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 | AAPL | Apple INC | 股票-科技 | 4.56% | — | -0.66% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.73% | — | -0.87% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 3.36% | — | +5.00% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.07% | — | -2.02% | |
| 5 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.74% | — | +4.86% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.30% | — | +6.51% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.08% | — | +1.87% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.02% | — | -2.34% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 1.89% | — | +3.42% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.82% | — | +0.73% | |
| 11 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.73% | — | +0.40% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 1.67% | — | +1.04% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.57% | — | +4.53% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.53% | — | +0.28% | |
| 15 | PFE | Pfizer INC | 股票-醫療保健 | 1.48% | — | +1.36% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.46% | — | — | |
| 17 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.38% | — | — | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.36% | — | — | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.35% | — | +0.56% | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 1.25% | — | -0.28% | |
| 21 | PYPL | Paypal Holdings INC | 股票-金融 | 1.24% | — | +7.02% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.21% | — | +3.52% | |
| 23 | INTC | Intel CORP | 股票-科技 | 1.16% | — | +1.48% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.13% | — | -1.96% | |
| 25 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.13% | — | -4.21% | |
| 26 | CAT | Caterpillar INC | 股票-工業 | 1.11% | — | +1.92% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.10% | — | +0.11% | |
| 28 | AMGN | Amgen INC | 股票-醫療保健 | 1.09% | — | +3.17% | |
| 29 | QCOM | Qualcomm INC | 股票-科技 | 1.07% | — | — | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.06% | — | +0.14% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | — | — | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.94% | — | -1.31% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.94% | — | +4.61% | |
| 34 | C | Citigroup INC | 股票-金融 | 0.93% | — | +4.35% | |
| 35 | TER | Teradyne INC | 股票-科技 | 0.91% | — | — | |
| 36 | BIDU | Baidu INC - Spon Adr | 股票-通訊服務 | 0.85% | — | +3.85% | |
| 37 | F | Ford Motor Co | 股票-循環性消費 | 0.81% | — | — | |
| 38 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.80% | — | +2.19% | |
| 39 | EMR | Emerson Electric Co | 股票-工業 | 0.79% | — | -0.49% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.76% | — | -0.54% | |
| 41 | DEO | Diageo plc | 股票-非循環性消費 | 0.76% | — | — | |
| 42 | BA | Boeing Co/the | 股票-工業 | 0.76% | — | +1.45% | |
| 43 | FDX | Fedex CORP | 股票-工業 | 0.75% | — | +3.60% | |
| 44 | BBWI | Bath & Body Works INC | 股票-循環性消費 | 0.73% | — | -5.44% | |
| 45 | BLKCHF | Blackrock INC | 股票-其他 | 0.72% | — | -0.21% | |
| 46 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.69% | — | +3.19% | |
| 47 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.68% | — | +0.29% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.64% | — | +0.23% | |
| 49 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.63% | — | -2.68% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.63% | — | +0.03% |