CIK: 0001767513
申報總市值
US$6.9億
僅顯示前 200 大持股（共 315 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 | 12.28% | -0.11% | -0.29% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 10.48% | — | +0.99% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 7.22% | — | +3.58% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.99% | +0.07% | +42.28% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.53% | -0.10% | +1.87% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.53% | -0.12% | +5.96% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.44% | -0.09% | +44.72% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.67% | — | +1.46% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.38% | -0.03% | +44.17% | |
| 10 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.74% | -0.16% | EXIT | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.67% | — | +639.45% | |
| 12 | ABBV | Abbvie INC | 股票-醫療保健 | 1.63% | -0.03% | -6.11% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.28% | — | +1.70% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.14% | -0.11% | +19.63% | |
| 15 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.02% | -0.04% | -21.81% | |
| 16 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.99% | -0.04% | -0.20% | |
| 17 | HD | Home Depot INC | 股票-循環性消費 | 0.94% | -0.02% | -7.94% | |
| 18 | INTC | Intel CORP | 股票-科技 | 0.93% | +0.01% | -6.69% | |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.90% | +0.05% | +36.30% | |
| 20 | MED | Medifast INC | 股票-其他 | 0.87% | — | -0.26% | |
| 21 | HRB | H&r Block INC | 股票-循環性消費 | 0.83% | -0.07% | +25.77% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.82% | -0.01% | +3.51% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.82% | -0.04% | -10.63% | |
| 24 | AMGN | Amgen INC | 股票-醫療保健 | 0.81% | — | -9.71% | |
| 25 | MCO | Moody's CORP | 股票-金融 | 0.80% | -0.03% | EXIT | |
| 26 | TXN | Texas Instruments INC | 股票-科技 | 0.77% | -0.02% | -10.31% | |
| 27 | CLX | Clorox Company | 股票-非循環性消費 | 0.76% | — | -14.70% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.76% | — | +1.54% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.71% | — | -8.62% | |
| 30 | EGOVEUR | Nic INC | 股票-其他 | 0.70% | — | -5.95% | |
| 31 | NTES | Netease Inc-adr | 股票-通訊服務 | 0.68% | — | +796.02% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | +0.01% | -9.11% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | -0.09% | +5.68% | |
| 34 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.67% | — | -0.31% | |
| 35 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.65% | — | — | |
| 36 | MZTI | Marzetti Company/the | 股票-非循環性消費 | 0.64% | — | — | |
| 37 | T | At&t INC | 股票-通訊服務 | 0.63% | — | +2007.26% | |
| 38 | UNM | Unum Group | 股票-金融 | 0.62% | — | +6764.22% | |
| 39 | FMC | Fmc CORP | 股票-原物料 | 0.60% | — | — | |
| 40 | TDS | Telephone And Data Systems | 股票-通訊服務 | 0.59% | — | — | |
| 41 | DOX | Amdocs Limited | 股票-科技 | 0.58% | — | — | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | — | +9.35% | |
| 43 | ALL | Allstate CORP | 股票-金融 | 0.58% | — | — | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.57% | -0.03% | +1.18% | |
| 45 | NRG | Nrg Energy INC | 股票-公用事業 | 0.56% | — | — | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.56% | — | — | |
| 47 | PFE | Pfizer INC | 股票-醫療保健 | 0.55% | — | -2.47% | |
| 48 | MO | Altria Group INC | 股票-非循環性消費 | 0.52% | — | -0.46% | |
| 49 | NEM | Newmont CORP | 股票-原物料 | 0.51% | — | +17.71% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.50% | — | -4.18% |