CIK: 0001631864
申報總市值
US$14.6億
僅顯示前 200 大持股（共 304 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 | 4.59% | -0.52% | -0.92% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.95% | +0.10% | +5.31% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.53% | -0.14% | +5.30% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.30% | +0.14% | +9.93% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.09% | -0.78% | -1.06% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.92% | +0.12% | -15.72% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.83% | -0.20% | +4.68% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.56% | +0.10% | +27.85% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.48% | +0.12% | -0.45% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.47% | -0.16% | +24.03% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.15% | — | +8.27% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.14% | -0.19% | +1.57% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.93% | +0.19% | +9.42% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.91% | -0.14% | -2.73% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.81% | -0.15% | -1.91% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.77% | — | +4.67% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.67% | — | +10.58% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.30% | — | +15.70% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.25% | — | +0.50% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.15% | — | -40.57% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.12% | — | -2.50% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.98% | -0.14% | +0.25% | |
| 23 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.96% | +0.20% | -0.94% | |
| 24 | WMT | Walmart INC | 股票-非循環性消費 | 0.95% | +0.12% | -1.80% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.95% | — | -2.78% | |
| 26 | PFE | Pfizer INC | 股票-醫療保健 | 0.93% | — | +9.81% | |
| 27 | ✓ | Mastercard Incorporated | 股票-其他 | 0.85% | -0.67% | EXIT | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | — | +9.22% | |
| 29 | PEP | Pepsico INC | 股票-非循環性消費 | 0.83% | — | +2.91% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.82% | — | +17.23% | |
| 31 | ✓ | 股票-其他 | 0.81% | — | -39.48% | ||
| 32 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.77% | — | -2.46% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.75% | — | +3.89% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.72% | -0.16% | -8.46% | |
| 35 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.72% | — | +2.19% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.72% | — | +8.29% | |
| 37 | BLKCHF | Blackrock INC | 股票-其他 | 0.70% | — | +5.77% | |
| 38 | ITW | Illinois Tool Works | 股票-工業 | 0.69% | — | +297.03% | |
| 39 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.68% | — | — | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.66% | — | -5.88% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.64% | — | -4.39% | |
| 42 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.64% | -0.12% | +3.01% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.61% | — | -0.43% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.60% | — | +10.47% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.58% | — | +4.11% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.57% | — | -0.34% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | — | +11.86% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.56% | -0.14% | +3.55% | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.55% | — | -10.92% | |
| 50 | ✓ | RTX Corporation | 股票-其他 | 0.54% | — | +6.28% |