CIK: 0001541897
申報總市值
US$6.2億
僅顯示前 200 大持股（共 535 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 | 15.11% | — | -2.51% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.20% | — | +0.02% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 5.19% | — | -5.65% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.65% | — | +9.33% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.16% | — | +5.02% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 3.02% | — | -0.56% | |
| 7 | WST | West Pharmaceutical Services | 股票-醫療保健 | 3.02% | — | — | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.65% | — | -2.56% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.32% | — | -0.27% | |
| 10 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.95% | — | -1.99% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.81% | — | -5.93% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.73% | — | +16.84% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.72% | — | -0.06% | |
| 14 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.50% | — | -0.13% | |
| 15 | VFH | Vanguard Financials ETF | ETF-其他 | 1.48% | — | -2.03% | |
| 16 | MO | Altria Group INC | 股票-非循環性消費 | 1.36% | — | -1.94% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.35% | — | -4.03% | |
| 18 | PEP | Pepsico INC | 股票-非循環性消費 | 1.33% | — | -1.89% | |
| 19 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.17% | — | -2.58% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.09% | — | -4.87% | |
| 21 | MLAB | Mesa Laboratories INC | 股票-其他 | 1.08% | — | -23.02% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.93% | — | -2.02% | |
| 23 | IDV | Ishares International Select | ETF-其他 | 0.93% | — | -8.57% | |
| 24 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.92% | — | -0.92% | |
| 25 | PNC | Pnc Financial Services Group | 股票-金融 | 0.86% | — | -0.33% | |
| 26 | AMGN | Amgen INC | 股票-醫療保健 | 0.83% | — | -6.15% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.80% | — | +0.50% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.73% | — | +0.02% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.68% | — | -2.75% | |
| 30 | REYN | Reynolds Consumer Products Inc. | 股票-其他 | 0.68% | — | +0.00% | |
| 31 | PM | Philip Morris International | 股票-非循環性消費 | 0.66% | — | -5.96% | |
| 32 | T | At&t INC | 股票-通訊服務 | 0.64% | — | -11.83% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.57% | — | +7.39% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | — | +6.54% | |
| 35 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.56% | — | +2.33% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.55% | — | -1.50% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.53% | — | +3.12% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.50% | — | -0.33% | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.49% | — | -7.50% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.47% | — | -4.16% | |
| 41 | UTXZ | United Tech CORP | 股票-其他 | 0.46% | — | +1.59% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | -9.71% | |
| 43 | CI | The Cigna Group | 股票-醫療保健 | 0.43% | — | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.42% | — | -10.22% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.41% | — | -1.77% | |
| 46 | CAT | Caterpillar INC | 股票-工業 | 0.39% | — | -1.86% | |
| 47 | NYCBEUR | New York Community Bancorp | 股票-其他 | 0.38% | — | +0.07% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | — | -4.60% | |
| 49 | AXP | American Express Company | 股票-金融 | 0.37% | — | +1.76% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.36% | — | -10.18% |