CIK: 0001667102
申報總市值
US$3.1億
| # | 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 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 4.51% | — | — | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.46% | — | — | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.21% | +0.08% | — | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.77% | -0.09% | — | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 2.74% | -0.72% | — | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.59% | — | — | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.21% | -0.17% | — | |
| 8 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.20% | — | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.12% | +0.25% | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.12% | — | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.97% | -0.01% | — | |
| 12 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.93% | — | — | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.81% | +0.56% | — | |
| 14 | ITW | Illinois Tool Works | 股票-工業 | 1.63% | — | — | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.62% | +0.03% | — | |
| 16 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.60% | — | — | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.58% | -0.01% | — | |
| 18 | AMGN | Amgen INC | 股票-醫療保健 | 1.52% | — | — | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.47% | +0.02% | — | |
| 20 | BLKCHF | Blackrock INC | 股票-其他 | 1.44% | — | — | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.41% | — | — | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.40% | — | — | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 1.35% | +0.32% | — | |
| 24 | BTU | Peabody Energy Corporation | 股票-能源 | 1.29% | — | — | |
| 25 | ✓ | Anheuser Busch Co. | 股票-其他 | 1.27% | — | — | |
| 26 | CHD | Church & Dwight Co INC | 股票-非循環性消費 | 1.26% | — | — | |
| 27 | MMM | 3m Co | 股票-工業 | 1.23% | — | — | |
| 28 | SYK | Stryker CORP | 股票-醫療保健 | 1.20% | — | — | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.17% | — | — | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.17% | — | — | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.14% | +0.04% | — | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.13% | — | — | |
| 33 | MRK | Merck & Co., Inc. | 股票-醫療保健 | 1.02% | — | — | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.98% | — | — | |
| 35 | PKG | Packaging CORP Of America | 股票-循環性消費 | 0.94% | — | — | |
| 36 | ✓ | SPDR S&P Midcap 400 | 股票-其他 | 0.94% | — | — | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.94% | — | — | |
| 38 | CMI | Cummins INC | 股票-工業 | 0.87% | — | — | |
| 39 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.86% | — | — | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.82% | +0.09% | — | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | -0.05% | — | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.77% | — | — | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.77% | — | — | |
| 44 | PXGBX | Praxair INC | 股票-其他 | 0.75% | — | — | |
| 45 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 0.70% | — | — | |
| 46 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.70% | — | — | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.70% | — | — | |
| 48 | ABBV | Abbvie INC | 股票-醫療保健 | 0.69% | — | — | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.69% | +0.06% | — | |
| 50 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.68% | — | — |