CIK: 0001632554
申報總市值
US$11.1億
僅顯示前 200 大持股（共 321 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 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.84% | +0.26% | +6.33% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.02% | — | -3.00% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.75% | +0.05% | -0.15% | |
| 4 | XLF | Ss Financial Select Sector | ETF-其他 | 3.39% | — | +4.19% | |
| 5 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 3.17% | — | -1.25% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.10% | -0.62% | +275.44% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 2.82% | — | +10.32% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.80% | -0.27% | -1.40% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | — | +18.54% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.16% | — | +0.30% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.11% | — | -4.19% | |
| 12 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.74% | — | — | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.71% | — | -14.87% | |
| 14 | JKHY | Jack Henry & Associates INC | 股票-科技 | 1.69% | -0.18% | — | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.58% | — | +4.89% | |
| 16 | INTC | Intel CORP | 股票-科技 | 1.49% | — | +44.99% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 1.36% | +0.64% | — | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | -0.06% | +4.13% | |
| 19 | XLB | Ss Materials Select Sector | ETF-其他 | 1.24% | — | -18.05% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.22% | — | +39.39% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 1.11% | — | +56.40% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | — | -0.24% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.04% | — | -1.97% | |
| 24 | ✓ | Ishares | 股票-其他 | 1.03% | — | — | |
| 25 | ✓ | Ishares Tr | 股票-其他 | 1.03% | — | — | |
| 26 | AMT | American Tower CORP | 股票-房地產 | 0.97% | — | -3.33% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.97% | -0.04% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.96% | — | -1.02% | |
| 29 | HD | Home Depot INC | 股票-循環性消費 | 0.96% | — | -11.75% | |
| 30 | PEP | Pepsico INC | 股票-非循環性消費 | 0.93% | — | -6.31% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.93% | — | +59.23% | |
| 32 | DE | Deere & Co | 股票-工業 | 0.86% | -0.06% | -1.55% | |
| 33 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.82% | — | — | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.81% | — | +2.68% | |
| 35 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.81% | — | +9.85% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.81% | — | +50.00% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.77% | — | — | |
| 38 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.73% | — | +39.41% | |
| 39 | CAT | Caterpillar INC | 股票-工業 | 0.73% | +0.05% | +10.78% | |
| 40 | LARK | Landmark Bancorp INC | 股票-其他 | 0.73% | — | -3.76% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.71% | +0.30% | +1.15% | |
| 42 | BLKCHF | Blackrock INC | 股票-其他 | 0.71% | — | -2.16% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.68% | — | -7.01% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.68% | — | -50.24% | |
| 45 | CERNCHF | Cerner CORP | 股票-其他 | 0.67% | — | -0.69% | |
| 46 | T | At&t INC | 股票-通訊服務 | 0.66% | — | +15.42% | |
| 47 | VTV | Vanguard Value ETF | ETF-其他 | 0.66% | +0.31% | — | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.65% | -0.11% | +0.54% | |
| 49 | UNP | Union Pacific CORP | 股票-工業 | 0.64% | — | -15.89% | |
| 50 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.63% | — | -1.19% |