CIK: 0001722641
申報總市值
US$41.8億
僅顯示前 200 大持股（共 1615 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 | 16.94% | +0.19% | +4.98% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.17% | — | +2.97% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 5.10% | — | +3.97% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.06% | +0.31% | +5.64% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.54% | -0.36% | +9.92% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.42% | +0.14% | +14.29% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.28% | -0.01% | +54.06% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.19% | -0.03% | +2.39% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | -0.65% | +4.37% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.73% | — | +16.88% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.59% | — | -0.12% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.55% | — | +3.13% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.11% | +2.52% | |
| 14 | HRC | Hill-rom Holdings INC | 股票-其他 | 1.18% | — | -0.63% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.13% | — | +33.66% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.98% | -0.22% | +5.23% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | — | -3.81% | |
| 18 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.85% | — | +1.19% | |
| 19 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.84% | -0.04% | +4.99% | |
| 20 | ALK | Alaska Air Group INC | 股票-工業 | 0.83% | — | -6.60% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.83% | — | -9.80% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.79% | — | +56.31% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.78% | — | +5.74% | |
| 24 | T | At&t INC | 股票-通訊服務 | 0.74% | — | -4.56% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.74% | -0.37% | -2.73% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.72% | — | -1.05% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | -0.35% | +4.54% | |
| 28 | PFE | Pfizer INC | 股票-醫療保健 | 0.70% | — | +0.52% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.69% | — | — | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.68% | -0.07% | +1.88% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | -0.11% | -0.80% | |
| 32 | ASMB | Assembly Biosciences, Inc. | 股票-其他 | 0.63% | — | — | |
| 33 | PEP | Pepsico INC | 股票-非循環性消費 | 0.60% | — | +3.67% | |
| 34 | BUSD | Barnes Group INC | 股票-其他 | 0.57% | — | -0.10% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.57% | — | +0.07% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.10% | -1.88% | |
| 37 | EPD | Enterprise Products Partners | 股票-能源 | 0.49% | — | +6.56% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | — | -18.00% | |
| 39 | KE | Kimball Electronics INC | 股票-其他 | 0.46% | — | — | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.46% | -0.03% | +16.28% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.45% | -0.07% | -2.83% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.45% | -0.16% | -11.48% | |
| 43 | BAC 7.25 PERP L | Bank Of America CORP | 股票-金融 | 0.43% | — | -14.98% | |
| 44 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 0.40% | — | -5.19% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.40% | — | -3.15% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.38% | — | -17.03% | |
| 47 | 9HI | Hillenbrand INC | 股票-其他 | 0.37% | -0.05% | EXIT | |
| 48 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.37% | — | -7.74% | |
| 49 | DUK | Duke Energy CORP | 股票-公用事業 | 0.36% | — | -3.29% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | -0.06% | -2.44% |