CIK: 0001733082
申報總市值
US$11.4億
僅顯示前 200 大持股（共 229 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 | 8.86% | +2.14% | +1.27% | |
| 2 | CVX | Chevron CORP | 股票-能源 | 6.38% | +1.24% | +0.04% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.71% | -0.41% | +0.16% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.58% | -1.05% | -0.07% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.16% | -0.48% | +10.18% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.25% | — | +20.69% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.12% | +0.29% | -7.75% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.04% | -0.23% | -0.12% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.82% | -0.24% | -0.19% | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 1.74% | -0.24% | +0.26% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.63% | -0.23% | -0.20% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.48% | -0.10% | +4.05% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.41% | -0.32% | -0.33% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.32% | -0.20% | -0.25% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.29% | — | +0.79% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 1.28% | -0.06% | -0.56% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.27% | — | +1.30% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.21% | -0.13% | — | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.19% | — | +2.48% | |
| 20 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.15% | — | +0.05% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.15% | -0.18% | -0.19% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.11% | — | +6.31% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.10% | — | +3.96% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.10% | — | +1.87% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.07% | — | +1.11% | |
| 26 | DE | Deere & Co | 股票-工業 | 1.06% | +0.13% | +0.27% | |
| 27 | ABBV | Abbvie INC | 股票-醫療保健 | 0.97% | -0.07% | +0.15% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.92% | — | +3.17% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.86% | — | +0.26% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.85% | -0.13% | +2.17% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.82% | +0.03% | +0.16% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.79% | -0.09% | -0.68% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.78% | — | +0.81% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.76% | — | +1.17% | |
| 35 | SYK | Stryker CORP | 股票-醫療保健 | 0.74% | — | +0.65% | |
| 36 | PEP | Pepsico INC | 股票-非循環性消費 | 0.73% | — | +0.52% | |
| 37 | TGT | Target CORP | 股票-循環性消費 | 0.71% | — | -0.81% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.70% | -0.21% | -1.79% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.68% | — | +0.23% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.66% | -0.10% | -0.41% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工業 | 0.64% | +0.11% | +0.31% | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.61% | — | -0.08% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.59% | — | -0.65% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | +0.33% | |
| 45 | HON | Honeywell International INC | 股票-工業 | 0.57% | +0.05% | -0.44% | |
| 46 | MCK | Mckesson CORP | 股票-醫療保健 | 0.55% | — | — | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.55% | +0.09% | -0.77% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | +0.34% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.52% | — | -0.04% | |
| 50 | ADBE | Adobe INC | 股票-科技 | 0.51% | -0.11% | -0.73% |