CIK: 0001750405
申報總市值
US$5.5億
| # | 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 | VUG | Vanguard Growth ETF | ETF-其他 | 4.24% | — | — | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 3.41% | — | — | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.95% | — | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.63% | — | — | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.51% | — | — | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.50% | — | — | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.44% | — | — | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.14% | — | — | |
| 9 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 2.02% | — | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.35% | — | |
| 11 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 1.64% | — | — | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.64% | — | — | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.59% | — | — | |
| 14 | T | At&t INC | 股票-通訊服務 | 1.52% | — | — | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.49% | — | — | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.48% | — | — | |
| 17 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 1.41% | — | — | |
| 18 | INTC | Intel CORP | 股票-科技 | 1.34% | — | — | |
| 19 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 1.21% | — | — | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.15% | — | — | |
| 21 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.09% | — | — | |
| 22 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.08% | — | — | |
| 23 | MMM | 3m Co | 股票-工業 | 0.99% | -0.25% | — | |
| 24 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.97% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.96% | — | — | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | — | — | |
| 27 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.93% | — | — | |
| 28 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 0.89% | — | — | |
| 29 | BA | Boeing Co/the | 股票-工業 | 0.87% | — | — | |
| 30 | VFH | Vanguard Financials ETF | ETF-其他 | 0.86% | — | — | |
| 31 | NEE | Nextera Energy INC | 股票-公用事業 | 0.85% | — | — | |
| 32 | SO | Southern Co/the | 股票-公用事業 | 0.83% | — | — | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.82% | — | — | |
| 34 | GLW | Corning INC | 股票-科技 | 0.79% | +0.56% | — | |
| 35 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.79% | — | — | |
| 36 | PEP | Pepsico INC | 股票-非循環性消費 | 0.79% | — | — | |
| 37 | IRM | Iron Mountain INC | 股票-房地產 | 0.77% | — | — | |
| 38 | MO | Altria Group INC | 股票-非循環性消費 | 0.76% | — | — | |
| 39 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.74% | — | — | |
| 40 | DUK | Duke Energy CORP | 股票-公用事業 | 0.73% | — | — | |
| 41 | QCOM | Qualcomm INC | 股票-科技 | 0.73% | -0.27% | — | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.72% | — | — | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.69% | — | — | |
| 44 | ✓ | Blackrock Munihldgs Fd Ii In | 股票-其他 | 0.67% | — | — | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.66% | — | — | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.64% | — | — | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | — | |
| 48 | GIS | General Mills INC | 股票-非循環性消費 | 0.63% | — | — | |
| 49 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.63% | — | — | |
| 50 | WM | Waste Management INC | 股票-工業 | 0.63% | +0.28% | — |