CIK: 0001476804
申報總市值
US$16.1億
僅顯示前 200 大持股（共 219 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 7.12% | -0.59% | +0.48% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.01% | -0.29% | -1.68% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.67% | -1.36% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.59% | -0.35% | -1.11% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.53% | — | +291.89% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 2.04% | — | -0.77% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.90% | — | -0.65% | |
| 8 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.81% | — | +1.23% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.79% | +0.18% | -0.18% | |
| 10 | MA | Mastercard INC - A | 股票-金融 | 1.61% | -0.20% | +2.56% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.50% | -0.10% | +15.90% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.48% | -0.08% | +0.89% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.35% | — | -0.32% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.34% | -0.23% | +2.06% | |
| 15 | SUB | Ishares Short-term National | ETF-其他 | 1.21% | — | — | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.17% | — | -1.50% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.13% | — | +60.44% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | -0.10% | +0.35% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | — | +0.77% | |
| 20 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.04% | — | +10.15% | |
| 21 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 0.97% | — | -1.58% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | — | -3.33% | |
| 23 | UTXZ | United Tech CORP | 股票-其他 | 0.96% | — | -0.69% | |
| 24 | BND | Vanguard Total Bond Market | ETF-其他 | 0.92% | — | -0.04% | |
| 25 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.92% | — | -1.95% | |
| 26 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.91% | — | -0.36% | |
| 27 | FDX | Fedex CORP | 股票-工業 | 0.88% | — | +0.26% | |
| 28 | WMT | Walmart INC | 股票-非循環性消費 | 0.87% | +0.09% | +0.61% | |
| 29 | BATRAUSD | Liberty Media Corp-braves A | 股票-其他 | 0.85% | — | -0.94% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.83% | — | -0.73% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.82% | — | -32.08% | |
| 32 | PFE | Pfizer INC | 股票-醫療保健 | 0.81% | — | +9.25% | |
| 33 | PEP | Pepsico INC | 股票-非循環性消費 | 0.79% | — | +42.53% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | — | -0.79% | |
| 35 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.78% | — | -1.73% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.76% | — | +27.10% | |
| 37 | LUV | Southwest Airlines Co | 股票-工業 | 0.75% | — | +6.60% | |
| 38 | ✓ | U S G CORP | 股票-其他 | 0.75% | — | -0.01% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.73% | — | +0.66% | |
| 40 | BPRNUSD | THE Bank Of Princeton | 股票-其他 | 0.72% | — | -0.31% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.69% | — | +3.83% | |
| 42 | MMM | 3m Co | 股票-工業 | 0.68% | — | -0.92% | |
| 43 | APPN | Appian Corp-a | 股票-其他 | 0.67% | — | +1.02% | |
| 44 | PYPL | Paypal Holdings INC | 股票-金融 | 0.66% | — | +0.43% | |
| 45 | SIGI | Selective Insurance Group | 股票-金融 | 0.65% | — | — | |
| 46 | BA | Boeing Co/the | 股票-工業 | 0.65% | — | -1.69% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.65% | -0.15% | +0.08% | |
| 48 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.65% | — | +0.20% | |
| 49 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.61% | — | +37.05% | |
| 50 | DHR | Danaher CORP | 股票-醫療保健 | 0.61% | — | +7.74% |