CIK: 0001767513
申報總市值
US$7.7億
僅顯示前 200 大持股（共 317 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 | 12.61% | +0.11% | +2.87% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 11.10% | — | +2.46% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.91% | +0.21% | +14.91% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.78% | -0.02% | +10.06% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.35% | -0.27% | -10.07% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.35% | +0.22% | +16.25% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.88% | -0.40% | -13.64% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.74% | — | +0.83% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.94% | -0.22% | -13.22% | |
| 10 | ABBV | Abbvie INC | 股票-醫療保健 | 1.65% | — | -12.05% | |
| 11 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.52% | — | -11.72% | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.48% | — | -9.37% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.27% | — | -3.63% | |
| 14 | INTC | Intel CORP | 股票-科技 | 1.11% | — | -6.16% | |
| 15 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.02% | — | +2.69% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.95% | +0.04% | +28.70% | |
| 17 | AMGN | Amgen INC | 股票-醫療保健 | 0.94% | — | -11.53% | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 0.93% | — | -6.47% | |
| 19 | EGOVEUR | Nic INC | 股票-其他 | 0.92% | — | -7.23% | |
| 20 | MCO | Moody's CORP | 股票-金融 | 0.90% | — | -6.14% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 0.88% | +0.09% | -13.88% | |
| 22 | CLX | Clorox Company | 股票-非循環性消費 | 0.87% | — | +43.70% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | — | -9.48% | |
| 24 | TXN | Texas Instruments INC | 股票-科技 | 0.83% | +0.03% | -16.50% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.82% | — | -11.98% | |
| 26 | FAST | Fastenal Co | 股票-工業 | 0.82% | — | -8.88% | |
| 27 | HRB | H&r Block INC | 股票-循環性消費 | 0.80% | — | -5.13% | |
| 28 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.80% | — | -8.75% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.79% | — | +9.37% | |
| 30 | EIG | Employers Holdings INC | 股票-其他 | 0.79% | — | -13.80% | |
| 31 | CHCO | City Holding Co | 股票-其他 | 0.75% | — | -6.79% | |
| 32 | KLIC | Kulicke & Soffa Industries | 股票-科技 | 0.73% | — | +2704.39% | |
| 33 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.69% | — | +11.24% | |
| 34 | PFE | Pfizer INC | 股票-醫療保健 | 0.69% | — | -6.64% | |
| 35 | AAPL | Apple INC | 股票-科技 | 0.68% | -0.01% | +0.28% | |
| 36 | BBY | Best Buy Co INC | 股票-循環性消費 | 0.68% | — | -9.75% | |
| 37 | FAF | First American Financial | 股票-金融 | 0.67% | — | -11.84% | |
| 38 | PM | Philip Morris International | 股票-非循環性消費 | 0.66% | — | -6.56% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.64% | — | -14.30% | |
| 40 | MO | Altria Group INC | 股票-非循環性消費 | 0.63% | — | -2.46% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | — | -37.25% | |
| 42 | BLMN | Bloomin' Brands INC | 股票-其他 | 0.57% | — | — | |
| 43 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 0.56% | — | -9.56% | |
| 44 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.55% | — | -63.00% | |
| 45 | COLB | Columbia Banking System INC | 股票-金融 | 0.55% | — | -5.28% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.55% | — | +9.25% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.54% | — | -21.15% | |
| 48 | LPX | Louisiana-pacific CORP | 股票-工業 | 0.54% | — | — | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.53% | — | -7.99% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.53% | — | -12.08% |