CIK: 0001641866
申報總市值
US$55.4億
僅顯示前 200 大持股（共 3980 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 | AAPL | Apple INC | 股票-科技 | 2.40% | -0.02% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.88% | — | — | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.37% | — | — | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.28% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.27% | — | — | |
| 6 | T | At&t INC | 股票-通訊服務 | 1.24% | — | — | |
| 7 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.11% | — | — | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.09% | — | — | |
| 9 | VALE | Vale S.A. | 股票-原物料 | 1.04% | — | — | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 1.02% | — | — | |
| 11 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.88% | — | — | |
| 12 | CVX | Chevron CORP | 股票-能源 | 0.80% | — | — | |
| 13 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.78% | — | — | |
| 14 | HD | Home Depot INC | 股票-循環性消費 | 0.74% | — | — | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | — | — | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | — | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.71% | — | — | |
| 18 | MO | Altria Group INC | 股票-非循環性消費 | 0.71% | — | — | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.69% | — | — | |
| 20 | MBB | Ishares Mbs ETF | ETF-其他 | 0.68% | — | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.67% | -0.03% | — | |
| 22 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.66% | — | — | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.66% | — | — | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.66% | — | — | |
| 25 | OPK | Opko Health INC | 股票-其他 | 0.65% | — | — | |
| 26 | BP | Bp Plc-spons Adr | 股票-能源 | 0.62% | — | — | |
| 27 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.62% | — | — | |
| 28 | VFC | Vf CORP | 股票-循環性消費 | 0.62% | — | — | |
| 29 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.61% | — | — | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.61% | — | — | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.60% | +0.22% | — | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.60% | — | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | — | |
| 34 | PFE | Pfizer INC | 股票-醫療保健 | 0.55% | — | — | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.54% | — | — | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.52% | — | — | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | — | — | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.51% | — | — | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | — | — | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.48% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.47% | +0.10% | — | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.46% | — | — | |
| 43 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | — | — | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | — | — | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.45% | — | — | |
| 46 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.45% | -0.02% | — | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.44% | — | — | |
| 48 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.44% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | — | — | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.43% | — | — |