CIK: 0001733082
申報總市值
US$11.4億
僅顯示前 200 大持股（共 233 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 | 7.54% | +2.14% | +0.05% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.23% | -1.05% | -0.50% | |
| 3 | CVX | Chevron CORP | 股票-能源 | 5.16% | +1.24% | -0.05% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.70% | -0.41% | -4.68% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.52% | -0.48% | +4.78% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.44% | -0.23% | +0.15% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.26% | — | +1.05% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.20% | -0.24% | -1.62% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.91% | -0.32% | +7.79% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.86% | +0.29% | +0.11% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.62% | -0.23% | +0.23% | |
| 12 | ADP | Automatic Data Processing | 股票-科技 | 1.56% | -0.24% | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.53% | -0.10% | +0.12% | |
| 14 | HD | Home Depot INC | 股票-循環性消費 | 1.41% | -0.06% | +0.50% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.36% | — | +0.47% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.32% | — | +0.44% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.31% | -0.20% | +0.14% | |
| 18 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.26% | — | -0.30% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.25% | -0.13% | — | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.21% | — | +413.08% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | -0.18% | +0.52% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.15% | — | +2.90% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.13% | — | +0.43% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.04% | — | -3.04% | |
| 25 | ABBV | Abbvie INC | 股票-醫療保健 | 1.01% | -0.07% | -0.89% | |
| 26 | DE | Deere & Co | 股票-工業 | 1.00% | +0.13% | +0.13% | |
| 27 | TGT | Target CORP | 股票-循環性消費 | 0.99% | — | -0.01% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.95% | — | -0.59% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 0.94% | +0.03% | -1.53% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.89% | -0.13% | +0.09% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.85% | -0.21% | -9.13% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.84% | — | -12.15% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.83% | — | +0.01% | |
| 34 | SYK | Stryker CORP | 股票-醫療保健 | 0.83% | — | -1.73% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.79% | — | +0.33% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.78% | -0.09% | -0.01% | |
| 37 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.66% | -0.10% | -0.15% | |
| 38 | PEP | Pepsico INC | 股票-非循環性消費 | 0.66% | — | +0.14% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工業 | 0.65% | +0.11% | +0.27% | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.64% | — | +0.10% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.63% | +0.09% | +0.37% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.59% | -0.05% | -0.88% | |
| 43 | MCK | Mckesson CORP | 股票-醫療保健 | 0.59% | — | -0.48% | |
| 44 | BLKCHF | Blackrock INC | 股票-其他 | 0.59% | — | +1.05% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.58% | — | -12.81% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | +1.53% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.57% | — | +1.09% | |
| 48 | HON | Honeywell International INC | 股票-工業 | 0.55% | +0.05% | +0.04% | |
| 49 | WMT | Walmart INC | 股票-非循環性消費 | 0.50% | +0.10% | +210.32% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.47% | -0.12% | +0.79% |