CIK: 0001822632
申報總市值
US$10.1億
僅顯示前 200 大持股（共 237 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 23.48% | -1.16% | +5.73% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 13.97% | -0.15% | +12.37% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-其他 | 11.22% | +0.46% | +8.70% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 10.08% | +0.29% | +7.40% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 8.47% | -0.71% | +14.73% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 7.45% | +0.76% | +4.55% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.79% | -0.10% | +0.21% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.26% | +0.11% | -8.54% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.51% | +0.02% | -0.27% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.10% | — | +0.42% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.06% | +0.01% | +0.39% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 0.97% | -0.02% | +0.72% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.81% | — | +1.17% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 0.69% | +0.07% | +0.90% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | -0.08% | +1.79% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.09% | +0.93% | |
| 17 | DE | Deere & Co | 股票-工業 | 0.44% | +0.02% | -1.30% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.41% | +0.03% | +1.33% | |
| 19 | QCOM | Qualcomm INC | 股票-科技 | 0.37% | -0.03% | +0.59% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.37% | -0.01% | +0.49% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.36% | — | +1.14% | |
| 22 | SO | Southern Co/the | 股票-公用事業 | 0.36% | +0.02% | +0.86% | |
| 23 | WSM | Williams-sonoma INC | 股票-循環性消費 | 0.35% | -0.10% | +0.46% | |
| 24 | TGT | Target CORP | 股票-循環性消費 | 0.35% | — | +0.63% | |
| 25 | UPS | United Parcel Service-cl B | 股票-工業 | 0.34% | — | +0.78% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.33% | +0.04% | +0.74% | |
| 27 | CTAS | Cintas CORP | 股票-工業 | 0.33% | -0.01% | +0.25% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | — | +1.25% | |
| 29 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.27% | — | +2.62% | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.27% | +0.03% | +0.70% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.27% | — | +0.39% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.25% | — | +2.14% | |
| 33 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.24% | — | +0.30% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.24% | +0.02% | +2.56% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.23% | -0.01% | +3.20% | |
| 36 | WMT | Walmart INC | 股票-非循環性消費 | 0.22% | -0.02% | +2.48% | |
| 37 | BHP | Bhp Group Ltd-spon Adr | 股票-原物料 | 0.22% | +0.02% | +7.16% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.22% | -0.04% | +0.31% | |
| 39 | AAPL | Apple INC | 股票-科技 | 0.21% | -0.01% | +6.04% | |
| 40 | CAT | Caterpillar INC | 股票-工業 | 0.20% | — | +0.62% | |
| 41 | D | Dominion Energy INC | 股票-公用事業 | 0.19% | — | +0.84% | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.18% | — | +2.85% | |
| 43 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.17% | +0.02% | +1.14% | |
| 44 | C | Citigroup INC | 股票-金融 | 0.17% | — | +2.94% | |
| 45 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.16% | — | — | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.16% | -0.01% | +0.34% | |
| 47 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.14% | — | +11.57% | |
| 48 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.12% | — | — | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.11% | — | +0.55% | |
| 50 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.11% | — | +0.21% |