CIK: 0001728121
申報總市值
US$9.0億
僅顯示前 200 大持股（共 2222 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 | AAPL | Apple INC | 股票-科技 | 4.76% | +0.84% | +23.33% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.29% | +1.35% | +89.64% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.93% | +0.64% | +119.71% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | -0.23% | -0.05% | |
| 5 | T | At&t INC | 股票-通訊服務 | 1.52% | — | +3.91% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.47% | — | +5.77% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 1.28% | -0.17% | +0.63% | |
| 8 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.18% | — | +3.26% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.12% | — | -2.89% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.03% | — | -0.31% | |
| 11 | NYCBEUR | New York Community Bancorp | 股票-其他 | 1.00% | — | +77.65% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.95% | — | -6.74% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | -0.14% | +1.37% | |
| 14 | ADBE | Adobe INC | 股票-科技 | 0.86% | — | -35.04% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.83% | — | -7.77% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 0.77% | — | +11.33% | |
| 17 | BA | Boeing Co/the | 股票-工業 | 0.74% | — | +1.56% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | -0.18% | +0.15% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.73% | — | -5.14% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.70% | -0.93% | +1.27% | |
| 21 | PFE | Pfizer INC | 股票-醫療保健 | 0.68% | — | -5.14% | |
| 22 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 0.68% | — | +0.85% | |
| 23 | ISBCUSD | Investors Bancorp INC | 股票-其他 | 0.65% | — | +176.87% | |
| 24 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.63% | — | +6.69% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.62% | — | +2.74% | |
| 26 | MO | Altria Group INC | 股票-非循環性消費 | 0.62% | — | +15.07% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | — | -7.71% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | — | -1.13% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.61% | — | +4.96% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.60% | — | -0.79% | |
| 31 | STL | Sterling Bancorp/de | 股票-其他 | 0.58% | — | +154.41% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.58% | -0.13% | +0.78% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.57% | — | +2.92% | |
| 34 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.57% | — | +0.50% | |
| 35 | PYPL | Paypal Holdings INC | 股票-金融 | 0.56% | — | +3.70% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.53% | — | +2.40% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.53% | — | -2.69% | |
| 38 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.48% | — | -8.84% | |
| 39 | ABBV | Abbvie INC | 股票-醫療保健 | 0.47% | — | +9.97% | |
| 40 | RDN | Radian Group INC | 股票-金融 | 0.46% | — | +49.88% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | +3.19% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.45% | +0.44% | -8.96% | |
| 43 | BKH | Black Hills CORP | 股票-公用事業 | 0.44% | — | -1.78% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.42% | — | -0.58% | |
| 45 | PM | Philip Morris International | 股票-非循環性消費 | 0.42% | — | +11.86% | |
| 46 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.41% | — | +4.50% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.40% | +0.25% | +0.41% | |
| 48 | NFLX | Netflix INC | 股票-通訊服務 | 0.39% | -0.21% | +0.93% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.39% | — | +2.45% | |
| 50 | GD | General Dynamics CORP | 股票-工業 | 0.38% | — | -10.90% |