CIK: 0001696899
申報總市值
US$93.2億
僅顯示前 200 大持股（共 677 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.69% | — | +102.47% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.36% | -3.76% | -0.67% | |
| 3 | ABCB | Ameris Bancorp | 股票-金融 | 4.80% | — | +8.72% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.21% | -2.74% | +1.73% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.97% | — | +2.16% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.92% | — | +127.22% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.21% | — | +107.11% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.95% | -6.25% | +10.98% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.76% | +0.61% | +97.50% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 1.56% | — | -0.61% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.30% | — | +99.94% | |
| 12 | HD | Home Depot INC | 股票-循環性消費 | 1.30% | — | -3.27% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.30% | — | +1.83% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.25% | — | +4.44% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | — | +3.52% | |
| 16 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.18% | — | +2.55% | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 1.04% | — | +3.51% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | — | +3.84% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.91% | — | +100.34% | |
| 20 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.90% | — | +3.89% | |
| 21 | MITK | Mitek Systems INC | 股票-其他 | 0.86% | — | +2.22% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | — | -0.75% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.85% | — | +3.11% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | — | +3.97% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | — | +14.55% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.77% | — | +4.76% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.74% | — | +2.52% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.74% | — | -0.94% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.69% | — | +8.12% | |
| 30 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.68% | — | +14.02% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | — | +1.71% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 0.68% | — | +0.39% | |
| 33 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.68% | — | +32.19% | |
| 34 | PEP | Pepsico INC | 股票-非循環性消費 | 0.64% | — | +0.31% | |
| 35 | WMT | Walmart INC | 股票-非循環性消費 | 0.63% | — | +7.65% | |
| 36 | CAT | Caterpillar INC | 股票-工業 | 0.61% | — | -1.97% | |
| 37 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.45% | — | +2.85% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | — | -2.50% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事業 | 0.42% | — | -1.03% | |
| 40 | ANETEUR | Arista Networks INC | 股票-其他 | 0.42% | — | -23.81% | |
| 41 | CB | Chubb Limited | 股票-金融 | 0.42% | — | -1.96% | |
| 42 | CTAS | Cintas CORP | 股票-工業 | 0.41% | — | -6.56% | |
| 43 | ITW | Illinois Tool Works | 股票-工業 | 0.40% | — | -3.46% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.39% | — | +98.09% | |
| 45 | NFLX | Netflix INC | 股票-通訊服務 | 0.38% | — | -5.58% | |
| 46 | UNP | Union Pacific CORP | 股票-工業 | 0.38% | — | +4.22% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工業 | 0.38% | — | -1.63% | |
| 48 | HON | Honeywell International INC | 股票-工業 | 0.37% | — | -2.27% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工業 | 0.37% | — | -5.20% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.37% | — | +2.63% |