CIK: 0001393389
申報總市值
US$6.9億
僅顯示前 200 大持股（共 498 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 | UPS | United Parcel Service-cl B | 股票-工業 | 42.98% | +0.20% | -2.04% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 16.10% | +0.11% | -1.53% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.82% | — | +2.75% | |
| 4 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.55% | — | -0.30% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 1.47% | +0.02% | -3.73% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.35% | +0.18% | -0.85% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.13% | +0.06% | -0.45% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | -0.01% | -4.90% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.00% | — | +1.31% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.98% | — | -2.12% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.85% | — | -0.46% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.77% | -0.03% | — | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.75% | -0.02% | — | |
| 14 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 0.68% | — | — | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.60% | -0.22% | +0.07% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.58% | — | -5.51% | |
| 17 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.57% | -0.07% | — | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.57% | — | +0.14% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.51% | — | +63.64% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | +0.14% | -0.66% | |
| 21 | VAW | Vanguard Materials ETF | ETF-其他 | 0.46% | — | — | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.45% | -0.10% | +11.02% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.41% | — | -0.56% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.39% | -0.14% | +14.99% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.37% | — | — | |
| 26 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.35% | — | — | |
| 27 | XLF | Ss Financial Select Sector | ETF-其他 | 0.33% | — | — | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.31% | — | +19.95% | |
| 29 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.31% | -0.07% | +17.39% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.31% | — | -2.78% | |
| 31 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.31% | +0.11% | +3.05% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.29% | — | — | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.29% | — | -11.09% | |
| 34 | QCOM | Qualcomm INC | 股票-科技 | 0.26% | -0.09% | -4.01% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.25% | -0.05% | -1.96% | |
| 36 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.25% | — | +0.97% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.25% | — | — | |
| 38 | BA | Boeing Co/the | 股票-工業 | 0.24% | — | +1.22% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.24% | — | -0.25% | |
| 40 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.24% | — | -7.09% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.23% | — | +36.93% | |
| 42 | EWA | Ishares Msci Australia ETF | ETF-其他 | 0.23% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.23% | — | +0.85% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.22% | -0.05% | +69.12% | |
| 45 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.21% | — | — | |
| 46 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.21% | — | +6.08% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.20% | — | -3.68% | |
| 48 | MSFT | Microsoft CORP | 股票-科技 | 0.19% | -0.51% | +4.95% | |
| 49 | MMM | 3m Co | 股票-工業 | 0.19% | — | +1.85% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.18% | — | -2.60% |