CIK: 0001541897
申報總市值
US$6.2億
僅顯示前 200 大持股（共 571 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 | 18.42% | — | +3.98% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.76% | — | +0.76% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.51% | — | +5.26% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 4.77% | — | +1.78% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.25% | — | +0.51% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.94% | — | +9.55% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.53% | — | +1.63% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.31% | — | +0.17% | |
| 9 | WST | West Pharmaceutical Services | 股票-醫療保健 | 2.25% | — | -5.72% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.22% | — | -1.42% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.97% | — | +10.83% | |
| 12 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.55% | — | +0.18% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.47% | — | +9.82% | |
| 14 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.27% | — | +7577.17% | |
| 15 | AMGN | Amgen INC | 股票-醫療保健 | 1.17% | — | -1.08% | |
| 16 | PEP | Pepsico INC | 股票-非循環性消費 | 1.15% | — | +2.19% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.96% | — | -2.71% | |
| 18 | VFH | Vanguard Financials ETF | ETF-其他 | 0.93% | — | +2.18% | |
| 19 | PFE | Pfizer INC | 股票-醫療保健 | 0.89% | — | +5.03% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.79% | — | +2.86% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.77% | — | +6.24% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.75% | — | -2.44% | |
| 23 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.75% | — | +4.72% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | — | -1.27% | |
| 25 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.73% | — | +12.37% | |
| 26 | CI | THE Cigna Group | 股票-醫療保健 | 0.71% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | — | +7.05% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.69% | — | -0.16% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.69% | — | +18.82% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | — | +1.46% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | -2.03% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.67% | — | +0.04% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.65% | — | -12.76% | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.65% | — | +2.95% | |
| 35 | UTXZ | United Tech CORP | 股票-其他 | 0.65% | — | -0.65% | |
| 36 | T | At&t INC | 股票-通訊服務 | 0.58% | — | -8.91% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.48% | — | +13.32% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.48% | — | -0.97% | |
| 39 | MO | Altria Group INC | 股票-非循環性消費 | 0.48% | — | -20.64% | |
| 40 | BA | Boeing Co/the | 股票-工業 | 0.46% | — | — | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.45% | — | -0.89% | |
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.45% | — | +29.86% | |
| 43 | CAT | Caterpillar INC | 股票-工業 | 0.45% | — | +0.03% | |
| 44 | AFL | Aflac INC | 股票-金融 | 0.44% | — | — | |
| 45 | FDX | Fedex CORP | 股票-工業 | 0.44% | — | +6.64% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.37% | — | — | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.35% | — | +10.89% | |
| 48 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.35% | — | — | |
| 49 | PNC | Pnc Financial Services Group | 股票-金融 | 0.33% | — | — | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.32% | — | +0.09% |