CIK: 0001593600
申報總市值
US$8119.8萬
僅顯示前 200 大持股（共 248 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 12.97% | +0.62% | — | |
| 2 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 12.47% | — | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 7.29% | — | — | |
| 4 | REET | Ishares Global Reit ETF | ETF-其他 | 6.95% | — | — | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 3.91% | — | — | |
| 6 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.47% | — | — | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.61% | — | — | |
| 8 | MRK | Merck & Co. INC. | 股票-醫療保健 | 2.15% | — | — | |
| 9 | INTC | Intel CORP | 股票-科技 | 1.88% | — | — | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.69% | — | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.62% | -0.06% | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.40% | -0.59% | — | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | -0.10% | — | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.26% | -0.05% | — | |
| 15 | ABBV | Abbvie INC | 股票-醫療保健 | 1.18% | -0.02% | — | |
| 16 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.15% | -0.08% | — | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.14% | +0.15% | — | |
| 18 | CSCO | Cisco Systems INC | 股票-科技 | 0.90% | — | — | |
| 19 | BA | Boeing Co/the | 股票-工業 | 0.80% | — | — | |
| 20 | T | At&t INC | 股票-通訊服務 | 0.79% | — | — | |
| 21 | CME | Cme Group INC | 股票-金融 | 0.78% | — | — | |
| 22 | PFE | Pfizer INC | 股票-醫療保健 | 0.78% | — | — | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | -0.18% | — | |
| 24 | CRM | Salesforce INC | 股票-科技 | 0.68% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | -0.14% | — | |
| 26 | BLKCHF | Blackrock INC | 股票-其他 | 0.65% | — | — | |
| 27 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.61% | -0.04% | — | |
| 28 | ITW | Illinois Tool Works | 股票-工業 | 0.59% | — | — | |
| 29 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.57% | — | — | |
| 30 | SYY | Sysco CORP | 股票-非循環性消費 | 0.55% | — | — | |
| 31 | ADSK | Autodesk INC | 股票-科技 | 0.55% | — | — | |
| 32 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.53% | — | — | |
| 33 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.52% | -0.05% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.50% | — | — | |
| 35 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.50% | — | — | |
| 36 | TXN | Texas Instruments INC | 股票-科技 | 0.47% | — | — | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.45% | +0.16% | — | |
| 38 | ADBE | Adobe INC | 股票-科技 | 0.44% | — | — | |
| 39 | PEP | Pepsico INC | 股票-非循環性消費 | 0.44% | — | — | |
| 40 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.43% | — | — | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | -0.04% | — | |
| 42 | D | Dominion Energy INC | 股票-公用事業 | 0.42% | — | — | |
| 43 | DE | Deere & Co | 股票-工業 | 0.42% | +0.27% | — | |
| 44 | DHR | Danaher CORP | 股票-醫療保健 | 0.41% | — | — | |
| 45 | AVGO | Broadcom INC | 股票-科技 | 0.38% | -0.16% | — | |
| 46 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.38% | — | — | |
| 47 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.38% | — | — | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.38% | — | — | |
| 49 | TGT | Target CORP | 股票-循環性消費 | 0.37% | — | — | |
| 50 | MMM | 3m Co | 股票-工業 | 0.37% | — | — |