CIK: 0001633207
申報總市值
US$5.8億
僅顯示前 200 大持股（共 201 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 | 5.18% | +0.07% | +2.00% | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 4.02% | -0.51% | -2.58% | |
| 3 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 3.72% | — | -0.10% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.94% | -0.98% | -1.41% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.65% | -0.36% | -0.61% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.87% | -0.25% | +3.82% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.65% | -0.43% | +0.12% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | -0.25% | -1.71% | |
| 9 | UTXZ | United Tech CORP | 股票-其他 | 1.53% | — | -1.37% | |
| 10 | INTC | Intel CORP | 股票-科技 | 1.49% | — | +1.53% | |
| 11 | FRCB | First Republic Bank/ca | 股票-金融 | 1.43% | — | -4.03% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 1.38% | — | +7.86% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.33% | +0.11% | -1.72% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.25% | +0.22% | -2.44% | |
| 15 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 1.24% | — | +4.38% | |
| 16 | MDT | Medtronic plc | 股票-醫療保健 | 1.22% | — | -0.16% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.19% | — | -6.52% | |
| 18 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.17% | -1.11% | EXIT | |
| 19 | PEP | Pepsico INC | 股票-非循環性消費 | 1.16% | — | +5.17% | |
| 20 | ECL | Ecolab INC | 股票-原物料 | 1.11% | — | -1.25% | |
| 21 | WY | Weyerhaeuser Co | 股票-房地產 | 1.09% | — | +0.46% | |
| 22 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.08% | — | +3.94% | |
| 23 | CB | Chubb Limited | 股票-金融 | 1.05% | — | +1.17% | |
| 24 | XYL | Xylem INC | 股票-工業 | 1.04% | -0.13% | -0.41% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.02% | +0.16% | +2.13% | |
| 26 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.98% | -0.14% | -3.27% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | +2.52% | -2.65% | |
| 28 | NEE | Nextera Energy INC | 股票-公用事業 | 0.92% | — | +14.44% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.90% | — | -2.94% | |
| 30 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.90% | — | -8.52% | |
| 31 | ✓ | 股票-其他 | 0.87% | — | +6.61% | ||
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.87% | — | +3.53% | |
| 33 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.86% | — | -0.77% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.84% | — | -0.33% | |
| 35 | VTR | Ventas INC | 股票-房地產 | 0.83% | — | -1.29% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.81% | -0.20% | +2.67% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.77% | — | +11.89% | |
| 38 | RTN1USD | Raytheon Company | 股票-其他 | 0.76% | — | -13.95% | |
| 39 | HON | Honeywell International INC | 股票-工業 | 0.76% | — | +7.97% | |
| 40 | MMM | 3m Co | 股票-工業 | 0.74% | — | -17.47% | |
| 41 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.74% | — | -0.20% | |
| 42 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.73% | — | +2.33% | |
| 43 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.72% | — | +0.01% | |
| 44 | VMC | Vulcan Materials Co | 股票-原物料 | 0.68% | — | -1.09% | |
| 45 | APTV | Aptiv PLC | 股票-循環性消費 | 0.66% | — | -0.67% | |
| 46 | NEM | Newmont CORP | 股票-原物料 | 0.65% | — | +0.31% | |
| 47 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.62% | — | -0.48% | |
| 48 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.61% | -0.11% | -4.94% | |
| 49 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.59% | — | -2.88% | |
| 50 | BA | Boeing Co/the | 股票-工業 | 0.57% | — | -1.46% |