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 | 4.87% | — | +0.13% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.34% | — | -4.54% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.19% | +0.08% | -2.39% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.77% | — | +2.65% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.68% | -0.09% | -1.12% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.35% | +0.56% | +3.37% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.35% | — | -1.01% | |
| 8 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.08% | — | -3.46% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.99% | -0.17% | -4.73% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.95% | -0.01% | -2.53% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.80% | +0.25% | +3.26% | |
| 12 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.77% | — | -0.17% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.75% | +0.03% | -0.75% | |
| 14 | ITW | Illinois Tool Works | 股票-工業 | 1.69% | — | -4.37% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.68% | +0.02% | +2.49% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.60% | -0.72% | +2.28% | |
| 17 | AMGN | Amgen INC | 股票-醫療保健 | 1.58% | — | +2.04% | |
| 18 | BLKCHF | Blackrock INC | 股票-其他 | 1.54% | — | -2.78% | |
| 19 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.45% | — | -1.21% | |
| 20 | BTU | Peabody Energy Corporation | 股票-能源 | 1.44% | — | — | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.36% | — | -1.12% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.31% | +0.04% | +12.52% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.23% | — | +1.08% | |
| 24 | MMM | 3m Co | 股票-工業 | 1.23% | — | -2.59% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 1.21% | — | -4.26% | |
| 26 | SYK | Stryker CORP | 股票-醫療保健 | 1.17% | — | -4.88% | |
| 27 | ✓ | Anheuser Busch Co. | 股票-其他 | 1.16% | — | +25.00% | |
| 28 | CHD | Church & Dwight Co INC | 股票-非循環性消費 | 1.10% | — | -3.14% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.06% | — | -3.02% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 1.05% | -0.05% | -1.27% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.98% | — | -1.34% | |
| 32 | PKG | Packaging CORP Of America | 股票-循環性消費 | 0.97% | — | -7.43% | |
| 33 | ✓ | Whole Foods Mkt INC | 股票-其他 | 0.95% | — | -2.62% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.91% | +0.09% | -1.12% | |
| 35 | ✓ | SPDR S&P Midcap 400 | 股票-其他 | 0.88% | — | +0.12% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.88% | +0.32% | +3.95% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.87% | — | +3.08% | |
| 38 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.86% | — | -0.15% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.84% | — | -13.52% | |
| 40 | VFC | Vf CORP | 股票-循環性消費 | 0.84% | — | +251.09% | |
| 41 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.83% | — | +29.17% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.81% | — | -3.64% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.80% | — | -3.77% | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.80% | — | +2.38% | |
| 45 | MRK | Merck & Co., Inc. | 股票-醫療保健 | 0.79% | — | -5.22% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.78% | +0.06% | -4.24% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.78% | — | -4.78% | |
| 48 | PXGBX | Praxair INC | 股票-其他 | 0.77% | — | -2.97% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.74% | -0.01% | +0.38% | |
| 50 | ABBV | Abbvie INC | 股票-醫療保健 | 0.72% | — | -3.21% |