CIK: 0001372130
申報總市值
US$4.9億
僅顯示前 200 大持股（共 223 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.14% | +0.34% | +1.19% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.27% | — | +0.83% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.75% | — | +16.66% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.31% | -1.07% | -0.49% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.20% | — | -0.24% | |
| 6 | DHR | Danaher CORP | 股票-醫療保健 | 2.45% | -0.22% | -1.07% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.41% | +0.20% | +0.99% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.21% | — | -10.36% | |
| 9 | ACN | Accenture plc | 股票-科技 | 2.05% | -0.41% | -0.80% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.01% | -0.09% | +0.04% | |
| 11 | INTU | Intuit INC | 股票-科技 | 1.95% | -0.64% | -2.03% | |
| 12 | UPS | United Parcel Service-cl B | 股票-工業 | 1.84% | — | -0.93% | |
| 13 | WAT | Waters CORP | 股票-醫療保健 | 1.78% | -0.27% | -0.94% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.78% | -0.18% | -0.26% | |
| 15 | TXN | Texas Instruments INC | 股票-科技 | 1.60% | +0.14% | -1.03% | |
| 16 | PEP | Pepsico INC | 股票-非循環性消費 | 1.53% | — | +0.11% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.53% | -0.16% | -0.32% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.52% | — | +2.43% | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.51% | -0.37% | -0.36% | |
| 20 | FISV | Fiserv INC | 股票-其他 | 1.49% | -0.18% | -0.07% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.47% | — | +1.91% | |
| 22 | WMT | Walmart INC | 股票-非循環性消費 | 1.29% | +0.18% | +0.49% | |
| 23 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 1.29% | -0.15% | -0.47% | |
| 24 | EMR | Emerson Electric Co | 股票-工業 | 1.27% | — | -0.35% | |
| 25 | AXP | American Express Co | 股票-金融 | 1.24% | -0.38% | -0.39% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.24% | — | -0.38% | |
| 27 | MMM | 3m Co | 股票-工業 | 1.22% | — | -1.97% | |
| 28 | MDT | Medtronic plc | 股票-醫療保健 | 1.13% | -0.07% | -0.11% | |
| 29 | HON | Honeywell International INC | 股票-工業 | 1.10% | — | +0.37% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 1.08% | — | +0.25% | |
| 31 | ECL | Ecolab INC | 股票-原物料 | 1.08% | — | +0.95% | |
| 32 | LIN | Linde plc | 股票-原物料 | 1.08% | — | -0.79% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.04% | +0.24% | +1.32% | |
| 34 | UL | Unilever PLC | 股票-非循環性消費 | 1.04% | — | -0.37% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -0.09% | -0.00% | |
| 36 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.97% | — | +0.84% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.93% | — | -8.62% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.88% | — | -0.07% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | +0.29% | +1.05% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.82% | -0.22% | -0.85% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.79% | — | +0.65% | |
| 42 | XRAY | Dentsply Sirona INC | 股票-醫療保健 | 0.74% | — | -0.33% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.73% | -0.32% | -4.86% | |
| 44 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.70% | — | -0.73% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | — | +1.99% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.62% | — | +8.97% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.34% | +2.14% | |
| 48 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.54% | -0.15% | -0.12% | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.51% | -0.07% | -4.29% | |
| 50 | FTV | Fortive CORP | 股票-科技 | 0.48% | — | +0.17% |