CIK: 0001641652
申報總市值
US$5.2億
僅顯示前 200 大持股（共 266 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 | MSFT | Microsoft CORP | 股票-科技 | 5.99% | — | -3.65% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.33% | — | +0.96% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.02% | — | +1.15% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.38% | — | +43.63% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.09% | — | -0.68% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.07% | — | +4.26% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.03% | — | +1620.86% | |
| 8 | PFE | Pfizer INC | 股票-醫療保健 | 1.97% | — | +0.18% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.97% | — | +17.17% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.87% | — | — | |
| 11 | NEE | Nextera Energy INC | 股票-公用事業 | 1.85% | — | +7.15% | |
| 12 | XIFR | Xplr Infrastructure LP | 股票-公用事業 | 1.79% | — | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.45% | — | -20.35% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | — | +0.37% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 1.25% | — | -0.25% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 1.23% | — | +0.99% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.22% | — | -0.50% | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 1.21% | — | -0.49% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.19% | — | +5.96% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.12% | — | -1.59% | |
| 21 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.12% | — | -0.65% | |
| 22 | PEP | Pepsico INC | 股票-非循環性消費 | 1.10% | — | +1.27% | |
| 23 | ABBV | Abbvie INC | 股票-醫療保健 | 1.04% | — | -0.36% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | — | -1.38% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.95% | — | +12.08% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.89% | — | -0.05% | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.85% | — | +0.41% | |
| 28 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.84% | — | -1.71% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.79% | — | +0.27% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.72% | — | -3.02% | |
| 31 | AKAM | Akamai Technologies INC | 股票-科技 | 0.71% | — | — | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.70% | — | +1.61% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.70% | — | +0.86% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.67% | — | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.67% | — | -2.03% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.67% | — | -0.95% | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.63% | — | +0.21% | |
| 38 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.63% | — | +1.30% | |
| 39 | MMM | 3m Co | 股票-工業 | 0.61% | — | -0.71% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.60% | — | +10.67% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.60% | — | — | |
| 42 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.60% | — | -1.82% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | +3.61% | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.59% | — | -1.25% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.58% | — | +1.84% | |
| 46 | WEP | Magellan Midstream Partners | 股票-其他 | 0.57% | — | -0.35% | |
| 47 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.53% | — | -0.34% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.53% | — | — | |
| 49 | HHC* | Howard Hughes Corp/the | 股票-其他 | 0.53% | — | — | |
| 50 | ADBE | Adobe INC | 股票-科技 | 0.53% | — | +0.11% |