CIK: 0001764049
申報總市值
US$12.1億
| # | 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 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 9.91% | +0.46% | — | |
| 2 | ✓ | Invesco Qqq Trust | 股票-其他 | 7.64% | — | — | |
| 3 | ✓ | Standard BioTools Inc. | 股票-其他 | 5.14% | — | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.70% | — | — | |
| 5 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 4.64% | — | — | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.59% | — | — | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.28% | — | — | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.92% | -0.19% | — | |
| 9 | ✓ | Alphabet Inc. | 股票-其他 | 2.25% | -0.29% | — | |
| 10 | ✓ | Spdr Portfolio Total Stock Mar | 股票-其他 | 2.20% | — | — | |
| 11 | ✓ | Visa Inc. | 股票-其他 | 2.01% | -0.11% | — | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.92% | +0.25% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.89% | -0.25% | — | |
| 14 | PFE | Pfizer INC | 股票-醫療保健 | 1.61% | — | — | |
| 15 | ✓ | Costco Wholesale Corporation | 股票-其他 | 1.54% | +0.11% | — | |
| 16 | ✓ | UnitedHealth Group Incorporated | 股票-其他 | 1.53% | — | — | |
| 17 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.50% | — | — | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.50% | +0.48% | — | |
| 19 | HON | Honeywell International INC | 股票-工業 | 1.43% | — | — | |
| 20 | ✓ | Ark Innovation ETF | ETF-其他 | 1.36% | — | — | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.32% | — | — | |
| 22 | ✓ | Alphabet Inc. | 股票-其他 | 1.25% | — | — | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.18% | — | — | |
| 24 | ✓ | AbbVie Inc. | 股票-其他 | 1.16% | — | — | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.13% | — | — | |
| 26 | ✓ | FedEx Corporation | 股票-其他 | 1.09% | — | — | |
| 27 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 1.04% | — | — | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.97% | -0.74% | — | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.91% | -0.20% | — | |
| 30 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.90% | +0.06% | — | |
| 31 | ✓ | Zoetis Inc. | 股票-其他 | 0.87% | — | — | |
| 32 | WMT | Walmart INC | 股票-非循環性消費 | 0.86% | — | — | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.82% | — | — | |
| 34 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.82% | — | — | |
| 35 | ✓ | BlackRock, Inc. | 股票-其他 | 0.75% | — | — | |
| 36 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.74% | — | — | |
| 37 | ✓ | PayPal Holdings, Inc. | 股票-其他 | 0.74% | — | — | |
| 38 | ✓ | Spdr Series Trust S&p Biotech | 股票-其他 | 0.73% | — | — | |
| 39 | ✓ | J P Morgan Chase And Co | 股票-其他 | 0.71% | -0.24% | — | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.67% | — | — | |
| 41 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.66% | — | — | |
| 42 | ✓ | Novartis AG | 股票-其他 | 0.64% | — | — | |
| 43 | IP | International Paper Co | 股票-循環性消費 | 0.59% | — | — | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.54% | — | — | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | — | — | |
| 46 | ✓ | Blackstone Inc. | 股票-其他 | 0.52% | — | — | |
| 47 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.52% | — | — | |
| 48 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.52% | — | — | |
| 49 | ✓ | Adobe Inc. | 股票-其他 | 0.50% | — | — | |
| 50 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.47% | — | — |