CIK: 0001801112
申報總市值
US$5.2億
僅顯示前 200 大持股（共 205 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 | 7.51% | -0.36% | -0.12% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.84% | -0.19% | +0.57% | |
| 3 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 5.06% | -0.32% | +0.05% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.78% | — | +1.94% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.36% | -0.72% | +8.01% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.40% | — | +0.94% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.96% | — | +91.58% | |
| 8 | GNR | State Street Spdr S&p Global | ETF-其他 | 1.92% | — | +0.47% | |
| 9 | ACN | Accenture plc | 股票-科技 | 1.56% | -0.34% | +5.78% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.49% | — | +5.73% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.45% | — | +13.01% | |
| 12 | HD | Home Depot INC | 股票-循環性消費 | 1.43% | — | +7.93% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.36% | — | +7.30% | |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.34% | — | +8.11% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.30% | — | +7.08% | |
| 16 | BX | Blackstone INC | 股票-金融 | 1.21% | — | +0.70% | |
| 17 | NEE | Nextera Energy INC | 股票-公用事業 | 1.17% | — | +0.92% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.14% | — | +3.79% | |
| 19 | TXN | Texas Instruments INC | 股票-科技 | 1.13% | — | +2.48% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.12% | — | +2.77% | |
| 21 | ALB | Albemarle CORP | 股票-原物料 | 1.08% | — | +0.31% | |
| 22 | AMGN | Amgen INC | 股票-醫療保健 | 1.05% | — | +2.03% | |
| 23 | FFEB | Ft Vest US Equity Buffer ETF | ETF-其他 | 1.04% | -1.15% | EXIT | |
| 24 | KLAC | Kla CORP | 股票-科技 | 1.03% | +0.34% | +0.20% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.01% | — | +0.41% | |
| 26 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.00% | — | +2.25% | |
| 27 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.99% | — | +0.15% | |
| 28 | WM | Waste Management INC | 股票-工業 | 0.95% | — | +2.05% | |
| 29 | MS | Morgan Stanley | 股票-金融 | 0.95% | — | +1.82% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | — | +6.91% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.93% | -2.64% | +9.74% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.89% | — | +7.96% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.88% | — | +4.12% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.86% | — | +11.12% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.86% | -0.16% | -1.10% | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.85% | — | +20.15% | |
| 37 | BLKCHF | Blackrock INC | 股票-其他 | 0.85% | — | +0.66% | |
| 38 | DFSEUR | Discover Financial Services | 股票-其他 | 0.83% | — | +2.38% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.80% | — | +45.20% | |
| 40 | PAYX | Paychex INC | 股票-科技 | 0.78% | — | — | |
| 41 | PLD | Prologis INC | 股票-房地產 | 0.77% | — | +5.17% | |
| 42 | HON | Honeywell International INC | 股票-工業 | 0.74% | — | +7.29% | |
| 43 | DVN | Devon Energy CORP | 股票-能源 | 0.72% | — | +0.27% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.71% | — | +37.70% | |
| 45 | TGT | Target CORP | 股票-循環性消費 | 0.70% | — | +3.50% | |
| 46 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.68% | — | +2.44% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.66% | — | +7.41% | |
| 48 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.64% | — | +14.10% | |
| 49 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.58% | — | +0.17% | |
| 50 | AMT | American Tower CORP | 股票-房地產 | 0.55% | — | +3.30% |