CIK: 0001733082
申報總市值
US$11.4億
僅顯示前 200 大持股（共 331 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 | 5.76% | +2.14% | +8.46% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.34% | -0.48% | +8.05% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.12% | -0.41% | +3.61% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | -1.05% | +5.29% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 3.70% | +1.24% | +10.14% | |
| 6 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-其他 | 3.30% | — | +12211.92% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.91% | -0.23% | +7.97% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.60% | -0.23% | +17.69% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.21% | -0.24% | +15.14% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.20% | — | +15.45% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 2.12% | -0.21% | +41.25% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.00% | -0.32% | +1.20% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.96% | -0.20% | +4.61% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.86% | +0.29% | +16.84% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.48% | -0.10% | +4.35% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.39% | -0.13% | +12.34% | |
| 17 | RTX | Rtx CORP | 股票-工業 | 1.25% | +0.03% | +6.55% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.20% | — | +12.16% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.16% | -0.18% | +11.96% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.13% | — | +10.14% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.13% | — | +10.20% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 1.12% | -0.24% | +1.27% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.08% | -0.13% | +6.67% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 1.07% | -0.06% | +23.67% | |
| 25 | ABBV | Abbvie INC | 股票-醫療保健 | 0.99% | -0.07% | +16.30% | |
| 26 | WMT | Walmart INC | 股票-非循環性消費 | 0.95% | +0.10% | +41.66% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.94% | — | +10.59% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.90% | — | +13.78% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.82% | -0.13% | +6.01% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.77% | — | +14.66% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.73% | — | +17.48% | |
| 32 | DE | Deere & Co | 股票-工業 | 0.70% | +0.13% | +10.56% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.67% | — | +14.46% | |
| 34 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.64% | — | +8.80% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.64% | -0.12% | +34.15% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.62% | — | +23.72% | |
| 37 | SYK | Stryker CORP | 股票-醫療保健 | 0.61% | — | +12.17% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | +25.75% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | +25.79% | |
| 40 | MCK | Mckesson CORP | 股票-醫療保健 | 0.60% | — | -0.76% | |
| 41 | BLK | Blackrock INC | 股票-金融 | 0.59% | -0.06% | +15.69% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.58% | +0.09% | +11.76% | |
| 43 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 0.57% | +1.12% | — | |
| 44 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.54% | -0.54% | EXIT | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.53% | -0.10% | +7.10% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.51% | +0.11% | +3.52% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | — | +62.97% | |
| 48 | ASML | ASML Holding N.V. | 股票-科技 | 0.49% | +0.10% | +18.36% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.47% | — | -0.97% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.47% | -0.09% | +18.12% |