CIK: 0001425165
申報總市值
US$10.5億
僅顯示前 200 大持股（共 732 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 12.75% | -1.45% | +4.12% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.70% | — | +144.03% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-其他 | 4.95% | — | +11.37% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.86% | — | +16.51% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 3.49% | +0.83% | +10.53% | |
| 6 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 3.14% | — | +178.34% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.02% | — | +161.65% | |
| 8 | T | At&t INC | 股票-通訊服務 | 2.65% | — | -0.50% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.49% | +1.09% | -61.08% | |
| 10 | WDC | Western Digital CORP | 股票-科技 | 2.34% | — | +7.80% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.23% | -0.22% | -0.16% | |
| 12 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 2.01% | — | +9.35% | |
| 13 | PFE | Pfizer INC | 股票-醫療保健 | 1.99% | — | +4.51% | |
| 14 | ETN | Eaton Corporation plc | 股票-工業 | 1.97% | — | +2.87% | |
| 15 | DBL | Doubleline Opport Credit | 股票-其他 | 1.90% | — | +1.76% | |
| 16 | GOF | Guggenheim Strategic Opportunities Fund | 股票-其他 | 1.88% | — | -46.59% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.74% | -0.03% | +49.43% | |
| 18 | ABBV | Abbvie INC | 股票-醫療保健 | 1.68% | — | +4.39% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | -0.08% | -0.80% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.54% | — | +283.45% | |
| 21 | ED | Consolidated Edison INC | 股票-公用事業 | 1.53% | — | +5.52% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.41% | — | -3.50% | |
| 23 | PFXF | Vaneck Pref Sec X-financials | ETF-其他 | 1.36% | — | +7.87% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 1.25% | — | -1.57% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.23% | -0.19% | +9.33% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 1.23% | — | -1.02% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.22% | — | +11.32% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 1.19% | — | -2.44% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.18% | — | -4.52% | |
| 30 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.06% | — | +5.90% | |
| 31 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.98% | — | +12.34% | |
| 32 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.90% | — | +6.06% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.80% | -0.44% | +204.20% | |
| 34 | CELG | Celgene CORP | 股票-其他 | 0.76% | — | -2.64% | |
| 35 | VFH | Vanguard Financials ETF | ETF-其他 | 0.73% | — | +7.43% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.71% | — | +9.62% | |
| 37 | UTXZ | United Tech CORP | 股票-其他 | 0.64% | — | +324.97% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.58% | — | +6.37% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.57% | — | +14.61% | |
| 40 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 0.54% | — | +45.22% | |
| 41 | XNCMX | Nuveen Ca Amt-fr Muni INC | 股票-其他 | 0.54% | — | +2.37% | |
| 42 | XEVVX | Eaton Vance LTD Durat INC | 股票-其他 | 0.49% | — | +30.65% | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.49% | -0.46% | -13.39% | |
| 44 | NAC | Nuveen Ca Qlty Muni INC | 股票-其他 | 0.46% | — | +12.06% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | -0.03% | — | |
| 46 | MO | Altria Group INC | 股票-非循環性消費 | 0.43% | — | +36.40% | |
| 47 | NLYEUR | Annaly Capital Management In | 股票-其他 | 0.43% | — | +40.22% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.36% | — | +82.75% | |
| 49 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.36% | — | +40.81% | |
| 50 | CBSH | Commerce Bancshares INC | 股票-金融 | 0.32% | — | — |