CIK: 0001475896
申報總市值
US$14.3億
僅顯示前 200 大持股（共 678 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 | 4.05% | — | -6.54% | |
| 2 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 3.76% | — | -15.28% | |
| 3 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 3.10% | — | -25.09% | |
| 4 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.88% | -0.23% | -5.67% | |
| 5 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.75% | — | +16.81% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.50% | — | -17.27% | |
| 7 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 2.43% | — | -39.07% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.28% | — | -18.72% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.10% | -0.44% | -21.58% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.88% | — | -3.34% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | -0.33% | -15.07% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.78% | — | -19.47% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.72% | -0.57% | -27.31% | |
| 14 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.70% | -0.39% | -36.49% | |
| 15 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.60% | — | -14.25% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.54% | -0.16% | -11.39% | |
| 17 | ✓ | Ishares Tr | 股票-其他 | 1.42% | — | +168.23% | |
| 18 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.22% | — | -36.87% | |
| 19 | ✓ | Ishares | 股票-其他 | 1.20% | — | +138.18% | |
| 20 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.10% | — | +175.67% | |
| 21 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.10% | — | -36.27% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.05% | -0.09% | -6.10% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.10% | -18.72% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | -0.39% | -19.79% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.86% | -0.05% | -22.08% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.83% | — | -4.49% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.80% | — | -13.25% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.79% | -0.04% | -16.05% | |
| 29 | ✓ | Ishares Tr | 股票-其他 | 0.77% | — | — | |
| 30 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.76% | -0.05% | -16.20% | |
| 31 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-其他 | 0.76% | — | +666.79% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.75% | — | -14.64% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | -0.11% | -13.08% | |
| 34 | BSJL | Invesco Bulletshares 2021 Hi | ETF-其他 | 0.70% | — | -40.55% | |
| 35 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.69% | +0.04% | -44.33% | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.68% | — | -16.57% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.67% | — | -16.31% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.65% | -0.13% | -19.56% | |
| 39 | BA | Boeing Co/the | 股票-工業 | 0.64% | — | -23.62% | |
| 40 | CAT | Caterpillar INC | 股票-工業 | 0.63% | — | -25.29% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.61% | -0.06% | -9.83% | |
| 42 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.60% | — | -22.94% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.60% | — | -6.11% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.60% | — | -11.13% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.59% | — | -15.22% | |
| 46 | TXN | Texas Instruments INC | 股票-科技 | 0.57% | — | -21.29% | |
| 47 | WMT | Walmart INC | 股票-非循環性消費 | 0.55% | — | -23.70% | |
| 48 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.55% | +0.02% | -44.55% | |
| 49 | ✓ | Ishares Tr | 股票-其他 | 0.54% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | -0.06% | -15.80% |