CIK: 0001593600
申報總市值
US$8119.8萬
僅顯示前 200 大持股（共 674 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 | 9.16% | +0.62% | -0.01% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.71% | -0.06% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.89% | -0.59% | +2.52% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.36% | — | -13.35% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.01% | — | — | |
| 6 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.55% | -0.19% | +0.20% | |
| 7 | MRK | Merck & Co. INC. | 股票-醫療保健 | 2.43% | — | +4.49% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.38% | -0.14% | +7.53% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.14% | — | +6.92% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.10% | -0.10% | — | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.03% | -0.18% | +6.51% | |
| 12 | INTC | Intel CORP | 股票-科技 | 1.49% | — | +8.56% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.40% | -0.05% | — | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.23% | — | — | |
| 15 | CSCO | Cisco Systems INC | 股票-科技 | 1.19% | — | +4.88% | |
| 16 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.18% | -0.04% | — | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.15% | -0.08% | — | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.11% | +0.15% | — | |
| 19 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.09% | — | — | |
| 20 | BKNG | Booking Holdings INC | 股票-循環性消費 | 1.03% | — | — | |
| 21 | ABBV | Abbvie INC | 股票-醫療保健 | 1.01% | -0.02% | — | |
| 22 | AMP | Ameriprise Financial INC | 股票-金融 | 0.99% | — | +8.88% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | — | — | |
| 24 | DE | Deere & Co | 股票-工業 | 0.84% | +0.27% | — | |
| 25 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.75% | — | -0.54% | |
| 26 | ETN | Eaton Corporation plc | 股票-工業 | 0.73% | — | — | |
| 27 | TGT | Target CORP | 股票-循環性消費 | 0.72% | — | — | |
| 28 | KLAC | Kla CORP | 股票-科技 | 0.72% | +0.52% | — | |
| 29 | CRM | Salesforce INC | 股票-科技 | 0.67% | — | — | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.66% | — | — | |
| 31 | BLKCHF | Blackrock INC | 股票-其他 | 0.65% | — | — | |
| 32 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.64% | — | — | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.62% | -0.16% | — | |
| 34 | CME | Cme Group INC | 股票-金融 | 0.60% | — | — | |
| 35 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.59% | — | +1.59% | |
| 36 | ITW | Illinois Tool Works | 股票-工業 | 0.58% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.03% | — | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.53% | -0.07% | — | |
| 39 | PEP | Pepsico INC | 股票-非循環性消費 | 0.53% | — | — | |
| 40 | PFE | Pfizer INC | 股票-醫療保健 | 0.52% | — | -0.68% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.50% | — | — | |
| 42 | COP | Conocophillips | 股票-能源 | 0.49% | +0.12% | — | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.49% | — | — | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.49% | +0.16% | — | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.47% | — | — | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.43% | — | — | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.39% | — | — | |
| 48 | PAYX | Paychex INC | 股票-科技 | 0.39% | -0.07% | — | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | -0.04% | — | |
| 50 | TSLA | Tesla INC | 股票-循環性消費 | 0.38% | — | +6.47% |