CIK: 0001575581
申報總市值
US$19.3億
僅顯示前 200 大持股（共 208 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.85% | +0.24% | +4.46% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.04% | +0.36% | +0.19% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.70% | -0.36% | -1.23% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.51% | — | — | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.61% | +0.04% | -2.41% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.90% | +0.02% | -0.64% | |
| 7 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.69% | -0.29% | +4.33% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.68% | +0.05% | +0.97% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | — | -10.69% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.40% | +0.20% | -4.66% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.39% | — | +17.50% | |
| 12 | ACN | Accenture plc | 股票-科技 | 1.35% | — | -3.91% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.33% | +0.68% | -17.62% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | +0.04% | -3.83% | |
| 15 | NEE | Nextera Energy INC | 股票-公用事業 | 1.29% | — | +290.35% | |
| 16 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.27% | — | -7.09% | |
| 17 | HON | Honeywell International INC | 股票-工業 | 1.24% | — | -4.04% | |
| 18 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 1.24% | — | +5.70% | |
| 19 | TXN | Texas Instruments INC | 股票-科技 | 1.23% | +0.34% | -4.80% | |
| 20 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.21% | — | -4.77% | |
| 21 | HD | Home Depot INC | 股票-循環性消費 | 1.21% | — | -4.13% | |
| 22 | WMT | Walmart INC | 股票-非循環性消費 | 1.20% | -0.36% | -4.60% | |
| 23 | DHR | Danaher CORP | 股票-醫療保健 | 1.20% | — | -12.45% | |
| 24 | SYY | Sysco CORP | 股票-非循環性消費 | 1.19% | — | -4.53% | |
| 25 | SYK | Stryker CORP | 股票-醫療保健 | 1.17% | — | -3.64% | |
| 26 | GRMN | Garmin Ltd. | 股票-科技 | 1.16% | — | -5.44% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.16% | — | -2.87% | |
| 28 | INTU | Intuit INC | 股票-科技 | 1.13% | -0.60% | EXIT | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | -0.01% | -2.70% | |
| 30 | ADP | Automatic Data Processing | 股票-科技 | 1.08% | — | -4.40% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.07% | -0.22% | -3.98% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.06% | — | — | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.03% | — | -0.80% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.02% | — | -2.29% | |
| 35 | UNP | Union Pacific CORP | 股票-工業 | 1.01% | +0.01% | -6.89% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 1.01% | +0.03% | +2.18% | |
| 37 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.01% | -0.11% | +216.87% | |
| 38 | APD | Air Products & Chemicals INC | 股票-原物料 | 1.00% | — | -4.11% | |
| 39 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.00% | — | -3.94% | |
| 40 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.97% | — | +153.58% | |
| 41 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.92% | — | +3.84% | |
| 42 | EQIX | Equinix INC | 股票-房地產 | 0.92% | — | -4.50% | |
| 43 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.92% | — | — | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.89% | — | -4.08% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.89% | — | +0.60% | |
| 46 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.88% | — | +1.52% | |
| 47 | MDT | Medtronic plc | 股票-醫療保健 | 0.87% | — | -2.43% | |
| 48 | AMT | American Tower CORP | 股票-房地產 | 0.87% | — | -3.89% | |
| 49 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.86% | — | -3.14% | |
| 50 | CTAS | Cintas CORP | 股票-工業 | 0.86% | — | -4.35% |