CIK: 0001587836
申報總市值
US$11.5億
僅顯示前 200 大持股（共 209 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 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 7.89% | +0.59% | +6.68% | |
| 2 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 2.96% | — | +6.15% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.62% | +0.04% | +6.94% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.39% | -0.24% | +2.93% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.91% | — | +0.34% | |
| 6 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.73% | — | +4.29% | |
| 7 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.69% | — | +3.12% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.68% | -0.10% | +0.79% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.62% | -0.05% | -0.16% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.60% | — | -0.60% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.58% | +1.09% | +9.82% | |
| 12 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.58% | +0.18% | +0.22% | |
| 13 | PEP | Pepsico INC | 股票-非循環性消費 | 1.45% | -0.07% | +0.70% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.36% | +0.01% | +0.94% | |
| 15 | IDV | Ishares International Select | ETF-其他 | 1.35% | — | +6.38% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.29% | +0.02% | +0.44% | |
| 17 | EMR | Emerson Electric Co | 股票-工業 | 1.28% | — | +48.42% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | +0.13% | +1.44% | |
| 19 | ENB | Enbridge INC | 股票-能源 | 1.21% | — | +1.31% | |
| 20 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.21% | -4.09% | +9.61% | |
| 21 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.21% | — | -4.86% | |
| 22 | QCOM | Qualcomm INC | 股票-科技 | 1.19% | — | +24.09% | |
| 23 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.14% | — | -11.96% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.11% | — | +2.59% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.10% | +0.05% | -0.76% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.08% | — | +0.60% | |
| 27 | MMM | 3m Co | 股票-工業 | 1.08% | — | -0.58% | |
| 28 | AIG | American International Group | 股票-金融 | 1.07% | — | +0.31% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.03% | — | +2.76% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 1.02% | — | +16.77% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | — | -0.01% | |
| 32 | MCHP | Microchip Technology INC | 股票-科技 | 0.96% | -0.02% | +1.24% | |
| 33 | COP | Conocophillips | 股票-能源 | 0.96% | — | +1.00% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | -0.01% | +1.25% | |
| 35 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.90% | — | -0.39% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | — | +2.41% | |
| 37 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 0.87% | — | -2.36% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.86% | -0.02% | -0.20% | |
| 39 | SYF | Synchrony Financial | 股票-金融 | 0.85% | — | +4.76% | |
| 40 | F | Ford Motor Co | 股票-循環性消費 | 0.84% | — | +4.61% | |
| 41 | DFSEUR | Discover Financial Services | 股票-其他 | 0.84% | — | +0.85% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.84% | — | +14.84% | |
| 43 | FISV | Fiserv INC | 股票-其他 | 0.82% | — | -1.09% | |
| 44 | AXP | American Express Co | 股票-金融 | 0.79% | — | +13.74% | |
| 45 | ✓ | 股票-其他 | 0.76% | — | — | ||
| 46 | SYK | Stryker CORP | 股票-醫療保健 | 0.76% | — | -1.65% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.73% | — | -1.97% | |
| 48 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.73% | — | +3.46% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.71% | — | +2.61% | |
| 50 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.71% | — | -1.78% |