CIK: 0001744348
申報總市值
US$5.1億
僅顯示前 200 大持股（共 213 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 | MSFT | Microsoft CORP | 股票-科技 | 3.77% | — | -0.94% | |
| 2 | TYL | Tyler Technologies INC | 股票-科技 | 2.61% | — | -11.39% | |
| 3 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 2.24% | — | +4.33% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.11% | -0.05% | +0.79% | |
| 5 | INTC | Intel CORP | 股票-科技 | 1.80% | +1.59% | -2.01% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.74% | — | -4.65% | |
| 7 | GLW | Corning INC | 股票-科技 | 1.73% | +1.42% | +0.03% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.68% | — | -3.69% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.62% | -0.05% | +0.88% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.59% | — | +3.43% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.55% | — | +5.40% | |
| 12 | HON | Honeywell International INC | 股票-工業 | 1.46% | -0.56% | EXIT | |
| 13 | WM | Waste Management INC | 股票-工業 | 1.41% | — | -5.36% | |
| 14 | NGG | National Grid Plc-sp Adr | 股票-公用事業 | 1.40% | — | -3.52% | |
| 15 | PFE | Pfizer INC | 股票-醫療保健 | 1.38% | — | +0.21% | |
| 16 | EUDG | Wisdomtree Europe Quality Di | ETF-其他 | 1.34% | — | -7.04% | |
| 17 | UL | Unilever PLC | 股票-非循環性消費 | 1.32% | — | -3.23% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.31% | -0.04% | +7.08% | |
| 19 | CAG | Conagra Brands INC | 股票-非循環性消費 | 1.31% | — | -1.84% | |
| 20 | TGT | Target CORP | 股票-循環性消費 | 1.29% | — | -5.09% | |
| 21 | PBCTEUR | People's United Financial | 股票-其他 | 1.28% | — | -1.62% | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.25% | — | -7.36% | |
| 23 | ✓ | Macquarie / First Tr Global | 股票-其他 | 1.21% | — | -7.06% | |
| 24 | AWK | American Water Works Co INC | 股票-公用事業 | 1.18% | — | -6.60% | |
| 25 | IP | International Paper Co | 股票-循環性消費 | 1.17% | — | -1.46% | |
| 26 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 1.16% | — | +10.53% | |
| 27 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.13% | — | +10.38% | |
| 28 | DVYA | Ishares Asia/pacific Dividen | ETF-其他 | 1.10% | — | +10.90% | |
| 29 | GNR | State Street Spdr S&p Global | ETF-其他 | 1.10% | — | -6.80% | |
| 30 | RYN | Rayonier INC | 股票-房地產 | 1.07% | — | -6.45% | |
| 31 | GSK | GSK plc ADRhedged | 股票-醫療保健 | 1.04% | — | -1.73% | |
| 32 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.03% | — | -4.21% | |
| 33 | CAT | Caterpillar INC | 股票-工業 | 1.01% | +0.36% | -3.11% | |
| 34 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 1.00% | — | -1.49% | |
| 35 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.99% | — | -0.16% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.98% | -0.01% | +4.41% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.96% | +0.29% | +5.41% | |
| 38 | WRI | Weingarten Realty Investors | 股票-其他 | 0.95% | — | +2.92% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.94% | — | -3.53% | |
| 40 | IFGL | Ishares International Develo | ETF-其他 | 0.92% | — | +11.07% | |
| 41 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.91% | — | -2.22% | |
| 42 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.86% | -0.29% | -2.19% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.84% | — | -5.43% | |
| 44 | RPM | Rpm International INC | 股票-原物料 | 0.81% | — | -5.40% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.74% | +0.12% | +1.66% | |
| 46 | PCH | Potlatchdeltic CORP | 股票-其他 | 0.74% | — | -7.56% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.72% | — | -2.01% | |
| 48 | T | At&t INC | 股票-通訊服務 | 0.71% | -0.26% | +7.99% | |
| 49 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.71% | -0.01% | +2.03% | |
| 50 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.69% | — | +8.45% |