CIK: 0001733082
申報總市值
US$11.4億
僅顯示前 200 大持股（共 247 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 | 7.25% | +2.14% | -0.41% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.63% | -0.41% | -2.01% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.34% | -0.48% | +2.50% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 5.11% | +1.24% | -0.61% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.32% | -1.05% | -1.05% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.85% | -0.23% | +0.81% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.21% | -0.24% | -0.87% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.09% | — | -1.89% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.09% | -0.32% | +4.76% | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 1.79% | -0.24% | -0.09% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.77% | +0.29% | -0.53% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.52% | -0.23% | -2.26% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.47% | -0.13% | — | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.44% | -0.18% | +0.80% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.39% | -0.10% | -7.90% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.28% | -0.20% | +0.67% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.28% | — | -1.36% | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 1.26% | -0.06% | +0.88% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.23% | — | -2.54% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 1.16% | +0.03% | -0.27% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.15% | — | +1.26% | |
| 22 | ABBV | Abbvie INC | 股票-醫療保健 | 1.08% | -0.07% | -1.61% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.07% | — | +3.43% | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 1.01% | -0.21% | +1.58% | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 1.00% | -0.13% | -0.14% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.99% | — | -0.73% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.97% | — | -0.41% | |
| 28 | DE | Deere & Co | 股票-工業 | 0.88% | +0.13% | -0.08% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.84% | — | -4.19% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.81% | — | -0.31% | |
| 31 | SYK | Stryker CORP | 股票-醫療保健 | 0.80% | — | -1.00% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | -0.13% | +25.50% | |
| 33 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.79% | — | -0.92% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | +0.09% | +0.94% | |
| 35 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.72% | -0.10% | -1.05% | |
| 36 | WMT | Walmart INC | 股票-非循環性消費 | 0.71% | +0.10% | +1.55% | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.70% | — | -0.11% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | — | -2.77% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | — | +1.96% | |
| 40 | MCK | Mckesson CORP | 股票-醫療保健 | 0.69% | — | -0.08% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.63% | -0.09% | -1.32% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工業 | 0.62% | +0.11% | -0.11% | |
| 43 | BLK | Blackrock INC | 股票-金融 | 0.61% | -0.06% | -1.06% | |
| 44 | PEP | Pepsico INC | 股票-非循環性消費 | 0.57% | — | +9.48% | |
| 45 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.56% | -0.54% | EXIT | |
| 46 | TGT | Target CORP | 股票-循環性消費 | 0.54% | — | -0.15% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.54% | — | +0.86% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.53% | — | +0.26% | |
| 49 | HON | Honeywell International INC | 股票-工業 | 0.52% | +0.05% | -1.13% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.52% | — | +22.45% |