CIK: 0001801112
申報總市值
US$5.2億
僅顯示前 200 大持股（共 692 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 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 8.48% | -0.36% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.34% | -0.19% | — | |
| 3 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 5.59% | -0.32% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.17% | -2.64% | — | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.09% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | -0.72% | — | |
| 7 | AMGN | Amgen INC | 股票-醫療保健 | 2.39% | — | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.00% | — | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.85% | — | — | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.74% | — | — | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.50% | — | — | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.44% | — | — | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.41% | — | — | |
| 14 | NEE | Nextera Energy INC | 股票-公用事業 | 1.27% | — | — | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.24% | -0.34% | — | |
| 16 | ADP | Automatic Data Processing | 股票-科技 | 1.22% | — | — | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.19% | — | — | |
| 18 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.19% | — | — | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 1.18% | -0.20% | EXIT | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.14% | — | — | |
| 21 | HD | Home Depot INC | 股票-循環性消費 | 1.11% | — | — | |
| 22 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.08% | — | — | |
| 23 | PAYX | Paychex INC | 股票-科技 | 1.01% | — | — | |
| 24 | AMT | American Tower CORP | 股票-房地產 | 0.96% | — | — | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.92% | — | — | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.92% | — | — | |
| 27 | TXN | Texas Instruments INC | 股票-科技 | 0.87% | — | — | |
| 28 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.86% | — | — | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.86% | — | — | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.85% | — | — | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.83% | — | — | |
| 32 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.82% | — | — | |
| 33 | HON | Honeywell International INC | 股票-工業 | 0.78% | — | — | |
| 34 | WM | Waste Management INC | 股票-工業 | 0.73% | — | — | |
| 35 | PFE | Pfizer INC | 股票-醫療保健 | 0.72% | — | — | |
| 36 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.64% | — | — | |
| 37 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.64% | — | — | |
| 38 | ITW | Illinois Tool Works | 股票-工業 | 0.64% | -0.23% | EXIT | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.63% | — | — | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.62% | — | — | |
| 41 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.62% | — | — | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.62% | — | — | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.60% | — | — | |
| 44 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.60% | — | — | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | — | |
| 46 | BLKCHF | Blackrock INC | 股票-其他 | 0.57% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.30% | — | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.47% | — | — | |
| 49 | VLO | Valero Energy CORP | 股票-能源 | 0.47% | — | — | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.45% | — | — |