CIK: 0001767513
申報總市值
US$6.9億
僅顯示前 200 大持股（共 343 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 10.04% | -0.11% | +7.10% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 9.50% | — | +16.13% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.51% | — | +13.02% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.31% | -0.10% | +6.01% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.72% | — | +19.54% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.63% | -0.12% | +13.50% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.55% | +0.07% | -0.79% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.16% | -0.09% | -0.52% | |
| 9 | ABBV | Abbvie INC | 股票-醫療保健 | 1.77% | -0.03% | +93.28% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.48% | -0.03% | -0.60% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.32% | — | +9.23% | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.30% | -0.04% | -2.53% | |
| 13 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.25% | — | — | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.24% | -0.11% | -2.07% | |
| 15 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.23% | — | +9.26% | |
| 16 | GILD | Gilead Sciences INC | 股票-醫療保健 | 1.18% | +0.03% | NEW | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.13% | -0.09% | -4.08% | |
| 18 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.12% | -0.16% | EXIT | |
| 19 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.09% | — | +0.94% | |
| 20 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.07% | — | -8.08% | |
| 21 | INTC | Intel CORP | 股票-科技 | 1.05% | +0.01% | -6.95% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 1.00% | -0.02% | -1.54% | |
| 23 | EGOVEUR | Nic INC | 股票-其他 | 0.98% | — | -3.16% | |
| 24 | FAST | Fastenal Co | 股票-工業 | 0.96% | — | -4.04% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.94% | +0.01% | -3.76% | |
| 26 | CMS | Cms Energy CORP | 股票-公用事業 | 0.92% | — | -4.00% | |
| 27 | GM | General Motors Co | 股票-循環性消費 | 0.92% | — | +0.81% | |
| 28 | FAF | First American Financial | 股票-金融 | 0.92% | — | +0.62% | |
| 29 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.90% | — | -4.62% | |
| 30 | CHCO | City Holding Co | 股票-其他 | 0.89% | — | -1.88% | |
| 31 | PFE | Pfizer INC | 股票-醫療保健 | 0.89% | — | -5.14% | |
| 32 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 0.88% | — | -0.66% | |
| 33 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.88% | — | -0.88% | |
| 34 | BBY | Best Buy Co INC | 股票-循環性消費 | 0.86% | — | +26676.03% | |
| 35 | RUTHUSD | Ruth's Hospitality Group INC | 股票-其他 | 0.84% | — | +0.20% | |
| 36 | CBRL | Cracker Barrel Old Country | 股票-其他 | 0.82% | — | -5.30% | |
| 37 | MO | Altria Group INC | 股票-非循環性消費 | 0.80% | — | +3.18% | |
| 38 | OPLN | Openlane INC | 股票-其他 | 0.79% | — | -5.19% | |
| 39 | PM | Philip Morris International | 股票-非循環性消費 | 0.78% | — | +18.10% | |
| 40 | ALGT | Allegiant Travel Co | 股票-其他 | 0.76% | — | +17.82% | |
| 41 | ISBCUSD | Investors Bancorp INC | 股票-其他 | 0.73% | — | +5.15% | |
| 42 | TXN | Texas Instruments INC | 股票-科技 | 0.69% | -0.02% | -1.75% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.67% | — | -5.55% | |
| 44 | COLB | Columbia Banking System INC | 股票-金融 | 0.65% | — | -4.08% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.64% | -0.01% | -1.35% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.62% | -0.04% | -50.03% | |
| 47 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.59% | -0.04% | -0.17% | |
| 48 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.57% | -0.02% | -6.92% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.57% | — | +3.03% | |
| 50 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.57% | — | -5.79% |