CIK: 0001541897
申報總市值
US$6.2億
僅顯示前 200 大持股（共 597 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 | 20.10% | — | +0.54% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.79% | — | +0.09% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 4.78% | — | +1.56% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.93% | — | -11.60% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.59% | — | +4.61% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.27% | — | +1.78% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.68% | — | +1.06% | |
| 8 | WST | West Pharmaceutical Services | 股票-醫療保健 | 2.66% | — | +97.44% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.27% | — | -8.66% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.91% | — | +3.09% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.57% | — | -2.13% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.56% | — | -1.20% | |
| 13 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.41% | — | +1.63% | |
| 14 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.17% | — | +12.26% | |
| 15 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.17% | — | -5.30% | |
| 16 | PEP | Pepsico INC | 股票-非循環性消費 | 1.10% | — | +1.47% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | — | +5.27% | |
| 18 | AMGN | Amgen INC | 股票-醫療保健 | 0.92% | — | +0.64% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | — | -0.24% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.88% | — | +23.81% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | — | +1.78% | |
| 22 | T | At&t INC | 股票-通訊服務 | 0.78% | — | +1.95% | |
| 23 | VFH | Vanguard Financials ETF | ETF-其他 | 0.77% | — | -8.29% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.77% | — | +0.29% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.74% | — | -0.77% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | -0.32% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.70% | — | +56.13% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.68% | — | -0.14% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.66% | — | -1.43% | |
| 30 | FDX | Fedex CORP | 股票-工業 | 0.64% | — | +20.10% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.63% | — | +2.26% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.61% | — | +7.64% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.61% | — | +2.79% | |
| 34 | PFE | Pfizer INC | 股票-醫療保健 | 0.60% | — | +9.23% | |
| 35 | UTXZ | United Tech CORP | 股票-其他 | 0.58% | — | -5.70% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.55% | — | +0.24% | |
| 37 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.53% | — | -10.16% | |
| 38 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.52% | — | -3.02% | |
| 39 | BA | Boeing Co/the | 股票-工業 | 0.49% | — | — | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.48% | — | -22.51% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.46% | — | +4.57% | |
| 42 | CI | THE Cigna Group | 股票-醫療保健 | 0.45% | — | — | |
| 43 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.41% | — | — | |
| 44 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | — | -40.17% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.40% | — | -8.32% | |
| 46 | AFL | Aflac INC | 股票-金融 | 0.38% | — | +18.47% | |
| 47 | TGT | Target CORP | 股票-循環性消費 | 0.38% | — | -5.33% | |
| 48 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.37% | — | +51.52% | |
| 49 | MO | Altria Group INC | 股票-非循環性消費 | 0.35% | — | -1.29% | |
| 50 | CAT | Caterpillar INC | 股票-工業 | 0.35% | — | -0.70% |