CIK: 0001689646
申報總市值
US$17.9億
僅顯示前 200 大持股（共 749 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 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 13.07% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.10% | -0.12% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.95% | -0.12% | — | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.43% | — | — | |
| 5 | NKE | Nike INC -cl B | 股票-循環性消費 | 4.33% | — | — | |
| 6 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 4.11% | — | — | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.88% | — | — | |
| 8 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.85% | +0.05% | — | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.78% | — | — | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.76% | — | — | |
| 11 | ✓ | Powershares | 股票-其他 | 2.69% | — | — | |
| 12 | FENY | Fidelity Msci Energy Index | ETF-大型股與成長 | 2.63% | +0.05% | — | |
| 13 | INTC | Intel CORP | 股票-科技 | 2.21% | — | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.02% | -0.11% | — | |
| 15 | WMT | Walmart INC | 股票-非循環性消費 | 1.51% | +0.04% | — | |
| 16 | AFL | Aflac INC | 股票-金融 | 1.50% | — | — | |
| 17 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.21% | — | — | |
| 18 | ✓ | Pimco ETF Tr | ETF-其他 | 1.19% | — | — | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.15% | -0.11% | — | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.07% | — | — | |
| 21 | HAL | Halliburton Co | 股票-能源 | 1.02% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.86% | — | — | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | — | — | |
| 24 | TPR | Tapestry, Inc. | 股票-循環性消費 | 0.73% | — | — | |
| 25 | BA | Boeing Co/the | 股票-工業 | 0.70% | — | — | |
| 26 | PFE | Pfizer INC | 股票-醫療保健 | 0.69% | — | — | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.67% | — | — | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | -0.28% | — | |
| 29 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.64% | +0.08% | — | |
| 30 | CBU | Community Financial System I | 股票-其他 | 0.60% | — | — | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.53% | — | — | |
| 32 | PPL | Ppl CORP | 股票-公用事業 | 0.52% | — | — | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.51% | — | — | |
| 34 | AXP | American Express Co | 股票-金融 | 0.47% | — | — | |
| 35 | TIFEUR | Tiffany & Co | 股票-其他 | 0.47% | — | — | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.16% | — | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.40% | — | — | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.35% | — | — | |
| 39 | BKK | Blackrock Muni 2020 Term Tr | 股票-其他 | 0.35% | — | — | |
| 40 | T | At&t INC | 股票-通訊服務 | 0.33% | — | — | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.31% | -0.09% | — | |
| 42 | INTU | Intuit INC | 股票-科技 | 0.30% | — | — | |
| 43 | UGI | Ugi CORP | 股票-公用事業 | 0.29% | — | — | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.29% | -0.09% | — | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.29% | — | — | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.29% | — | — | |
| 47 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.26% | -0.08% | — | |
| 48 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.25% | — | — | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.23% | — | — | |
| 50 | BTT | Blackrock 2030 Muni Trgt Trm | 股票-其他 | 0.23% | — | — |