CIK: 0001541897
申報總市值
US$6.2億
僅顯示前 200 大持股（共 651 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 | 20.25% | — | +3.46% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.42% | — | -0.46% | |
| 3 | WST | West Pharmaceutical Services | 股票-醫療保健 | 4.34% | — | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.25% | — | +283.47% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.63% | — | -0.60% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.57% | — | +0.15% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.15% | — | -2.99% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.14% | — | +9.23% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.98% | — | -1.17% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.84% | — | -0.65% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.76% | — | -2.27% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.74% | — | +3.06% | |
| 13 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.34% | — | +0.05% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.31% | — | -2.25% | |
| 15 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.28% | — | +6.04% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.25% | — | -2.61% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.22% | — | -21.46% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.10% | — | -4.17% | |
| 19 | FDX | Fedex CORP | 股票-工業 | 1.04% | — | -5.19% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.01% | — | +10.12% | |
| 21 | AMGN | Amgen INC | 股票-醫療保健 | 0.97% | — | -2.10% | |
| 22 | PEP | Pepsico INC | 股票-非循環性消費 | 0.89% | — | -6.17% | |
| 23 | CCK | Crown Holdings INC | 股票-循環性消費 | 0.89% | — | -3.97% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.87% | — | -4.22% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.79% | — | +0.92% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.72% | — | -3.43% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | -1.02% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | — | +0.01% | |
| 29 | WTRG | Essential Utilities INC | 股票-公用事業 | 0.64% | — | +558.75% | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.63% | — | +1.44% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | — | -2.61% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.59% | — | -3.22% | |
| 33 | PFE | Pfizer INC | 股票-醫療保健 | 0.59% | — | +10.31% | |
| 34 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.50% | — | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.49% | — | +2.47% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | — | -10.25% | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.48% | — | +1.13% | |
| 38 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.45% | — | -5.81% | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.42% | — | -1.04% | |
| 40 | T | At&t INC | 股票-通訊服務 | 0.41% | — | +6.51% | |
| 41 | TGT | Target CORP | 股票-循環性消費 | 0.41% | — | -9.59% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.41% | — | -11.31% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.39% | — | +10.13% | |
| 44 | CI | THE Cigna Group | 股票-醫療保健 | 0.39% | — | -1.37% | |
| 45 | VFH | Vanguard Financials ETF | ETF-其他 | 0.39% | — | -0.62% | |
| 46 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.37% | — | — | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.37% | — | -2.40% | |
| 48 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.37% | — | — | |
| 49 | CAT | Caterpillar INC | 股票-工業 | 0.34% | — | — | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.33% | — | +0.34% |