CIK: 0001632105
申報總市值
US$6.8億
僅顯示前 200 大持股（共 261 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 | AAPL | Apple INC | 股票-科技 | 6.04% | -0.27% | -2.20% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.51% | -0.21% | +8.93% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.98% | +0.17% | +2.38% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.79% | -0.07% | -1.91% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 3.09% | — | +6.45% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.04% | +0.24% | +18.36% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.90% | -0.03% | +4.32% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.61% | -0.11% | -0.05% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.59% | -0.18% | -13.47% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.58% | — | +15.79% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.50% | +0.09% | -0.47% | |
| 12 | HD | Home Depot INC | 股票-循環性消費 | 1.44% | -0.10% | — | |
| 13 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 1.30% | -0.12% | -1.67% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.26% | -0.10% | -7.20% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.24% | -0.10% | +2.27% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.18% | -0.16% | -0.06% | |
| 17 | SO | Southern Co/the | 股票-公用事業 | 1.12% | +0.09% | -4.54% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.09% | — | -0.85% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.08% | — | +7.30% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 1.05% | -0.06% | -9.16% | |
| 21 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.02% | — | -0.02% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | +0.15% | -0.74% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.94% | -0.03% | -0.76% | |
| 24 | ADBE | Adobe INC | 股票-科技 | 0.92% | — | -4.17% | |
| 25 | CAT | Caterpillar INC | 股票-工業 | 0.91% | -0.02% | -1.58% | |
| 26 | WMT | Walmart INC | 股票-非循環性消費 | 0.84% | -0.05% | +200.62% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.84% | +0.11% | +2.22% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.83% | — | +2.35% | |
| 29 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.72% | — | -0.91% | |
| 30 | ABBV | Abbvie INC | 股票-醫療保健 | 0.70% | — | -2.67% | |
| 31 | AMAT | Applied Materials INC | 股票-科技 | 0.69% | — | -0.92% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | — | -0.22% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.66% | — | -0.64% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.64% | -0.06% | -0.40% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.62% | -0.05% | -11.01% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.60% | — | -2.00% | |
| 37 | TSLA | Tesla INC | 股票-循環性消費 | 0.56% | -0.05% | -4.87% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.55% | — | +24.99% | |
| 39 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.54% | -0.06% | +54.00% | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.53% | -0.04% | -1.54% | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.53% | — | -1.88% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.53% | — | — | |
| 43 | YUM | Yum! Brands INC | 股票-循環性消費 | 0.53% | — | +1.35% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.52% | — | +12.66% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.52% | +0.12% | +26.46% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.48% | — | -1.09% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | -0.05% | +1.05% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.48% | — | -2.17% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.48% | -0.08% | +23.40% | |
| 50 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.47% | — | — |