CIK: 0001593600
申報總市值
US$8119.8萬
僅顯示前 200 大持股（共 644 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 | 8.95% | +0.62% | +0.13% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.51% | -0.06% | +0.16% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.54% | -0.59% | — | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.99% | — | +0.15% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.79% | -0.19% | +2.82% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.71% | -0.18% | -5.36% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.68% | — | +2.85% | |
| 8 | MRK | Merck & Co. INC. | 股票-醫療保健 | 2.67% | — | -0.53% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.49% | -0.10% | +0.75% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.39% | -0.14% | — | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.95% | — | — | |
| 12 | INTC | Intel CORP | 股票-科技 | 1.61% | — | — | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.55% | — | — | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.22% | -0.07% | +16.52% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.16% | -0.05% | — | |
| 16 | AMP | Ameriprise Financial INC | 股票-金融 | 1.14% | — | — | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.13% | -0.08% | — | |
| 18 | ABBV | Abbvie INC | 股票-醫療保健 | 1.08% | -0.02% | — | |
| 19 | BKNG | Booking Holdings INC | 股票-循環性消費 | 1.08% | — | — | |
| 20 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.06% | — | — | |
| 21 | TGT | Target CORP | 股票-循環性消費 | 1.06% | — | +1.64% | |
| 22 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.03% | -0.04% | +3.23% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 0.96% | — | — | |
| 24 | ETN | Eaton Corporation plc | 股票-工業 | 0.94% | — | — | |
| 25 | KLAC | Kla CORP | 股票-科技 | 0.94% | +0.52% | +9.45% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.90% | — | +3.19% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | +0.15% | -3.96% | |
| 28 | CRM | Salesforce INC | 股票-科技 | 0.86% | — | — | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.83% | -0.16% | -3.55% | |
| 30 | DE | Deere & Co | 股票-工業 | 0.75% | +0.27% | +2.16% | |
| 31 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.75% | — | — | |
| 32 | BLKCHF | Blackrock INC | 股票-其他 | 0.74% | — | +3.12% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.73% | — | +16.89% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.61% | — | — | |
| 35 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.59% | — | +0.95% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | -0.03% | — | |
| 37 | CME | Cme Group INC | 股票-金融 | 0.56% | — | — | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.55% | — | +26.41% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.55% | +0.16% | — | |
| 40 | ITW | Illinois Tool Works | 股票-工業 | 0.55% | — | — | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.49% | — | — | |
| 42 | COP | Conocophillips | 股票-能源 | 0.46% | +0.12% | — | |
| 43 | PEP | Pepsico INC | 股票-非循環性消費 | 0.45% | — | — | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.44% | — | -2.52% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | -0.04% | +7.11% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.40% | — | — | |
| 47 | PFE | Pfizer INC | 股票-醫療保健 | 0.37% | — | -17.81% | |
| 48 | CPRT | Copart INC | 股票-工業 | 0.36% | — | — | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.34% | — | — | |
| 50 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.33% | — | — |