CIK: 0001775530
申報總市值
US$3.4億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 20.23% | — | — | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 12.51% | -0.28% | — | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 10.17% | -0.30% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 9.25% | -0.16% | — | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.08% | — | — | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.25% | -0.26% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.89% | -0.02% | — | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.68% | — | — | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.53% | +0.06% | — | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.45% | -0.06% | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.25% | — | — | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.90% | — | — | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.85% | +0.13% | — | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.80% | — | — | |
| 15 | WFC | Wells Fargo & Co | 股票-金融 | 1.71% | +0.12% | — | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.54% | — | — | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.32% | — | — | |
| 18 | UNP | Union Pacific CORP | 股票-工業 | 1.31% | — | — | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.22% | +0.06% | — | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.11% | +0.12% | — | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.00% | — | — | |
| 22 | AXP | American Express Co | 股票-金融 | 0.71% | +0.07% | — | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | +0.06% | — | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.68% | +0.28% | — | |
| 25 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.53% | — | — | |
| 26 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.53% | — | — | |
| 27 | BKE | Buckle Inc/the | 股票-其他 | 0.52% | -0.10% | — | |
| 28 | WMT | Walmart INC | 股票-非循環性消費 | 0.51% | +0.09% | NEW | |
| 29 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.46% | — | — | |
| 30 | PEP | Pepsico INC | 股票-非循環性消費 | 0.46% | — | — | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.45% | — | — | |
| 32 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.44% | — | — | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.44% | — | — | |
| 34 | ETN | Eaton Corporation plc | 股票-工業 | 0.40% | -0.08% | — | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.40% | — | — | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.39% | +0.21% | — | |
| 37 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.36% | +0.10% | NEW | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.36% | — | — | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.36% | — | — | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.34% | — | — | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.33% | +0.07% | NEW | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.33% | — | — | |
| 43 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.25% | — | — | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.25% | -0.10% | EXIT | |
| 45 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.24% | — | — | |
| 46 | CLX | Clorox Company | 股票-非循環性消費 | 0.23% | — | — | |
| 47 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.23% | — | — | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.22% | — | — | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.22% | +0.11% | — | |
| 50 | CE | Celanese CORP | 股票-原物料 | 0.21% | — | — |