CIK: 0001730810
申報總市值
US$7.2億
僅顯示前 200 大持股（共 951 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 36.40% | -0.15% | +2.32% | |
| 2 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 11.72% | — | +2.96% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.99% | -0.29% | +2.42% | |
| 4 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 5.32% | — | +4.65% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.85% | +0.13% | +20.38% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.86% | -0.20% | +13.58% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.58% | — | +11.91% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.27% | — | -0.86% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.11% | +0.10% | |
| 10 | BBTUSD | Bb&t CORP | 股票-其他 | 1.15% | — | — | |
| 11 | USB | US Bancorp | 股票-金融 | 1.00% | — | -1.42% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.94% | — | +15.59% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.87% | — | -0.54% | |
| 14 | PNC | Pnc Financial Services Group | 股票-金融 | 0.87% | — | +0.12% | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.77% | -0.24% | +1.74% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.68% | — | +20.94% | |
| 17 | ENB | Enbridge INC | 股票-能源 | 0.62% | — | +0.77% | |
| 18 | FITB | Fifth Third Bancorp | 股票-金融 | 0.59% | — | +11.31% | |
| 19 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 0.53% | — | +102.27% | |
| 20 | D | Dominion Energy INC | 股票-公用事業 | 0.50% | — | +89.63% | |
| 21 | SNY | Sanofi-adr | 股票-醫療保健 | 0.43% | — | +1.17% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | +0.17% | -2.80% | |
| 23 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.42% | — | -3.45% | |
| 24 | WPC | Wp Carey INC | 股票-房地產 | 0.36% | — | -3.37% | |
| 25 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.35% | — | -0.58% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | — | +2.40% | |
| 27 | RGLD | Royal Gold INC | 股票-原物料 | 0.35% | — | -6.94% | |
| 28 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.35% | — | -0.43% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.34% | -0.53% | +6.65% | |
| 30 | CSX | Csx CORP | 股票-工業 | 0.31% | — | +0.16% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.31% | — | — | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.29% | — | +208.58% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.27% | +0.08% | +3.15% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.26% | +0.11% | +1.48% | |
| 35 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.25% | — | -3.51% | |
| 36 | L | Loews CORP | 股票-金融 | 0.24% | — | +0.32% | |
| 37 | SNA | Snap-on INC | 股票-工業 | 0.23% | — | +0.05% | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.23% | — | +3.73% | |
| 39 | WRB | Wr Berkley CORP | 股票-金融 | 0.23% | — | +1.51% | |
| 40 | BP | Bp Plc-spons Adr | 股票-能源 | 0.22% | — | +4.66% | |
| 41 | SLB | Slb LTD | 股票-能源 | 0.22% | — | -5.56% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.22% | — | -5.49% | |
| 43 | CTAS | Cintas CORP | 股票-工業 | 0.22% | — | +0.17% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.21% | -0.11% | +2.35% | |
| 45 | CNDT | Conduent INC | 股票-其他 | 0.21% | — | -2.75% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事業 | 0.20% | — | +3.22% | |
| 47 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.20% | — | -1.98% | |
| 48 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.19% | — | +33.94% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.19% | — | — | |
| 50 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.19% | -0.15% | +57.31% |