CIK: 0001660203
申報總市值
US$10.0億
僅顯示前 200 大持股（共 627 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 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 7.46% | — | +5.74% | |
| 2 | SCHR | Schwab Intermediate-term US | ETF-其他 | 6.35% | — | +2.92% | |
| 3 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 6.08% | — | -4.82% | |
| 4 | ✓ | Ishares Tr | 股票-其他 | 5.35% | — | +3.15% | |
| 5 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 5.14% | — | +2.97% | |
| 6 | MBB | Ishares Mbs ETF | ETF-其他 | 4.09% | — | +1.99% | |
| 7 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 4.03% | — | -4.92% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.74% | — | +22.12% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.17% | — | +6.45% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.65% | — | -5.97% | |
| 11 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.23% | — | -8.15% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 1.49% | — | +2.43% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.29% | — | -0.62% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.21% | — | +3.28% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.01% | — | +3.16% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.95% | — | +10.87% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | — | +79.37% | |
| 18 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.80% | — | -51.00% | |
| 19 | MMM | 3m Co | 股票-工業 | 0.80% | — | +1.08% | |
| 20 | USB | US Bancorp | 股票-金融 | 0.75% | — | +9.96% | |
| 21 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.74% | — | +6.08% | |
| 22 | BA | Boeing Co/the | 股票-工業 | 0.71% | — | -4.21% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.71% | — | +2.18% | |
| 24 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.69% | — | -6.12% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.65% | — | +1.30% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | — | +1.55% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.63% | — | +38.47% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.63% | — | +5.62% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.61% | — | +1.99% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | — | +9.89% | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.57% | — | +2.62% | |
| 32 | PFE | Pfizer INC | 股票-醫療保健 | 0.56% | — | -2.43% | |
| 33 | TGT | Target CORP | 股票-循環性消費 | 0.56% | — | -2.65% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.53% | — | +45.17% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.53% | — | +2.56% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.51% | — | -0.14% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.47% | — | +1.41% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | — | +2.05% | |
| 39 | EMR | Emerson Electric Co | 股票-工業 | 0.44% | — | +0.19% | |
| 40 | DRI | Darden Restaurants INC | 股票-循環性消費 | 0.44% | — | -4.86% | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.44% | — | +5.46% | |
| 42 | ETN | Eaton Corporation plc | 股票-工業 | 0.42% | — | +3.64% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.42% | — | +0.64% | |
| 44 | BP | Bp Plc-spons Adr | 股票-能源 | 0.42% | — | +2.13% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.42% | — | +4.15% | |
| 46 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.41% | — | +3.08% | |
| 47 | MDT | Medtronic plc | 股票-醫療保健 | 0.41% | — | -5.03% | |
| 48 | D | Dominion Energy INC | 股票-公用事業 | 0.40% | — | -1.65% | |
| 49 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.40% | — | -5.46% | |
| 50 | ORI | Old Republic Intl CORP | 股票-金融 | 0.40% | — | +1.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHA | Schwab US Small-cap ETF | +0.7% | +22.12% | 加碼 |
| 2 | JNJ | Johnson & Johnson | +0.4% | +79.37% | 加碼 |
| 3 | SCHF | Schwab Intl Equity ETF | +0.2% | +5.74% | 加碼 |
| 4 | AMZN | Amazon.com INC | +0.2% | +45.17% | 加碼 |
| 5 | CI | The Cigna Group | +0.2% | +1314.10% | 加碼 |
| 6 | LOGMEUR | Logmein INC | +0.2% | +52864.71% | 加碼 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.2% | +38.47% | 加碼 |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.1% | +10.87% | 加碼 |
| 9 | AAPL | Apple INC | +0.1% | +2.62% | 加碼 |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +50.31% | 加碼 |
| 11 | USB | US Bancorp | +0.1% | +9.96% | 加碼 |
| 12 | PFE | Pfizer INC | +0.1% | -2.43% | 減碼 |
| 13 | SCHX | Schwab US Large-cap ETF | +0.1% | +3.16% | 加碼 |
| 14 | CSCO | Cisco Systems INC | +0.1% | +1.55% | 加碼 |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +6.45% | 加碼 |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | +9.89% | 加碼 |
| 17 | ETN | Eaton Corporation plc | +0.1% | +3.64% | 加碼 |
| 18 | MSFT | Microsoft CORP | +0.1% | -0.14% | 減碼 |
| 19 | TGT | Target CORP | +0.1% | -2.65% | 減碼 |
| 20 | MMM | 3m Co | 0% | +1.08% | 加碼 |
| 21 | ORI | Old Republic Intl CORP | 0% | +1.59% | 加碼 |
| 22 | BAC | Bank Of America CORP | 0% | +17.33% | 加碼 |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +509.39% | 加碼 |
| 24 | FREL | Fidelity Msci Rl Est Indx | 0% | +75.86% | 加碼 |
| 25 | IBM | Intl Business Machines CORP | 0% | +2.56% | 加碼 |
| 26 | IHF | Ishares U.s. Healthcare Prov | 0% | +1.51% | 加碼 |
| 27 | EMR | Emerson Electric Co | 0% | +0.19% | 加碼 |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +5.62% | 加碼 |
| 29 | BA | Boeing Co/the | 0% | -4.21% | 減碼 |
| 30 | RSPH | Invesco S&p 500 Equal Weight | 0% | -8.15% | 減碼 |
| 31 | ✓ | Ishares Tr | 0% | +3.15% | 加碼 |
| 32 | BSCK | Invesco Bulletshares 2020 Co | 0% | +2.97% | 加碼 |
| 33 | MHK | Mohawk Industries INC | -0.1% | -6.43% | 減碼 |
| 34 | VMWEUR | Vmware Inc-class A | -0.1% | -51.13% | 減碼 |
| 35 | POWA | Invesco Bloomberg Pricing Po | -0.1% | -4.92% | 減碼 |
| 36 | MCHP | Microchip Technology INC | -0.1% | -13.33% | 減碼 |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -99.01% | 減碼 |
| 38 | MLM | Martin Marietta Materials | -0.1% | -7.84% | 減碼 |
| 39 | WFC | Wells Fargo & Co | -0.1% | +2.43% | 加碼 |
| 40 | THO | Thor Industries INC | -0.1% | -50.83% | 減碼 |
| 41 | MBB | Ishares Mbs ETF | -0.1% | +1.99% | 加碼 |
| 42 | SCHR | Schwab Intermediate-term US | -0.1% | +2.92% | 加碼 |
| 43 | IFF | Intl Flavors & Fragrances | -0.2% | -87.40% | 減碼 |
| 44 | ✓ | Groupe Cgi INC | -0.2% | -76.02% | 減碼 |
| 45 | LRCXEUR | Lam Research CORP | -0.2% | -97.87% | 減碼 |
| 46 | SDOG | Alps Sector Dividend Dogs | -0.4% | -4.82% | 減碼 |
| 47 | SYY | Sysco CORP | -0.4% | -84.83% | 減碼 |
| 48 | SCHH | Schwab US Reit ETF | -0.9% | -51.00% | 減碼 |
| 49 | DHI | Dr Horton INC | — | NEW | 新建倉 |
| 50 | VOD | Vodafone Group Plc-sp Adr | — | NEW | 新建倉 |