CIK: 0001475896
申報總市值
US$14.3億
僅顯示前 200 大持股（共 783 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 | 3.40% | — | +13.16% | |
| 2 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.92% | — | +35.89% | |
| 3 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.61% | — | -1.02% | |
| 4 | ✓ | Invesco Exch Trd Slf Idx Fd | 股票-其他 | 2.53% | — | — | |
| 5 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 2.47% | — | — | |
| 6 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 2.40% | — | — | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.36% | — | +11.90% | |
| 8 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 2.28% | — | — | |
| 9 | ✓ | 股票-其他 | 2.25% | — | — | ||
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.92% | -0.57% | -1.25% | |
| 11 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.71% | -0.39% | +149.03% | |
| 12 | BA | Boeing Co/the | 股票-工業 | 1.59% | — | +28.57% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.54% | — | +8.93% | |
| 14 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.43% | — | — | |
| 15 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.43% | — | — | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.38% | -0.16% | +4.11% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.31% | — | -7.91% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.25% | -0.33% | +2.79% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.10% | +0.90% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.12% | — | +2.95% | |
| 21 | ✓ | iShares S&P AMT-Free Municipal | 股票-其他 | 1.11% | — | -0.73% | |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.10% | — | +110.20% | |
| 23 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-其他 | 1.08% | — | +0.94% | |
| 24 | AAPL | Apple INC | 股票-科技 | 1.06% | -0.44% | +8.60% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.05% | +0.07% | +414.29% | |
| 26 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.05% | — | -4.38% | |
| 27 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.04% | — | — | |
| 28 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 1.04% | — | -0.01% | |
| 29 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.99% | — | +2.78% | |
| 30 | ✓ | Ishares Tr | 股票-其他 | 0.96% | — | +1.66% | |
| 31 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.96% | — | +5.28% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.92% | — | — | |
| 33 | ✓ | Rydex ETF Trust | ETF-其他 | 0.92% | — | — | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.89% | -0.04% | +2.71% | |
| 35 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.83% | — | -1.92% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.83% | — | +965.11% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.83% | -0.23% | +9.48% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.82% | -0.07% | +20.61% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.82% | — | +16.03% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.81% | — | +6.44% | |
| 41 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.81% | -0.05% | -1.77% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.81% | — | +3805.15% | |
| 43 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.79% | — | +23269.35% | |
| 44 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.78% | +0.04% | — | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.77% | — | +0.67% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.76% | — | +0.38% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.74% | — | +0.27% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | -0.11% | +2.88% | |
| 49 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.70% | — | +1.64% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.65% | — | +3396.12% |