CIK: 0001728121
申報總市值
US$9.0億
僅顯示前 200 大持股（共 544 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 | 4.98% | +0.84% | +1.71% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | -0.23% | +7.45% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.95% | +1.35% | +0.24% | |
| 4 | T | At&t INC | 股票-通訊服務 | 1.89% | — | -4.83% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.65% | — | +5.31% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 1.42% | -0.17% | +8.17% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.39% | +0.64% | +0.43% | |
| 8 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.38% | — | +5.37% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.14% | — | +1.27% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.08% | — | +2.73% | |
| 11 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.02% | — | +689.30% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.01% | — | +22.22% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.00% | -0.18% | +2.12% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.91% | — | +0.71% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.84% | -0.14% | -2.60% | |
| 16 | ADBE | Adobe INC | 股票-科技 | 0.83% | — | +1.42% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 0.78% | — | +1.06% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | — | -0.17% | |
| 19 | SFST | Southern First Bancshares | 股票-其他 | 0.77% | — | -9.72% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.71% | — | -0.48% | |
| 21 | BA | Boeing Co/the | 股票-工業 | 0.71% | — | -13.48% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.71% | -0.93% | -0.92% | |
| 23 | PFE | Pfizer INC | 股票-醫療保健 | 0.71% | — | +10.88% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.70% | — | +5.21% | |
| 25 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.69% | — | -6.71% | |
| 26 | AMGN | Amgen INC | 股票-醫療保健 | 0.68% | — | +107.16% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | — | +7.19% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.67% | — | +13.55% | |
| 29 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.66% | -0.13% | +3.25% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.66% | — | -42.18% | |
| 31 | PYPL | Paypal Holdings INC | 股票-金融 | 0.65% | — | +4.65% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | — | +2.81% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | — | -4.07% | |
| 34 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.62% | — | +24.68% | |
| 35 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.62% | — | +0.49% | |
| 36 | NYCBEUR | New York Community Bancorp | 股票-其他 | 0.60% | — | -5.23% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.59% | — | +43.46% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.54% | — | +3.45% | |
| 39 | MO | Altria Group INC | 股票-非循環性消費 | 0.54% | — | +13.89% | |
| 40 | QCOM | Qualcomm INC | 股票-科技 | 0.54% | — | +5.98% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.53% | — | +31.04% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.53% | — | +2.70% | |
| 43 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.52% | -0.19% | +37.37% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.47% | — | +17.19% | |
| 45 | ABBV | Abbvie INC | 股票-醫療保健 | 0.46% | — | +8.51% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.45% | — | +5.30% | |
| 47 | PEP | Pepsico INC | 股票-非循環性消費 | 0.45% | -0.16% | +5.30% | |
| 48 | GD | General Dynamics CORP | 股票-工業 | 0.45% | — | +2.33% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.45% | +0.25% | -1.26% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.45% | — | +1.37% |