CIK: 0001663138
申報總市值
US$1.6億
| # | 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 9.84% | -0.03% | -5.05% | |
| 2 | TRGP | Targa Resources CORP | 股票-能源 | 8.79% | -2.13% | — | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 5.03% | -0.04% | -1.65% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.42% | -0.99% | -0.64% | |
| 5 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 2.21% | +0.07% | -0.72% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.18% | +0.13% | +0.27% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.16% | -0.01% | +0.35% | |
| 8 | T | At&t INC | 股票-通訊服務 | 1.94% | -0.07% | -0.92% | |
| 9 | FCX | Freeport-mcmoran INC | 股票-原物料 | 1.88% | -0.36% | +29.95% | |
| 10 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.80% | -0.05% | -0.07% | |
| 11 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.79% | -0.21% | +0.84% | |
| 12 | INTC | Intel CORP | 股票-科技 | 1.72% | — | +2.31% | |
| 13 | MMM | 3m Co | 股票-工業 | 1.71% | +0.04% | +0.66% | |
| 14 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.70% | — | -0.58% | |
| 15 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.65% | +0.07% | +2.30% | |
| 16 | ADP | Automatic Data Processing | 股票-科技 | 1.59% | -0.03% | +2.57% | |
| 17 | PEP | Pepsico INC | 股票-非循環性消費 | 1.48% | — | +0.64% | |
| 18 | CSCO | Cisco Systems INC | 股票-科技 | 1.44% | +0.02% | +0.03% | |
| 19 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 1.44% | -0.02% | — | |
| 20 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.40% | +0.07% | +2.67% | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.32% | — | +0.43% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.29% | +0.29% | +1.28% | |
| 23 | PFE | Pfizer INC | 股票-醫療保健 | 1.27% | — | -0.43% | |
| 24 | NSC | Norfolk Southern CORP | 股票-工業 | 1.25% | -0.10% | +0.29% | |
| 25 | FDX | Fedex CORP | 股票-工業 | 1.24% | -0.26% | -2.13% | |
| 26 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 1.22% | — | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.20% | -0.04% | +0.45% | |
| 28 | UTXZ | United Tech CORP | 股票-其他 | 1.19% | -0.17% | -0.85% | |
| 29 | ENB | Enbridge INC | 股票-能源 | 1.18% | — | — | |
| 30 | POOL | Pool CORP | 股票-工業 | 1.18% | +0.02% | +0.26% | |
| 31 | AMGN | Amgen INC | 股票-醫療保健 | 1.17% | — | +5.56% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 1.17% | -0.11% | +0.91% | |
| 33 | MCK | Mckesson CORP | 股票-醫療保健 | 1.15% | -0.10% | — | |
| 34 | AXP | American Express Co | 股票-金融 | 1.12% | +0.02% | +2.39% | |
| 35 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 1.11% | -0.04% | — | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.09% | -0.04% | +0.01% | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.08% | — | -2.19% | |
| 38 | WELL | Welltower INC | 股票-房地產 | 1.05% | — | +0.37% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.04% | — | — | |
| 40 | APD | Air Products & Chemicals INC | 股票-原物料 | 1.03% | — | — | |
| 41 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.01% | — | +0.39% | |
| 42 | SLB | Slb LTD | 股票-能源 | 0.99% | -0.24% | -0.28% | |
| 43 | GWW | Ww Grainger INC | 股票-工業 | 0.98% | -0.13% | -1.89% | |
| 44 | GM | General Motors Co | 股票-循環性消費 | 0.93% | — | +1.29% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.92% | +2.15% | — | |
| 46 | ✓ | 股票-其他 | 0.76% | — | -2.11% | ||
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | — | — | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.72% | -0.11% | — | |
| 49 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.66% | — | — | |
| 50 | KMI | Kinder Morgan INC | 股票-能源 | 0.66% | — | -14.91% |