CIK: 0001722641
申報總市值
US$41.8億
僅顯示前 200 大持股（共 1246 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 18.81% | +0.19% | — | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 6.45% | — | — | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.99% | — | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.68% | -0.36% | — | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.01% | -0.11% | — | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.89% | -0.01% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.87% | -0.03% | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | -0.65% | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.65% | — | — | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.45% | — | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.20% | +0.14% | — | |
| 12 | ASMB | Assembly Biosciences, Inc. | 股票-其他 | 1.12% | — | — | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.09% | — | — | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.98% | +0.31% | — | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.94% | — | — | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.92% | — | — | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 0.89% | — | — | |
| 18 | KE | Kimball Electronics INC | 股票-其他 | 0.85% | — | — | |
| 19 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 0.83% | — | — | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.82% | — | — | |
| 21 | PFE | Pfizer INC | 股票-醫療保健 | 0.80% | — | — | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.78% | -0.37% | — | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.77% | — | — | |
| 24 | BAC 7.25 PERP L | Bank Of America CORP | 股票-金融 | 0.77% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | -0.07% | — | |
| 26 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.75% | -0.04% | — | |
| 27 | T | At&t INC | 股票-通訊服務 | 0.72% | — | — | |
| 28 | C | Citigroup INC | 股票-金融 | 0.70% | — | — | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | +0.10% | — | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.68% | — | — | |
| 31 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 0.68% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.67% | -0.35% | — | |
| 33 | AMGN | Amgen INC | 股票-醫療保健 | 0.66% | — | — | |
| 34 | XLE | Ss Energy Select Sector | ETF-其他 | 0.65% | — | — | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | -0.11% | — | |
| 36 | EPD | Enterprise Products Partners | 股票-能源 | 0.63% | — | — | |
| 37 | WEP | Magellan Midstream Partners | 股票-其他 | 0.63% | — | — | |
| 38 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.61% | — | — | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | — | — | |
| 40 | PEP | Pepsico INC | 股票-非循環性消費 | 0.59% | — | — | |
| 41 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 0.56% | — | — | |
| 42 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.55% | — | — | |
| 43 | UPS | United Parcel Service-cl B | 股票-工業 | 0.51% | — | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.51% | — | — | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | -0.06% | — | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | -0.16% | — | |
| 47 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.47% | -0.22% | — | |
| 48 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.46% | — | — | |
| 49 | GCO | Genesco INC | 股票-其他 | 0.45% | — | — | |
| 50 | F | Ford Motor Co | 股票-循環性消費 | 0.45% | — | — |