% | |
| 25 | ABBV | Abbvie INC | 股票-醫療保健 | 0.89% | — | +5.22% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 0.87% | — | +8.86% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | — | — | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.84% | — | +51.68% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.84% | — | — | |
| 30 | PEP | Pepsico INC | 股票-非循環性消費 | 0.79% | — | — | |
| 31 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.76% | — | — | |
| 32 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.75% | — | — | |
| 33 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.74% | — | — | |
| 34 | HON | Honeywell International INC | 股票-工業 | 0.71% | — | — | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.70% | — | — | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | +39.43% | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.68% | — | — | |
| 38 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.66% | — | — | |
| 39 | T | At&t INC | 股票-通訊服務 | 0.65% | — | +6.54% | |
| 40 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.65% | — | +8.76% | |
| 41 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.64% | — | +59.22% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.62% | — | -3.69% | |
| 43 | BDX 6.125 05-01-20 A | Becton Dickinson And Co | 股票-醫療保健 | 0.60% | — | — | |
| 44 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.60% | — | — | |
| 45 | TD | Toronto-dominion Bank | 股票-金融 | 0.59% | — | — | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.59% | — | — | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.58% | — | +6.14% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.56% | — | +609.54% | |
| 49 | QCOM | Qualcomm INC | 股票-科技 | 0.55% | — | +11.73% | |
| 50 | ABBNY | Abb Ltd-spon Adr | 股票-工業 | 0.55% | — | +22.86% |