CIK: 0001633207
申報總市值
US$5.8億
僅顯示前 200 大持股（共 691 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 | KO | Coca-cola Co/the | 股票-非循環性消費 | 4.07% | +0.07% | +0.72% | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 3.59% | -0.51% | -2.90% | |
| 3 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 2.81% | — | -0.46% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.77% | -0.36% | -1.88% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.23% | -0.98% | +0.49% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.82% | -0.43% | -1.76% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.72% | — | -2.92% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.69% | -0.25% | -12.81% | |
| 9 | FRCB | First Republic Bank/ca | 股票-金融 | 1.53% | — | -0.81% | |
| 10 | UTXZ | United Tech CORP | 股票-其他 | 1.49% | — | -2.05% | |
| 11 | MMM | 3m Co | 股票-工業 | 1.45% | — | +1.75% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | -0.25% | +4.53% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.36% | +0.11% | +0.17% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.34% | +0.22% | +11.47% | |
| 15 | INTC | Intel CORP | 股票-科技 | 1.25% | — | -2.05% | |
| 16 | WY | Weyerhaeuser Co | 股票-房地產 | 1.22% | — | -10.87% | |
| 17 | 2655957D | Premier Inc-class A | 股票-其他 | 1.22% | — | -2.27% | |
| 18 | CSCO | Cisco Systems INC | 股票-科技 | 1.15% | — | -1.71% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.11% | — | -18.22% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.10% | — | +0.28% | |
| 21 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.10% | — | -0.25% | |
| 22 | DXC | Dxc Technology Co | 股票-科技 | 1.06% | — | +1.45% | |
| 23 | MDT | Medtronic plc | 股票-醫療保健 | 0.99% | — | +1.19% | |
| 24 | RTN1USD | Raytheon Company | 股票-其他 | 0.98% | — | +2.31% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | +2.52% | -2.12% | |
| 26 | XYL | Xylem INC | 股票-工業 | 0.96% | -0.13% | -0.51% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.95% | +0.16% | +3.46% | |
| 28 | CB | Chubb Limited | 股票-金融 | 0.94% | — | -4.65% | |
| 29 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.92% | — | +15.81% | |
| 30 | PEP | Pepsico INC | 股票-非循環性消費 | 0.85% | — | +6.26% | |
| 31 | ECL | Ecolab INC | 股票-原物料 | 0.82% | — | -3.36% | |
| 32 | APTV | Aptiv PLC | 股票-循環性消費 | 0.79% | — | -1.83% | |
| 33 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.78% | — | -3.42% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.77% | -0.57% | -7.39% | |
| 35 | UNM | Unum Group | 股票-金融 | 0.77% | — | -8.24% | |
| 36 | ✓ | 股票-其他 | 0.76% | — | -0.63% | ||
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.74% | — | -12.18% | |
| 38 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.73% | — | -3.09% | |
| 39 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.68% | — | -3.11% | |
| 40 | HON | Honeywell International INC | 股票-工業 | 0.66% | — | -9.62% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | — | -0.27% | |
| 42 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.61% | — | +0.49% | |
| 43 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.60% | — | +1.79% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.59% | — | +20.05% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.59% | — | -3.56% | |
| 46 | VTR | Ventas INC | 股票-房地產 | 0.57% | — | +11.73% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.57% | -0.11% | +190.47% | |
| 48 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.55% | — | -0.90% | |
| 49 | NEE | Nextera Energy INC | 股票-公用事業 | 0.54% | — | +0.04% | |
| 50 | GLW | Corning INC | 股票-科技 | 0.52% | +0.22% | +1.50% |