CIK: 0001722641
申報總市值
US$41.8億
僅顯示前 200 大持股（共 1861 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 | 16.82% | +0.19% | +5.64% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.81% | — | +7.79% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.73% | — | +5.69% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.17% | +0.31% | +33.83% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.08% | -0.36% | +1.57% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.21% | +0.14% | +0.97% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.07% | -0.03% | +14.70% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.75% | -0.65% | -0.24% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.61% | — | +77.69% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.60% | — | +6.82% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.57% | — | +61.90% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.52% | -0.01% | +6.51% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | -0.11% | +1.56% | |
| 14 | HRC | Hill-rom Holdings INC | 股票-其他 | 1.09% | — | +18894.85% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | — | +0.91% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.94% | -0.22% | +23.66% | |
| 17 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.88% | — | +0.28% | |
| 18 | ALK | Alaska Air Group INC | 股票-工業 | 0.87% | — | — | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.86% | — | -0.71% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.82% | — | +7.38% | |
| 21 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.81% | -0.04% | +2.03% | |
| 22 | T | At&t INC | 股票-通訊服務 | 0.80% | — | +7.42% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.76% | — | +4.05% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.76% | — | +17.93% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | -0.37% | -7.41% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | -0.35% | +0.88% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.66% | — | — | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | -0.07% | +3.93% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.66% | — | -1.56% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | -0.11% | +2.42% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.64% | — | -4.33% | |
| 32 | ASMB | Assembly Biosciences, Inc. | 股票-其他 | 0.62% | — | +99900.00% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.59% | — | -1.49% | |
| 34 | BUSD | Barnes Group INC | 股票-其他 | 0.58% | — | +0.10% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.10% | -6.11% | |
| 36 | PEP | Pepsico INC | 股票-非循環性消費 | 0.57% | — | -1.42% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.56% | -0.16% | +9.36% | |
| 38 | KE | Kimball Electronics INC | 股票-其他 | 0.53% | — | +21.96% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.52% | — | -4.37% | |
| 40 | XLE | Ss Energy Select Sector | ETF-其他 | 0.51% | — | -10.78% | |
| 41 | BAC 7.25 PERP L | Bank Of America CORP | 股票-金融 | 0.50% | — | +12.23% | |
| 42 | EPD | Enterprise Products Partners | 股票-能源 | 0.48% | — | +0.86% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.47% | -0.07% | +12.33% | |
| 44 | 9HI | Hillenbrand INC | 股票-其他 | 0.46% | -0.05% | EXIT | |
| 45 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 0.41% | — | +5.19% | |
| 46 | WMT | Walmart INC | 股票-非循環性消費 | 0.41% | -0.03% | +16.33% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.40% | — | -12.61% | |
| 48 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.39% | — | -28.64% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | -0.06% | +6.06% | |
| 50 | DUK | Duke Energy CORP | 股票-公用事業 | 0.34% | — | +3.72% |