CIK: 0001633869
申報總市值
US$4.7億
僅顯示前 200 大持股（共 333 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 | ACN | Accenture plc | 股票-科技 | 3.34% | — | -0.29% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.92% | — | -1.30% | |
| 3 | WM | Waste Management INC | 股票-工業 | 2.77% | — | -1.73% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.72% | — | -0.85% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.72% | — | -9.80% | |
| 6 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 2.64% | — | +7.14% | |
| 7 | AWK | American Water Works Co INC | 股票-公用事業 | 2.59% | — | +1.69% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.57% | — | -1.19% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.52% | — | -2.86% | |
| 10 | DE | Deere & Co | 股票-工業 | 2.51% | — | -4.26% | |
| 11 | PSA | Public Storage | 股票-房地產 | 2.45% | — | -1.95% | |
| 12 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 2.41% | — | -7.76% | |
| 13 | AKX | Ansys INC | 股票-其他 | 2.34% | — | +2.34% | |
| 14 | PFE | Pfizer INC | 股票-醫療保健 | 2.34% | — | +2.31% | |
| 15 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 2.30% | — | +0.27% | |
| 16 | UL | Unilever PLC | 股票-非循環性消費 | 2.25% | — | +1.49% | |
| 17 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 2.21% | — | +1.44% | |
| 18 | NUE | Nucor CORP | 股票-原物料 | 2.15% | — | -6.04% | |
| 19 | EWL | Ishares Msci Switzerland ETF | ETF-其他 | 2.08% | — | -0.78% | |
| 20 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.96% | — | +0.79% | |
| 21 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 1.74% | — | +2.17% | |
| 22 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.67% | — | +3.19% | |
| 23 | WMT | Walmart INC | 股票-非循環性消費 | 1.62% | — | -1.00% | |
| 24 | EQIX | Equinix INC | 股票-房地產 | 1.62% | — | +1.21% | |
| 25 | BMI | Badger Meter INC | 股票-科技 | 1.61% | — | -0.77% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.58% | — | -9.89% | |
| 27 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.57% | — | -4.73% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 1.50% | — | -4.22% | |
| 29 | PEP | Pepsico INC | 股票-非循環性消費 | 1.49% | — | -2.13% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.48% | — | -2.33% | |
| 31 | AAPL | Apple INC | 股票-科技 | 1.40% | — | -0.53% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.34% | — | -1.52% | |
| 33 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.30% | — | +1.41% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.24% | — | -0.24% | |
| 35 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 1.19% | — | -0.24% | |
| 36 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.19% | — | +2.09% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.19% | — | +3.15% | |
| 38 | CLX | Clorox Company | 股票-非循環性消費 | 1.18% | — | -6.77% | |
| 39 | ATVIEUR | Activision Blizzard INC | 股票-通訊服務 | 1.09% | — | -3.48% | |
| 40 | EA | Electronic Arts INC | 股票-通訊服務 | 1.08% | — | -22.01% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | — | +5.06% | |
| 42 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.98% | — | -2.77% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.89% | — | -2.85% | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.87% | — | -1.46% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.87% | — | -0.87% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.87% | — | -0.23% | |
| 47 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.83% | — | -2.03% | |
| 48 | TGT | Target CORP | 股票-循環性消費 | 0.79% | — | -15.70% | |
| 49 | VNO | Vornado Realty Trust | 股票-房地產 | 0.63% | — | +11.77% | |
| 50 | FDS | Factset Research Systems INC | 股票-金融 | 0.57% | — | -10.92% |