CIK: 0001475896
申報總市值
US$14.3億
僅顯示前 200 大持股（共 1024 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 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 4.87% | — | +54.36% | |
| 2 | DFAT | Dimensional US Target Value | ETF-其他 | 4.82% | +0.95% | +22.64% | |
| 3 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 3.66% | — | +38.82% | |
| 4 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 3.49% | — | +37.55% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.43% | +0.82% | +24.16% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.65% | — | -0.57% | |
| 7 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.49% | — | -3.03% | |
| 8 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 2.41% | — | +73.38% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-其他 | 2.37% | -0.16% | — | |
| 10 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 2.31% | — | +78.63% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.96% | — | +0.72% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.90% | -0.44% | +3.23% | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.89% | -0.39% | +1.29% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.75% | — | -1.35% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | -0.33% | +14.52% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.71% | -0.57% | +0.82% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.46% | -0.23% | +0.59% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.38% | — | +2.74% | |
| 19 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.23% | — | +2.23% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.06% | -0.16% | +2.84% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.06% | — | +0.12% | |
| 22 | ✓ | Ishares Tr | 股票-其他 | 1.01% | — | +1.60% | |
| 23 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.01% | +0.04% | +16.25% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.10% | +23.37% | |
| 25 | ✓ | Ishares | 股票-其他 | 0.86% | — | +3.72% | |
| 26 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.85% | +0.02% | +16.81% | |
| 27 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.80% | — | +2.50% | |
| 28 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.67% | — | +22.33% | |
| 29 | HD | Home Depot INC | 股票-循環性消費 | 0.65% | -0.04% | +6.93% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.63% | -0.09% | +1.43% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.62% | -0.05% | +2.84% | |
| 32 | AXP | American Express Co | 股票-金融 | 0.62% | -0.13% | +0.48% | |
| 33 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.59% | -0.05% | +0.75% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | -0.11% | +3.29% | |
| 35 | ✓ | Ishares Tr | 股票-其他 | 0.58% | — | +5.28% | |
| 36 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-其他 | 0.58% | — | +5.42% | |
| 37 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.58% | — | +26.38% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.56% | — | +1.60% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.52% | -0.39% | -12.43% | |
| 40 | BSJL | Invesco Bulletshares 2021 Hi | ETF-其他 | 0.51% | — | +2.68% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.51% | — | -1.01% | |
| 42 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.50% | — | -1.90% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.49% | — | -0.38% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.49% | — | +1.86% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.49% | -0.06% | +1.52% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.48% | — | +3.95% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.48% | -0.20% | +292.27% | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.46% | — | +2.55% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | — | +6.18% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.46% | — | +4.24% |