CIK: 0001633207
申報總市值
US$5.8億
僅顯示前 200 大持股（共 236 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 | AAPL | Apple INC | 股票-科技 | 4.99% | -0.36% | +0.04% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.00% | -0.98% | +0.02% | |
| 3 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.68% | +0.07% | -0.95% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 2.90% | -0.51% | -0.43% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.60% | -0.57% | -0.25% | |
| 6 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 2.51% | — | +0.00% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.78% | -0.25% | -2.55% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.68% | -0.43% | -4.57% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.60% | -0.20% | +4.12% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.40% | +0.11% | +1.51% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.25% | +4.46% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.19% | — | +16.20% | |
| 13 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.15% | -1.11% | EXIT | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | +2.52% | -0.25% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 1.13% | — | +0.11% | |
| 16 | PEP | Pepsico INC | 股票-非循環性消費 | 1.08% | — | +0.36% | |
| 17 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 1.04% | -0.14% | -3.22% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.04% | +0.22% | +2.80% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.02% | +0.16% | +1.39% | |
| 20 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.96% | — | -10.71% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 0.95% | — | -0.87% | |
| 22 | CARR | Carrier Global CORP | 股票-工業 | 0.94% | — | -0.31% | |
| 23 | XYL | Xylem INC | 股票-工業 | 0.93% | -0.13% | +0.12% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.91% | — | +2.36% | |
| 25 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.90% | -0.11% | -0.25% | |
| 26 | SUB | Ishares Short-term National | ETF-其他 | 0.88% | — | +11.47% | |
| 27 | NEE | Nextera Energy INC | 股票-公用事業 | 0.88% | — | -0.67% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.86% | — | +49.41% | |
| 29 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.84% | — | +2.87% | |
| 30 | ETN | Eaton Corporation plc | 股票-工業 | 0.83% | +0.05% | +1.15% | |
| 31 | LIN | Linde plc | 股票-原物料 | 0.78% | — | — | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.75% | — | -0.41% | |
| 33 | NSC | Norfolk Southern CORP | 股票-工業 | 0.74% | — | -2.43% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.74% | — | +14.70% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.72% | — | +6.13% | |
| 36 | CB | Chubb Limited | 股票-金融 | 0.72% | — | +10.33% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.69% | — | +1.71% | |
| 38 | QCOM | Qualcomm INC | 股票-科技 | 0.68% | -0.16% | +1.08% | |
| 39 | HON | Honeywell International INC | 股票-工業 | 0.67% | — | +1.41% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.66% | — | -27.95% | |
| 41 | SYK | Stryker CORP | 股票-醫療保健 | 0.63% | — | +3.78% | |
| 42 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型股與成長 | 0.62% | — | +7.91% | |
| 43 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.60% | — | +3.94% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.58% | — | -3.63% | |
| 45 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.58% | — | -1.60% | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.57% | -0.27% | +1.79% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | — | — | |
| 48 | VMC | Vulcan Materials Co | 股票-原物料 | 0.55% | — | — | |
| 49 | NEM | Newmont CORP | 股票-原物料 | 0.53% | — | +1.15% | |
| 50 | APTV | Aptiv PLC | 股票-循環性消費 | 0.53% | — | +1.24% |