CIK: 0001800911
申報總市值
US$2.7億
僅顯示前 200 大持股（共 453 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.77% | +0.21% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.62% | -0.77% | — | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.86% | +0.06% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.40% | -0.25% | — | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.34% | +0.03% | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.84% | -0.30% | — | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.75% | — | — | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.69% | -0.21% | — | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.66% | +0.16% | — | |
| 10 | AMGN | Amgen INC | 股票-醫療保健 | 1.61% | — | — | |
| 11 | INTU | Intuit INC | 股票-科技 | 1.61% | -0.51% | — | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 1.33% | -0.16% | — | |
| 13 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 1.29% | — | — | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.24% | — | — | |
| 15 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.21% | — | — | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.21% | — | — | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.20% | +0.47% | — | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.17% | — | — | |
| 19 | PEP | Pepsico INC | 股票-非循環性消費 | 1.13% | +0.09% | — | |
| 20 | ADBE | Adobe INC | 股票-科技 | 1.02% | -0.14% | — | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.01% | +0.07% | — | |
| 22 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.00% | — | — | |
| 23 | ACN | Accenture plc | 股票-科技 | 0.99% | -0.15% | — | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.99% | — | — | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.96% | — | — | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.93% | -0.12% | — | |
| 27 | UTXZ | United Tech CORP | 股票-其他 | 0.90% | — | — | |
| 28 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.89% | — | — | |
| 29 | CI | THE Cigna Group | 股票-醫療保健 | 0.88% | — | — | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | +0.11% | — | |
| 31 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.81% | — | — | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.77% | — | — | |
| 33 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.77% | — | — | |
| 34 | T | At&t INC | 股票-通訊服務 | 0.71% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | — | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.68% | +0.22% | — | |
| 37 | AXP | American Express Co | 股票-金融 | 0.66% | -0.17% | — | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.66% | — | — | |
| 39 | NEE | Nextera Energy INC | 股票-公用事業 | 0.66% | — | — | |
| 40 | TIFEUR | Tiffany & Co | 股票-其他 | 0.66% | — | — | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.65% | — | — | |
| 42 | ENVUSD | Envestnet INC | 股票-其他 | 0.64% | — | — | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | -0.79% | — | |
| 44 | TTC | Toro Co | 股票-工業 | 0.62% | — | — | |
| 45 | ROL | Rollins INC | 股票-循環性消費 | 0.62% | — | — | |
| 46 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.61% | — | — | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.59% | — | — | |
| 48 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.59% | +0.03% | — | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.59% | — | — | |
| 50 | UPS | United Parcel Service-cl B | 股票-工業 | 0.58% | — | — |