CIK: 0001692632
申報總市值
US$6.2億
僅顯示前 200 大持股（共 534 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 | 10.93% | — | +13.37% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.16% | +0.76% | +11.94% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.24% | +0.10% | +16.51% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.06% | +0.38% | +91.37% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.13% | +0.09% | +2.23% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | -0.69% | +4.13% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.64% | +0.15% | +5.72% | |
| 8 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 2.14% | — | -45.46% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.00% | -0.66% | — | |
| 10 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 1.92% | — | — | |
| 11 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股與成長 | 1.67% | -0.13% | — | |
| 12 | DAKT | Daktronics INC | 股票-其他 | 1.18% | -0.77% | — | |
| 13 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.16% | +0.11% | +37.13% | |
| 14 | GILD | Gilead Sciences INC | 股票-醫療保健 | 1.16% | — | +15.89% | |
| 15 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 1.11% | — | +4.91% | |
| 16 | ENB | Enbridge INC | 股票-能源 | 1.05% | +0.11% | +6.83% | |
| 17 | SO | Southern Co/the | 股票-公用事業 | 0.99% | — | -0.82% | |
| 18 | PM | Philip Morris International | 股票-非循環性消費 | 0.98% | — | +2.46% | |
| 19 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.95% | — | +56.01% | |
| 20 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.95% | — | -13.99% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | +0.25% | -28.85% | |
| 22 | ABBV | Abbvie INC | 股票-醫療保健 | 0.91% | — | -34.91% | |
| 23 | DUK | Duke Energy CORP | 股票-公用事業 | 0.86% | — | -0.67% | |
| 24 | BCE | Bce INC | 股票-通訊服務 | 0.85% | — | +0.23% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.83% | — | +9.37% | |
| 26 | CCI | Crown Castle INC | 股票-房地產 | 0.79% | — | +6.04% | |
| 27 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.79% | — | +20.41% | |
| 28 | T | At&t INC | 股票-通訊服務 | 0.79% | — | +35.94% | |
| 29 | D | Dominion Energy INC | 股票-公用事業 | 0.78% | — | +6.20% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.75% | +0.13% | -0.30% | |
| 31 | WMB | Williams Cos INC | 股票-能源 | 0.72% | — | +3.16% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.72% | -0.14% | +25.47% | |
| 33 | XEL | Xcel Energy INC | 股票-公用事業 | 0.68% | — | +2.41% | |
| 34 | NOW | Servicenow INC | 股票-科技 | 0.68% | -0.34% | +52.17% | |
| 35 | NGG | National Grid Plc-sp Adr | 股票-公用事業 | 0.67% | — | +1.14% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.66% | — | -20.57% | |
| 37 | PFE | Pfizer INC | 股票-醫療保健 | 0.63% | +0.41% | -0.99% | |
| 38 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.62% | — | +20.68% | |
| 39 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.62% | — | +22.93% | |
| 40 | DLR | Digital Realty Trust INC | 股票-房地產 | 0.61% | — | +20.91% | |
| 41 | AMGN | Amgen INC | 股票-醫療保健 | 0.60% | — | +6.37% | |
| 42 | INTU | Intuit INC | 股票-科技 | 0.58% | -0.31% | +21.32% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.23% | -53.05% | |
| 44 | TFC | Truist Financial CORP | 股票-金融 | 0.57% | — | +88.15% | |
| 45 | ECL | Ecolab INC | 股票-原物料 | 0.56% | — | -6.33% | |
| 46 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.56% | -0.30% | +34.03% | |
| 47 | SBAC | Sba Communications CORP | 股票-房地產 | 0.53% | — | +3.67% | |
| 48 | CLX | Clorox Company | 股票-非循環性消費 | 0.52% | — | +102.15% | |
| 49 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.52% | — | +45.32% | |
| 50 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.48% | -0.24% | +2600.58% |