CIK: 0001803648
申報總市值
US$1.9億
| # | 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 | VUG | Vanguard Growth ETF | ETF-其他 | 5.23% | — | +7.17% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.87% | — | +5.54% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 4.69% | — | +8.18% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.55% | — | +7.27% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 4.49% | — | +7.68% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 4.23% | — | +7.02% | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 4.16% | — | +7.55% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 3.72% | — | +9.07% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.64% | — | +8.00% | |
| 10 | PGX | Invesco Preferred ETF | ETF-其他 | 3.63% | — | +9.61% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.58% | — | +9.73% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-其他 | 2.28% | — | -0.84% | |
| 13 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.62% | — | -0.82% | |
| 14 | MS | Morgan Stanley | 股票-金融 | 1.53% | — | +3.38% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | — | +0.16% | |
| 16 | TFX | Teleflex INC | 股票-醫療保健 | 1.38% | — | — | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | — | -1.75% | |
| 18 | PIE | Invesco Dorsey Wright Emergi | ETF-其他 | 1.09% | — | +1.13% | |
| 19 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.04% | — | +4.63% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.04% | — | +0.05% | |
| 21 | AON | Aon plc | 股票-金融 | 0.91% | — | +1.42% | |
| 22 | ITW | Illinois Tool Works | 股票-工業 | 0.90% | — | — | |
| 23 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.89% | — | +1.80% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | — | -0.88% | |
| 25 | JPEM | JPM Diversified Ret Em Equit | ETF-其他 | 0.88% | — | +20.10% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.84% | — | — | |
| 27 | NEE | Nextera Energy INC | 股票-公用事業 | 0.84% | — | +3.48% | |
| 28 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.79% | — | +0.08% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.79% | — | +0.17% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.77% | — | +3.24% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.75% | — | +3.65% | |
| 32 | DTE | Dte Energy Company | 股票-公用事業 | 0.70% | — | +3.03% | |
| 33 | ADBE | Adobe INC | 股票-科技 | 0.70% | — | +0.74% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.70% | — | — | |
| 35 | MA | Mastercard INC - A | 股票-金融 | 0.65% | — | +3.58% | |
| 36 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.62% | — | -0.20% | |
| 37 | VLO | Valero Energy CORP | 股票-能源 | 0.61% | — | +6.60% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | — | +0.01% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.57% | — | +2.72% | |
| 40 | SDA | Sealed Air CORP | 股票-循環性消費 | 0.56% | — | +6.93% | |
| 41 | INTU | Intuit INC | 股票-科技 | 0.52% | — | — | |
| 42 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.51% | — | +0.67% | |
| 43 | DUK | Duke Energy CORP | 股票-公用事業 | 0.51% | — | +2.68% | |
| 44 | POOL | Pool CORP | 股票-工業 | 0.48% | — | +9.91% | |
| 45 | PYPL | Paypal Holdings INC | 股票-金融 | 0.48% | — | +1.60% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.45% | — | -3.17% | |
| 47 | FICO | Fair Isaac CORP | 股票-科技 | 0.45% | — | -0.73% | |
| 48 | FDX | Fedex CORP | 股票-工業 | 0.42% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.42% | — | +1.82% | |
| 50 | NFLX | Netflix INC | 股票-通訊服務 | 0.41% | — | +8.54% |