CIK: 0001541897
申報總市值
US$6.2億
僅顯示前 200 大持股（共 577 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 | 18.81% | — | +1.68% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.22% | — | -5.69% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.93% | — | -8.74% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 4.54% | — | -3.51% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.44% | — | +4.88% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.03% | — | +1.76% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.45% | — | -2.54% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.41% | — | +1.29% | |
| 9 | WST | West Pharmaceutical Services | 股票-醫療保健 | 2.25% | — | — | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.21% | — | -0.90% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.07% | — | — | |
| 12 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.51% | — | +0.89% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.47% | — | -2.87% | |
| 14 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.30% | — | +5.14% | |
| 15 | PEP | Pepsico INC | 股票-非循環性消費 | 1.11% | — | -2.25% | |
| 16 | AMGN | Amgen INC | 股票-醫療保健 | 0.99% | — | -2.88% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.88% | — | +12.12% | |
| 18 | VFH | Vanguard Financials ETF | ETF-其他 | 0.83% | — | -8.16% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | — | +16.84% | |
| 20 | PFE | Pfizer INC | 股票-醫療保健 | 0.78% | — | +1.24% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.76% | — | -2.67% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.76% | — | +9.65% | |
| 23 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.75% | — | +35.39% | |
| 24 | UTXZ | United Tech CORP | 股票-其他 | 0.74% | — | +6.99% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | — | +9.91% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.72% | — | +1.31% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.69% | — | +0.66% | |
| 28 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.69% | — | +1.14% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | — | -2.42% | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.67% | — | +15.39% | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.66% | — | +17.32% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.66% | — | -0.93% | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.65% | — | -24.13% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.65% | — | -12.10% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | +4.29% | |
| 36 | FDX | Fedex CORP | 股票-工業 | 0.59% | — | +36.05% | |
| 37 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.55% | — | +15.43% | |
| 38 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.54% | — | +7.05% | |
| 39 | MO | Altria Group INC | 股票-非循環性消費 | 0.53% | — | +8.36% | |
| 40 | CI | THE Cigna Group | 股票-醫療保健 | 0.53% | — | -1.73% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.49% | — | +19.25% | |
| 42 | BA | Boeing Co/the | 股票-工業 | 0.49% | — | +2.54% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.46% | — | +0.64% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.42% | — | +0.08% | |
| 45 | CAT | Caterpillar INC | 股票-工業 | 0.41% | — | -4.53% | |
| 46 | AFL | Aflac INC | 股票-金融 | 0.40% | — | -5.63% | |
| 47 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.37% | — | — | |
| 48 | CELG | Celgene CORP | 股票-其他 | 0.35% | — | -1.64% | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.34% | — | +9.22% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.34% | — | +7.39% |