CIK: 0001698146
申報總市值
US$2.8億
| # | 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 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 3.21% | — | +0.26% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.16% | — | -6.55% | |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.93% | — | +4.55% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | — | -13.64% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | — | -1.52% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.06% | — | +2.52% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.01% | — | -3.75% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.93% | — | — | |
| 9 | INTC | Intel CORP | 股票-科技 | 1.83% | — | -1.36% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.72% | — | +2.10% | |
| 11 | BA | Boeing Co/the | 股票-工業 | 1.65% | — | -0.96% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.63% | — | +1.74% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 1.62% | — | -0.76% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.60% | — | -2.41% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.57% | — | +0.69% | |
| 16 | AMGN | Amgen INC | 股票-醫療保健 | 1.55% | — | -1.44% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.55% | — | — | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.47% | — | — | |
| 19 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.40% | — | +5.60% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.39% | — | -0.35% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.36% | — | +23.16% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.34% | — | +78.07% | |
| 23 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.26% | — | -1.80% | |
| 24 | C | Citigroup INC | 股票-金融 | 1.23% | — | -1.20% | |
| 25 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.23% | — | -0.60% | |
| 26 | CAT | Caterpillar INC | 股票-工業 | 1.21% | — | -1.13% | |
| 27 | PYPL | Paypal Holdings INC | 股票-金融 | 1.21% | — | -3.54% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.15% | — | -0.79% | |
| 29 | T | At&t INC | 股票-通訊服務 | 1.11% | — | +3.94% | |
| 30 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.08% | — | -11.10% | |
| 31 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.03% | — | +3.84% | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.02% | — | — | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 1.00% | — | -7.37% | |
| 34 | EMR | Emerson Electric Co | 股票-工業 | 0.99% | — | -1.33% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.99% | — | +0.34% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.97% | — | -2.79% | |
| 37 | PFE | Pfizer INC | 股票-醫療保健 | 0.97% | — | -1.45% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.95% | — | +113.04% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.93% | — | -2.17% | |
| 40 | BIDU | Baidu INC - Spon Adr | 股票-通訊服務 | 0.86% | — | -13.13% | |
| 41 | DOC | Healthpeak Properties INC | 股票-房地產 | 0.84% | — | — | |
| 42 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.84% | — | +20.89% | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.81% | — | -2.06% | |
| 44 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.80% | — | -1.42% | |
| 45 | DEO | Diageo plc | 股票-非循環性消費 | 0.79% | — | -1.72% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.79% | — | -1.25% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.78% | — | -2.18% | |
| 48 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.78% | — | -4.69% | |
| 49 | O | Realty Income CORP | 股票-房地產 | 0.77% | — | -2.27% | |
| 50 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.76% | — | — |