CIK: 0001480916
申報總市值
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僅顯示前 200 大持股（共 268 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 21.40% | — | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 7.98% | — | +3.45% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 6.70% | — | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.76% | — | +4.98% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.11% | — | -1.72% | |
| 6 | TROW | T Rowe Price Group INC | 股票-金融 | 3.12% | — | +86.05% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.62% | — | — | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.33% | — | +11.70% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.20% | — | +3.65% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.87% | — | — | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.85% | — | +3.52% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.81% | — | -3.91% | |
| 13 | AXSM | Axsome Therapeutics INC | 股票-醫療保健 | 1.38% | — | — | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.33% | — | -17.03% | |
| 15 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.33% | — | +1.43% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.08% | — | +4.83% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.04% | — | — | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.96% | — | +2.07% | |
| 19 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.88% | — | +9.40% | |
| 20 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.87% | — | -2.30% | |
| 21 | MKC-V | Mccormick & Co INC Vtg Com | 股票-其他 | 0.81% | — | -0.59% | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.78% | — | +7.04% | |
| 23 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.74% | — | +2.44% | |
| 24 | DHR | Danaher CORP | 股票-醫療保健 | 0.74% | — | -7.37% | |
| 25 | PEP | Pepsico INC | 股票-非循環性消費 | 0.73% | — | +5.57% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.64% | — | +68.90% | |
| 27 | PWR | Quanta Services INC | 股票-工業 | 0.63% | — | +0.05% | |
| 28 | ALGN | Align Technology INC | 股票-醫療保健 | 0.61% | — | +0.99% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.58% | — | +1.55% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | +3.03% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | — | +6.62% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.50% | — | — | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.45% | — | -31.28% | |
| 34 | PFE | Pfizer INC | 股票-醫療保健 | 0.44% | — | +8.20% | |
| 35 | UBER | Uber Technologies INC | 股票-工業 | 0.43% | — | — | |
| 36 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.43% | — | +13.39% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.40% | — | +0.14% | |
| 38 | FNB | Fnb CORP | 股票-金融 | 0.40% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | +0.88% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | — | +2.16% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.37% | — | +0.11% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.35% | — | +0.76% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.32% | — | +78.31% | |
| 44 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.32% | — | +43.28% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.30% | — | -5.37% | |
| 46 | SD2 | Sandy Spring Bancorp INC | 股票-其他 | 0.30% | — | -7.75% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.29% | — | +1.65% | |
| 48 | ABBV | Abbvie INC | 股票-醫療保健 | 0.28% | — | -2.54% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.27% | — | +10.57% | |
| 50 | HD | Home Depot INC | 股票-循環性消費 | 0.27% | — | -2.16% |