CIK: 0001569173
申報總市值
US$3.3億
僅顯示前 200 大持股（共 371 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 | SCHH | Schwab US Reit ETF | ETF-其他 | 4.20% | -0.63% | -0.02% | |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 3.97% | -0.11% | +4.80% | |
| 3 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 3.07% | — | +1.34% | |
| 4 | FISV | Fiserv INC | 股票-其他 | 2.85% | -0.01% | -2.49% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.29% | -0.01% | +9.22% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.20% | — | +0.40% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.12% | +0.76% | +0.36% | |
| 8 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.06% | -0.34% | -0.84% | |
| 9 | EMLP | First Trust North American E | ETF-其他 | 2.01% | +0.67% | +4.79% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.98% | +0.02% | +4.81% | |
| 11 | ABBV | Abbvie INC | 股票-醫療保健 | 1.97% | -0.03% | -4.73% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | +0.41% | -3.65% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.73% | +0.03% | — | |
| 14 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 1.69% | -0.47% | +13.38% | |
| 15 | XLE | Ss Energy Select Sector | ETF-其他 | 1.65% | -0.21% | +1.87% | |
| 16 | INTC | Intel CORP | 股票-科技 | 1.64% | +0.10% | -0.74% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.63% | +0.05% | +0.12% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.62% | +0.03% | -1.13% | |
| 19 | UNP | Union Pacific CORP | 股票-工業 | 1.54% | +0.02% | +0.40% | |
| 20 | AFL | Aflac INC | 股票-金融 | 1.53% | — | +0.85% | |
| 21 | ITW | Illinois Tool Works | 股票-工業 | 1.52% | +0.08% | -5.66% | |
| 22 | AXP | American Express Company | 股票-金融 | 1.51% | — | -0.72% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.50% | — | -1.19% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.49% | — | +1.55% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.47% | — | — | |
| 26 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.46% | +0.15% | -0.82% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 1.44% | — | -1.54% | |
| 28 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.33% | — | -7.09% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.23% | — | -0.25% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 1.23% | -0.25% | +0.38% | |
| 31 | PEP | Pepsico INC | 股票-非循環性消費 | 1.21% | — | -4.36% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.21% | — | +5.12% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 1.06% | — | -4.42% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.05% | — | +3.90% | |
| 35 | HD | Home Depot INC | 股票-循環性消費 | 1.04% | — | -6.73% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.98% | — | -7.63% | |
| 37 | DHR | Danaher CORP | 股票-醫療保健 | 0.97% | — | +1.43% | |
| 38 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.93% | +0.02% | +0.98% | |
| 39 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.90% | -0.36% | +0.66% | |
| 40 | VDE | Vanguard Energy ETF | ETF-其他 | 0.89% | +0.22% | +9.09% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.87% | — | +2.27% | |
| 42 | OMC | Omnicom Group | 股票-通訊服務 | 0.87% | -0.39% | -1.60% | |
| 43 | UTXZ | United Tech CORP | 股票-其他 | 0.78% | +0.01% | -12.64% | |
| 44 | HUBG | Hub Group Inc-cl A | 股票-其他 | 0.77% | — | — | |
| 45 | JRS | Nuveen Real Estate Income | 股票-其他 | 0.74% | -0.11% | -5.44% | |
| 46 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.72% | — | — | |
| 47 | JWNUSD | Nordstrom INC | 股票-其他 | 0.69% | — | — | |
| 48 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.67% | — | -11.33% | |
| 49 | WMT | Walmart INC | 股票-非循環性消費 | 0.67% | — | -0.61% | |
| 50 | NEE | Nextera Energy INC | 股票-公用事業 | 0.66% | — | -10.26% |