CIK: 0001541897
申報總市值
US$6.2億
僅顯示前 200 大持股（共 823 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 | 17.65% | — | +1.46% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.25% | — | -4.17% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.43% | — | +0.05% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.29% | — | -0.89% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.61% | — | -2.39% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.51% | — | +0.91% | |
| 7 | WST | West Pharmaceutical Services | 股票-醫療保健 | 2.31% | — | -1.58% | |
| 8 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.24% | — | -14.50% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.88% | — | +1.35% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.74% | — | +1.68% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.67% | — | +0.60% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.58% | — | +2.23% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.53% | — | -10.93% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.53% | — | +3.38% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.53% | — | -2.41% | |
| 16 | GSEW | Goldman Sachs Eql Wght Large | ETF-避險與商品 | 1.27% | — | -2.96% | |
| 17 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.27% | — | -2.22% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.23% | — | -1.24% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | — | +0.76% | |
| 20 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.98% | — | -0.31% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.96% | — | +1853.94% | |
| 22 | PEP | Pepsico INC | 股票-非循環性消費 | 0.91% | — | -0.56% | |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.86% | — | +183.65% | |
| 24 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.85% | — | -4.64% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.84% | — | +4.93% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.79% | — | +2.80% | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.78% | — | +3.02% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.72% | — | -12.22% | |
| 29 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.69% | — | +7.67% | |
| 30 | CCK | Crown Holdings INC | 股票-循環性消費 | 0.66% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | +0.31% | |
| 32 | AMGN | Amgen INC | 股票-醫療保健 | 0.55% | — | -1.32% | |
| 33 | PFE | Pfizer INC | 股票-醫療保健 | 0.54% | — | +2.58% | |
| 34 | PFS | Provident Financial Services | 股票-其他 | 0.51% | — | +8.06% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | — | +0.01% | |
| 36 | FDX | Fedex CORP | 股票-工業 | 0.50% | — | +0.17% | |
| 37 | VFH | Vanguard Financials ETF | ETF-其他 | 0.49% | — | -0.19% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.49% | — | +2.23% | |
| 39 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.48% | — | +735.88% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.48% | — | +0.67% | |
| 41 | WTRG | Essential Utilities INC | 股票-公用事業 | 0.47% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | -2.25% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | — | +0.83% | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.41% | — | -3.89% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.40% | — | — | |
| 46 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.40% | — | +1.31% | |
| 47 | ABBV | Abbvie INC | 股票-醫療保健 | 0.39% | — | +0.02% | |
| 48 | FDBC | Fidelity D&d Bancorp INC | 股票-其他 | 0.37% | — | — | |
| 49 | TGT | Target CORP | 股票-循環性消費 | 0.37% | — | +5.03% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.36% | — | +13.64% |