CIK: 0001729428
申報總市值
US$4.0億
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 7.06% | — | +0.83% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.27% | — | +1.28% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.55% | — | +0.18% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.42% | — | +0.82% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.29% | — | +0.81% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.17% | — | -3.20% | |
| 7 | PIE | Invesco Dorsey Wright Emergi | ETF-其他 | 1.94% | — | -0.37% | |
| 8 | WM | Waste Management INC | 股票-工業 | 1.62% | — | +0.38% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | -0.90% | -1.98% | |
| 10 | INTC | Intel CORP | 股票-科技 | 1.60% | — | -1.16% | |
| 11 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.59% | — | -2.13% | |
| 12 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.57% | — | +1.52% | |
| 13 | FISV | Fiserv INC | 股票-其他 | 1.56% | — | -3.13% | |
| 14 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.55% | — | +0.41% | |
| 15 | SO | Southern Co/the | 股票-公用事業 | 1.53% | — | -0.36% | |
| 16 | SNPS | Synopsys INC | 股票-科技 | 1.50% | — | -2.62% | |
| 17 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.48% | — | -2.60% | |
| 18 | PAYX | Paychex INC | 股票-科技 | 1.48% | — | +0.50% | |
| 19 | PIZ | Invesco Dorsey Wright Develo | ETF-其他 | 1.44% | — | +0.78% | |
| 20 | ETN | Eaton Corporation plc | 股票-工業 | 1.42% | — | -0.58% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.40% | — | -4.11% | |
| 22 | CAT | Caterpillar INC | 股票-工業 | 1.38% | +0.40% | +0.46% | |
| 23 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.37% | — | -5.81% | |
| 24 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.36% | — | +0.85% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.34% | — | -0.80% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.33% | — | +2.46% | |
| 27 | ED | Consolidated Edison INC | 股票-公用事業 | 1.32% | — | +1.28% | |
| 28 | WU | Western Union Co | 股票-金融 | 1.32% | — | -2.63% | |
| 29 | DAR | Darling Ingredients INC | 股票-非循環性消費 | 1.30% | — | +1.03% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 1.30% | — | +3.50% | |
| 31 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.30% | — | +0.26% | |
| 32 | T | At&t INC | 股票-通訊服務 | 1.29% | — | +0.94% | |
| 33 | ECL | Ecolab INC | 股票-原物料 | 1.27% | — | +0.84% | |
| 34 | AMT | American Tower CORP | 股票-房地產 | 1.25% | — | -5.61% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工業 | 1.24% | — | +1.48% | |
| 36 | BA | Boeing Co/the | 股票-工業 | 1.23% | — | +1.88% | |
| 37 | GL | Globe Life INC | 股票-金融 | 1.22% | — | -1.02% | |
| 38 | JKHY | Jack Henry & Associates INC | 股票-科技 | 1.21% | — | +1.75% | |
| 39 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.20% | — | +9.09% | |
| 40 | OSK | Oshkosh CORP | 股票-工業 | 1.20% | +0.68% | NEW | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 1.19% | — | +0.92% | |
| 42 | SCI | Service CORP International | 股票-循環性消費 | 1.19% | — | +1.57% | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.17% | +1.19% | NEW | |
| 44 | CMS | Cms Energy CORP | 股票-公用事業 | 1.12% | — | +1.35% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.11% | — | +0.46% | |
| 46 | WMT | Walmart INC | 股票-非循環性消費 | 1.09% | — | -5.13% | |
| 47 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.07% | — | +1.36% | |
| 48 | PRU | Prudential Financial INC | 股票-金融 | 1.05% | — | +11.63% | |
| 49 | AFG | American Financial Group INC | 股票-金融 | 1.03% | — | +2.00% | |
| 50 | AMGN | Amgen INC | 股票-醫療保健 | 1.02% | — | +0.80% |