CIK: 0001541897
申報總市值
US$6.2億
僅顯示前 200 大持股（共 617 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 13.47% | — | +5.97% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 5.83% | — | +8.02% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.89% | — | +9.24% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.78% | — | -4.45% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.77% | — | +0.08% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.55% | — | +36.75% | |
| 7 | WST | West Pharmaceutical Services | 股票-醫療保健 | 2.44% | — | -31.86% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.32% | — | +1.94% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.18% | — | +55.56% | |
| 10 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.97% | — | +0.60% | |
| 11 | MLAB | Mesa Laboratories INC | 股票-其他 | 1.95% | — | +2.74% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.92% | — | +148.56% | |
| 13 | PEP | Pepsico INC | 股票-非循環性消費 | 1.47% | — | +0.06% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.47% | — | +5.55% | |
| 15 | IDV | Ishares International Select | ETF-其他 | 1.44% | — | -32.29% | |
| 16 | MO | Altria Group INC | 股票-非循環性消費 | 1.43% | — | +4.32% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.35% | — | -2.99% | |
| 18 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.25% | — | +0.91% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.19% | — | +2.51% | |
| 20 | AMGN | Amgen INC | 股票-醫療保健 | 1.14% | — | +3.27% | |
| 21 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.11% | — | -0.87% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.02% | — | -3.03% | |
| 23 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.98% | — | +67.15% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.96% | — | -8.50% | |
| 25 | VFH | Vanguard Financials ETF | ETF-其他 | 0.89% | — | +87.77% | |
| 26 | ✓ | Airgas INC | 股票-其他 | 0.86% | — | +0.37% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.83% | — | +2.16% | |
| 28 | PNC | Pnc Financial Services Group | 股票-金融 | 0.82% | — | +0.32% | |
| 29 | PM | Philip Morris International | 股票-非循環性消費 | 0.73% | — | -1.16% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.73% | — | -0.35% | |
| 31 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.66% | — | -9.72% | |
| 32 | REYN | Reynolds Consumer Products Inc. | 股票-其他 | 0.64% | — | +0.00% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.61% | — | -2.79% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.61% | — | -3.14% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | — | -0.83% | |
| 36 | T | At&t INC | 股票-通訊服務 | 0.57% | — | +44.25% | |
| 37 | CI | The Cigna Group | 股票-醫療保健 | 0.55% | — | -2.55% | |
| 38 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.54% | — | +11.51% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.51% | — | +34.56% | |
| 40 | AXP | American Express Company | 股票-金融 | 0.50% | — | -1.43% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.44% | — | +10.06% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.44% | — | +7.11% | |
| 43 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.43% | — | -24.95% | |
| 44 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.42% | — | +4.85% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | — | — | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | — | +30.59% | |
| 47 | UTXZ | United Tech CORP | 股票-其他 | 0.40% | — | -4.98% | |
| 48 | CELG | Celgene CORP | 股票-其他 | 0.38% | — | +9.62% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.37% | — | +2.55% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.37% | — | -12.39% |