CIK: 0001766909
申報總市值
US$5.6億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 24.58% | -2.15% | +7.20% | |
| 2 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 17.07% | — | +17.30% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 15.10% | — | -10.02% | |
| 4 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-其他 | 9.83% | -0.22% | +18.70% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 6.66% | +0.02% | -3.04% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 4.62% | +0.02% | +19.87% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.70% | -0.08% | -1.25% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | +0.28% | -1.55% | |
| 9 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 1.33% | -0.09% | +22.25% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.30% | +0.19% | — | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.17% | -0.03% | +69.48% | |
| 12 | AAPL | Apple INC | 股票-科技 | 0.72% | +0.02% | +8.34% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.61% | -0.01% | — | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | — | -1.28% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | +0.28% | +11.83% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.50% | -0.05% | EXIT | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.46% | +1.30% | +4.69% | |
| 18 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.44% | — | — | |
| 19 | MMM | 3m Co | 股票-工業 | 0.42% | — | -7.39% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.41% | +0.02% | +0.05% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.41% | — | +0.08% | |
| 22 | T | At&t INC | 股票-通訊服務 | 0.40% | — | +4.83% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.39% | -0.69% | +1.31% | |
| 24 | ADI | Analog Devices INC | 股票-科技 | 0.37% | — | — | |
| 25 | UTXZ | United Tech CORP | 股票-其他 | 0.37% | — | — | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.37% | -0.04% | -0.65% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.35% | — | -0.96% | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.34% | -0.03% | -0.47% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.32% | +0.62% | -0.85% | |
| 30 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.32% | — | +4.68% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.31% | — | — | |
| 32 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.31% | +0.02% | — | |
| 33 | SYK | Stryker CORP | 股票-醫療保健 | 0.31% | — | — | |
| 34 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.30% | — | -2.56% | |
| 35 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.30% | — | +0.09% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.30% | +0.09% | +3.33% | |
| 37 | UNP | Union Pacific CORP | 股票-工業 | 0.29% | — | — | |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.26% | — | -6.08% | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.25% | — | — | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.25% | — | -1.51% | |
| 41 | ABBV | Abbvie INC | 股票-醫療保健 | 0.24% | — | — | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.24% | — | — | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.23% | — | — | |
| 44 | AMGN | Amgen INC | 股票-醫療保健 | 0.23% | — | — | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.23% | — | +0.15% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.21% | — | — | |
| 47 | BALL | Ball CORP | 股票-循環性消費 | 0.20% | — | — | |
| 48 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.20% | — | — | |
| 49 | SWK | Stanley Black & Decker INC | 股票-工業 | 0.19% | — | — | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.19% | — | -14.58% |