CIK: 0001641652
申報總市值
US$5.2億
僅顯示前 200 大持股（共 268 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 | VUG | Vanguard Growth ETF | ETF-其他 | 7.16% | — | +6336.66% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.88% | — | -1.09% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.45% | — | +1.23% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.65% | — | -3.77% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.24% | — | -8.37% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.33% | — | -12.09% | |
| 7 | PFE | Pfizer INC | 股票-醫療保健 | 2.01% | — | -2.72% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.99% | — | +8.00% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.97% | — | -1.94% | |
| 10 | NEE | Nextera Energy INC | 股票-公用事業 | 1.73% | — | -0.03% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.65% | — | -2.27% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.54% | — | +3.65% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.36% | — | -39.54% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.35% | — | -3.13% | |
| 15 | HD | Home Depot INC | 股票-循環性消費 | 1.31% | — | -0.32% | |
| 16 | PEP | Pepsico INC | 股票-非循環性消費 | 1.22% | — | +0.99% | |
| 17 | ADP | Automatic Data Processing | 股票-科技 | 1.21% | — | +0.88% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.19% | — | +15.92% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.11% | — | -26.16% | |
| 20 | ABBV | Abbvie INC | 股票-醫療保健 | 1.10% | — | +2.88% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.07% | — | +2.15% | |
| 22 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 1.05% | — | +73.24% | |
| 23 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.03% | — | -0.13% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 1.02% | — | -0.22% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.02% | — | -0.62% | |
| 26 | XIFR | Xplr Infrastructure LP | 股票-公用事業 | 0.95% | — | — | |
| 27 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.89% | — | +0.58% | |
| 28 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.80% | — | +5.37% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.77% | — | +4.36% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.77% | — | -18.08% | |
| 31 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.76% | — | +2.51% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.71% | — | +3.61% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.69% | — | +0.20% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.67% | — | — | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.67% | — | -2.24% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.66% | — | -3.66% | |
| 37 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.64% | — | +2.17% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.63% | — | -4.84% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | +4.11% | |
| 40 | AXP | American Express Co | 股票-金融 | 0.58% | — | +7.07% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.57% | — | +0.22% | |
| 42 | AKAM | Akamai Technologies INC | 股票-科技 | 0.57% | — | +0.18% | |
| 43 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.53% | — | -1.14% | |
| 44 | WEP | Magellan Midstream Partners | 股票-其他 | 0.52% | — | — | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.52% | — | +3.05% | |
| 46 | HHC* | Howard Hughes Corp/the | 股票-其他 | 0.52% | — | — | |
| 47 | MMM | 3m Co | 股票-工業 | 0.51% | — | +1.72% | |
| 48 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.51% | — | — | |
| 49 | DE | Deere & Co | 股票-工業 | 0.50% | — | +5.60% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.50% | — | -19.02% |