CIK: 0001733082
申報總市值
US$11.4億
僅顯示前 200 大持股（共 231 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 | XOM | Exxon Mobil CORP | 股票-能源 | 7.84% | +2.14% | +0.04% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.34% | -0.41% | -1.28% | |
| 3 | CVX | Chevron CORP | 股票-能源 | 5.84% | +1.24% | +1.27% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.85% | -1.05% | +0.16% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.85% | -0.48% | -0.00% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.39% | +0.29% | -1.26% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.02% | -0.23% | -0.97% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.93% | — | +2.14% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.84% | -0.24% | -3.12% | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 1.56% | -0.24% | — | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.47% | -0.23% | -0.09% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.44% | -0.10% | -1.27% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.32% | — | -0.13% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.30% | — | -0.80% | |
| 15 | HD | Home Depot INC | 股票-循環性消費 | 1.30% | -0.06% | -0.12% | |
| 16 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.26% | — | +3.51% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.21% | -0.32% | -0.20% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.18% | -0.20% | +0.14% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.17% | -0.18% | -0.05% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.16% | -0.13% | — | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.15% | — | +0.34% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.12% | — | +2.11% | |
| 23 | DE | Deere & Co | 股票-工業 | 1.12% | +0.13% | — | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.11% | — | +1.25% | |
| 25 | RTX | Rtx CORP | 股票-工業 | 1.09% | +0.03% | +6.38% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.08% | — | -0.32% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.08% | — | -0.54% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.92% | — | -1.76% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.88% | — | +0.09% | |
| 30 | ABBV | Abbvie INC | 股票-醫療保健 | 0.86% | -0.07% | +4.58% | |
| 31 | TGT | Target CORP | 股票-循環性消費 | 0.84% | — | -0.28% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.81% | -0.13% | +2.63% | |
| 33 | SYK | Stryker CORP | 股票-醫療保健 | 0.80% | — | -0.33% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.80% | — | -1.36% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.79% | -0.09% | -1.73% | |
| 36 | PEP | Pepsico INC | 股票-非循環性消費 | 0.78% | — | -4.27% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.76% | — | -1.20% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.73% | -0.21% | +3.66% | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.73% | -0.10% | +0.05% | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.71% | — | -2.77% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工業 | 0.71% | +0.11% | -2.17% | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.66% | — | -2.81% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.65% | — | +9.30% | |
| 44 | HON | Honeywell International INC | 股票-工業 | 0.64% | +0.05% | -0.14% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.58% | — | -5.57% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.55% | — | +13.61% | |
| 47 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.54% | — | -0.20% | |
| 48 | MCK | Mckesson CORP | 股票-醫療保健 | 0.53% | — | — | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | +0.09% | +0.57% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | +0.40% |