CIK: 0001372130
申報總市值
US$4.9億
僅顯示前 200 大持股（共 229 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 | 5.55% | +0.34% | -1.62% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.62% | — | -0.08% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.61% | -1.07% | -1.34% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.44% | — | -16.80% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.29% | — | -18.14% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.62% | +0.20% | +0.06% | |
| 7 | DHR | Danaher CORP | 股票-醫療保健 | 2.51% | -0.22% | -1.08% | |
| 8 | ACN | Accenture plc | 股票-科技 | 2.25% | -0.41% | -1.11% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.11% | -0.18% | -1.51% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.08% | -0.09% | -0.11% | |
| 11 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.89% | -0.37% | -1.84% | |
| 12 | INTU | Intuit INC | 股票-科技 | 1.86% | -0.64% | -1.09% | |
| 13 | UPS | United Parcel Service-cl B | 股票-工業 | 1.83% | — | -0.71% | |
| 14 | PEP | Pepsico INC | 股票-非循環性消費 | 1.69% | — | -0.08% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.62% | -0.16% | -0.80% | |
| 16 | WAT | Waters CORP | 股票-醫療保健 | 1.52% | -0.27% | -0.08% | |
| 17 | TXN | Texas Instruments INC | 股票-科技 | 1.52% | +0.14% | +0.58% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.51% | — | -0.35% | |
| 19 | FISV | Fiserv INC | 股票-其他 | 1.42% | -0.18% | -1.38% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.41% | — | -0.34% | |
| 21 | AXP | American Express Co | 股票-金融 | 1.41% | -0.38% | +0.09% | |
| 22 | WMT | Walmart INC | 股票-非循環性消費 | 1.40% | +0.18% | +0.10% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.29% | — | -20.89% | |
| 24 | EMR | Emerson Electric Co | 股票-工業 | 1.27% | — | -0.47% | |
| 25 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.22% | — | +0.09% | |
| 26 | LIN | Linde plc | 股票-原物料 | 1.20% | — | +2.36% | |
| 27 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 1.09% | -0.15% | -0.37% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.08% | +0.24% | +8.88% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 1.06% | — | -0.11% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | -0.22% | +4.36% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.04% | — | -1.08% | |
| 32 | HON | Honeywell International INC | 股票-工業 | 1.02% | — | +3.47% | |
| 33 | MDT | Medtronic plc | 股票-醫療保健 | 1.01% | -0.07% | -0.20% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | +0.29% | -1.28% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.95% | — | +0.13% | |
| 36 | ECL | Ecolab INC | 股票-原物料 | 0.92% | — | -1.20% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.90% | — | +0.97% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.09% | -1.31% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.89% | +0.34% | -0.79% | |
| 40 | MMM | 3m Co | 股票-工業 | 0.79% | — | -4.87% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.78% | -0.32% | +0.41% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.75% | — | -7.80% | |
| 43 | UL | Unilever PLC | 股票-非循環性消費 | 0.74% | — | -0.35% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.70% | — | +9.27% | |
| 45 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.67% | -0.15% | +8.92% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | — | -0.93% | |
| 47 | XRAY | Dentsply Sirona INC | 股票-醫療保健 | 0.58% | — | +3.54% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.55% | -0.07% | +3.56% | |
| 49 | TFC | Truist Financial CORP | 股票-金融 | 0.52% | — | +3.38% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.47% | +0.12% | +16.58% |