CIK: 0001541897
申報總市值
US$6.2億
僅顯示前 200 大持股（共 665 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 | 19.94% | — | -1.75% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.28% | — | -4.00% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.26% | — | -1.97% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.53% | — | -3.42% | |
| 5 | WST | West Pharmaceutical Services | 股票-醫療保健 | 3.43% | — | -14.10% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.40% | — | -8.23% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.16% | — | +2.56% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.04% | — | -0.15% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.01% | — | -6.12% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.00% | — | -2.02% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.99% | — | +0.17% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.61% | — | -2.23% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.39% | — | +14.62% | |
| 14 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.33% | — | -0.41% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.25% | — | +6.67% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.22% | — | +1.07% | |
| 17 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.20% | — | +2.19% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.16% | — | -0.64% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.15% | — | +16.54% | |
| 20 | GSEW | Goldman Sachs Eql Wght Large | ETF-避險與商品 | 1.10% | — | +221.49% | |
| 21 | CCK | Crown Holdings INC | 股票-循環性消費 | 1.05% | — | +1.49% | |
| 22 | FDX | Fedex CORP | 股票-工業 | 0.90% | — | -5.93% | |
| 23 | PEP | Pepsico INC | 股票-非循環性消費 | 0.90% | — | +5.61% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.84% | — | +2.62% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.82% | — | -0.13% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.80% | — | +1.53% | |
| 27 | AMGN | Amgen INC | 股票-醫療保健 | 0.78% | — | -0.57% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | — | +5.11% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | -0.03% | |
| 30 | WTRG | Essential Utilities INC | 股票-公用事業 | 0.67% | — | — | |
| 31 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.64% | — | +6.00% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | — | +0.49% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.60% | — | -1.66% | |
| 34 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.57% | — | — | |
| 35 | PFE | Pfizer INC | 股票-醫療保健 | 0.53% | — | +0.32% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.49% | — | +0.07% | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.48% | — | +0.19% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | — | -10.46% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.45% | — | +0.01% | |
| 40 | VFH | Vanguard Financials ETF | ETF-其他 | 0.43% | — | +0.50% | |
| 41 | CI | THE Cigna Group | 股票-醫療保健 | 0.43% | — | — | |
| 42 | TGT | Target CORP | 股票-循環性消費 | 0.42% | — | +2.15% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.39% | — | +4.11% | |
| 44 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.39% | — | -2.70% | |
| 45 | PFS | Provident Financial Services | 股票-其他 | 0.38% | — | +0.01% | |
| 46 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.37% | — | -0.38% | |
| 47 | CAT | Caterpillar INC | 股票-工業 | 0.37% | — | — | |
| 48 | HD | Home Depot INC | 股票-循環性消費 | 0.36% | — | -0.11% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.35% | — | +6.13% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.34% | — | +1.37% |