CIK: 0001696899
申報總市值
US$93.2億
僅顯示前 200 大持股（共 650 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 | 7.15% | -3.76% | -0.83% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.36% | -2.74% | +0.75% | |
| 3 | ABCB | Ameris Bancorp | 股票-金融 | 4.02% | — | +0.46% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.92% | — | +8.19% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.06% | — | -1.51% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.94% | -6.25% | +0.94% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.56% | — | +6.04% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.50% | — | +0.92% | |
| 9 | HD | Home Depot INC | 股票-循環性消費 | 1.48% | — | -1.17% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.41% | — | -0.70% | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 1.38% | — | +4.27% | |
| 12 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.37% | — | +2.36% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.28% | — | -3.48% | |
| 14 | TSLA | Tesla INC | 股票-循環性消費 | 1.27% | — | +0.40% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | — | +5.15% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.17% | — | +2.47% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | — | -12.05% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | — | +3.51% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | — | -1.09% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.06% | +0.61% | +11.16% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.97% | — | +1.93% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.93% | — | -5.70% | |
| 23 | MITK | Mitek Systems INC | 股票-其他 | 0.87% | — | -0.96% | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.81% | — | -2.70% | |
| 25 | PEP | Pepsico INC | 股票-非循環性消費 | 0.80% | — | -2.72% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.79% | — | -0.46% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.79% | — | +7.80% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.77% | — | +4.18% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.77% | — | +5.30% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | — | +0.71% | |
| 31 | WMT | Walmart INC | 股票-非循環性消費 | 0.74% | — | +2.33% | |
| 32 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.72% | — | -8.28% | |
| 33 | CAT | Caterpillar INC | 股票-工業 | 0.72% | — | -1.42% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.60% | — | +21.95% | |
| 35 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.58% | — | -4.56% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.54% | — | +46.31% | |
| 37 | ANETEUR | Arista Networks INC | 股票-其他 | 0.54% | — | -5.01% | |
| 38 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.52% | — | +9.38% | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.49% | — | -4.88% | |
| 40 | DUK | Duke Energy CORP | 股票-公用事業 | 0.48% | — | +2.17% | |
| 41 | UPS | United Parcel Service-cl B | 股票-工業 | 0.48% | — | -2.70% | |
| 42 | COP | Conocophillips | 股票-能源 | 0.47% | — | -0.79% | |
| 43 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.47% | — | +7.10% | |
| 44 | ITW | Illinois Tool Works | 股票-工業 | 0.45% | — | +5.28% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.45% | — | +4.18% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | — | +0.21% | |
| 47 | CTAS | Cintas CORP | 股票-工業 | 0.44% | — | +1.57% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.43% | — | +3.11% | |
| 49 | HON | Honeywell International INC | 股票-工業 | 0.42% | — | -2.44% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.41% | — | -1.45% |