CIK: 0001660203
申報總市值
US$10.0億
僅顯示前 200 大持股（共 1046 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 | SCHR | Schwab Intermediate-term US | ETF-其他 | 8.81% | — | -2.49% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.79% | — | -3.21% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.64% | — | -0.85% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.64% | — | +1.97% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.31% | — | +38.14% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.05% | — | +5.35% | |
| 7 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 2.81% | — | -8.20% | |
| 8 | CMBS | Ishares Cmbs ETF | ETF-其他 | 2.34% | — | -23.91% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.24% | — | -6.64% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.20% | — | +3.20% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.04% | — | +0.10% | |
| 12 | MBB | Ishares Mbs ETF | ETF-其他 | 1.97% | — | -28.60% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.83% | — | +865.44% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.78% | — | +5.64% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.51% | — | +0.54% | |
| 16 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.49% | — | +0.85% | |
| 17 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.45% | — | +6.44% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.31% | — | +7.10% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.17% | — | +30.30% | |
| 20 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 1.10% | — | -0.26% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.08% | — | +7.32% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | — | +1.85% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.93% | — | +10.15% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | — | +4.43% | |
| 25 | HON | Honeywell International INC | 股票-工業 | 0.82% | — | +4.96% | |
| 26 | URTH | Ishares Msci World ETF | ETF-其他 | 0.82% | — | — | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.81% | — | +32.69% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.81% | — | +8.12% | |
| 29 | CMI | Cummins INC | 股票-工業 | 0.80% | — | +3.24% | |
| 30 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.76% | — | -8.40% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.76% | — | +6.11% | |
| 32 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.75% | — | -0.88% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.71% | — | +16.52% | |
| 34 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.69% | — | — | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.67% | — | +4.08% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.64% | — | -0.19% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.64% | — | +48.98% | |
| 38 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.61% | — | +9.10% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.60% | — | +8.86% | |
| 40 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.60% | — | +5.64% | |
| 41 | TXN | Texas Instruments INC | 股票-科技 | 0.58% | — | +4.41% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +6.66% | |
| 43 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.52% | — | +10.07% | |
| 44 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.52% | — | +7.40% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.51% | — | +6.27% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | — | +880.55% | |
| 47 | PFG | Principal Financial Group | 股票-金融 | 0.50% | — | -4.23% | |
| 48 | MDT | Medtronic plc | 股票-醫療保健 | 0.50% | — | +4.31% | |
| 49 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.49% | — | +8.47% | |
| 50 | DOV | Dover CORP | 股票-工業 | 0.49% | — | +9.05% |