CIK: 0001692632
申報總市值
US$6.2億
僅顯示前 200 大持股（共 225 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 11.97% | -0.66% | -0.54% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.64% | — | +2.88% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.24% | +0.76% | +7.77% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.17% | +0.10% | +1.31% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.22% | +0.38% | +0.50% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.17% | -0.69% | -1.12% | |
| 7 | DAKT | Daktronics INC | 股票-其他 | 2.51% | -0.77% | -11.49% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.48% | +0.09% | +1.87% | |
| 9 | ✓ | Big Sioux Financial | 股票-其他 | 2.20% | — | — | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.17% | +0.15% | +5.24% | |
| 11 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.64% | — | — | |
| 12 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 1.34% | — | — | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | +0.73% | +671.58% | |
| 14 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股與成長 | 1.06% | -0.13% | — | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | — | -2.29% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.01% | -0.24% | +21.21% | |
| 17 | DUK | Duke Energy CORP | 股票-公用事業 | 0.95% | — | +2.12% | |
| 18 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.93% | +0.11% | +0.37% | |
| 19 | PM | Philip Morris International | 股票-非循環性消費 | 0.92% | — | -2.07% | |
| 20 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.90% | — | -14.54% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.88% | — | +0.26% | |
| 22 | WMB | Williams Cos INC | 股票-能源 | 0.88% | — | -2.26% | |
| 23 | SO | Southern Co/the | 股票-公用事業 | 0.87% | — | -0.49% | |
| 24 | NOW | Servicenow INC | 股票-科技 | 0.74% | -0.34% | -2.62% | |
| 25 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.74% | — | -2.34% | |
| 26 | INTU | Intuit INC | 股票-科技 | 0.73% | -0.31% | -1.71% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.72% | — | -0.22% | |
| 28 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.70% | — | +30.67% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.70% | -0.14% | +1.19% | |
| 30 | AMGN | Amgen INC | 股票-醫療保健 | 0.70% | — | +10.01% | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.69% | +0.13% | -2.99% | |
| 32 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.68% | -0.30% | -4.75% | |
| 33 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.66% | — | — | |
| 34 | XEL | Xcel Energy INC | 股票-公用事業 | 0.64% | — | +20.68% | |
| 35 | ENB | Enbridge INC | 股票-能源 | 0.63% | +0.11% | -1.82% | |
| 36 | T | At&t INC | 股票-通訊服務 | 0.62% | — | -1.91% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.62% | — | +3.40% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.59% | — | -10.52% | |
| 39 | CTAS | Cintas CORP | 股票-工業 | 0.59% | — | -0.68% | |
| 40 | AEP | American Electric Power | 股票-公用事業 | 0.56% | — | +6.11% | |
| 41 | NGG | National Grid Plc-sp Adr | 股票-公用事業 | 0.56% | — | -10.51% | |
| 42 | SNY | Sanofi-adr | 股票-醫療保健 | 0.56% | — | +57.48% | |
| 43 | PGR | Progressive CORP | 股票-金融 | 0.55% | -0.13% | +2.95% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.23% | +9.02% | |
| 45 | PNC | Pnc Financial Services Group | 股票-金融 | 0.54% | — | +0.48% | |
| 46 | D | Dominion Energy INC | 股票-公用事業 | 0.53% | — | +3.09% | |
| 47 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.52% | — | +0.42% | |
| 48 | UBER | Uber Technologies INC | 股票-工業 | 0.51% | -0.27% | +4.60% | |
| 49 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.51% | — | -9.85% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | -12.96% |