CIK: 0001641652
申報總市值
US$5.2億
僅顯示前 200 大持股（共 500 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 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 7.37% | — | +3.50% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 5.24% | — | +1.88% | |
| 3 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 4.61% | — | +7.27% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.99% | — | +8.94% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 2.73% | — | +4.88% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.60% | — | +3.81% | |
| 7 | GIS | General Mills INC | 股票-非循環性消費 | 2.49% | — | +25.67% | |
| 8 | RTN1USD | Raytheon Company | 股票-其他 | 2.28% | — | — | |
| 9 | PFE | Pfizer INC | 股票-醫療保健 | 2.27% | — | +0.06% | |
| 10 | CNI | Canadian Natl Railway Co | 股票-工業 | 2.16% | — | — | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.14% | — | +2.43% | |
| 12 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 2.05% | — | +60.76% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.88% | — | +7.69% | |
| 14 | NEE | Nextera Energy INC | 股票-公用事業 | 1.70% | — | -4.69% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.68% | — | -0.36% | |
| 16 | PEP | Pepsico INC | 股票-非循環性消費 | 1.63% | — | +1.41% | |
| 17 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 1.51% | — | +4.29% | |
| 18 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.41% | — | +47.71% | |
| 19 | MMM | 3m Co | 股票-工業 | 1.34% | — | +1.70% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.29% | — | — | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.28% | — | +0.12% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 1.28% | — | +30.18% | |
| 23 | AAPL | Apple INC | 股票-科技 | 1.25% | — | +19.54% | |
| 24 | APD | Air Products & Chemicals INC | 股票-原物料 | 1.10% | — | +0.07% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 1.05% | — | -4.81% | |
| 26 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.05% | — | +43.94% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.95% | — | — | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.92% | — | +0.50% | |
| 29 | ABBV | Abbvie INC | 股票-醫療保健 | 0.89% | — | +0.02% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.84% | — | +1.71% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.84% | — | +15.44% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | — | +48.60% | |
| 33 | ROP | Roper Technologies INC | 股票-科技 | 0.80% | — | +3.98% | |
| 34 | BIIB | Biogen INC | 股票-醫療保健 | 0.78% | — | +66.27% | |
| 35 | T | At&t INC | 股票-通訊服務 | 0.76% | — | +17.56% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.66% | — | +10.38% | |
| 37 | ✓ | 股票-其他 | 0.66% | — | +1.98% | ||
| 38 | SLB | Slb LTD | 股票-能源 | 0.66% | — | +46.83% | |
| 39 | BEN | Franklin Resources INC | 股票-金融 | 0.65% | — | +223.70% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.65% | — | — | |
| 41 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.62% | — | +0.18% | |
| 42 | STT | State Street CORP | 股票-金融 | 0.58% | — | — | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.56% | — | +11.06% | |
| 44 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.56% | — | +81.31% | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.53% | — | +1.86% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.50% | — | +19.80% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.50% | — | — | |
| 48 | ITW | Illinois Tool Works | 股票-工業 | 0.46% | — | +151.47% | |
| 49 | WMT | Walmart INC | 股票-非循環性消費 | 0.45% | — | +37.63% | |
| 50 | UTXZ | United Tech CORP | 股票-其他 | 0.43% | — | +14.31% |