CIK: 0001608057
申報總市值
US$5.2億
僅顯示前 200 大持股（共 202 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 6.50% | — | +0.62% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.29% | — | -0.42% | |
| 3 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 3.20% | — | -1.40% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.06% | -0.30% | -0.91% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.80% | +0.15% | -0.79% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.55% | +0.19% | +0.67% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.48% | — | +0.94% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.22% | — | +10.58% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.11% | +0.09% | +1.96% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.07% | -0.20% | — | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.03% | -0.30% | +105.37% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.76% | -0.45% | +2.96% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.74% | — | +101.01% | |
| 14 | SUB | Ishares Short-term National | ETF-其他 | 1.51% | — | +3.09% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.50% | — | +11.40% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.44% | -0.07% | +106.24% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.40% | — | -1.81% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.24% | -0.15% | +0.29% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.20% | — | +1.68% | |
| 20 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.19% | — | +2.85% | |
| 21 | MCI | Barings Corporate Investors | 股票-其他 | 1.17% | — | +0.36% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.13% | +0.14% | +2.27% | |
| 23 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.05% | — | +3.04% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.98% | — | +3.42% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.97% | — | +1.21% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | +0.17% | -0.71% | |
| 27 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.92% | — | — | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.91% | — | +1.03% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.88% | +0.40% | +12.20% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.83% | -0.07% | +110.42% | |
| 31 | PEP | Pepsico INC | 股票-非循環性消費 | 0.82% | — | -0.38% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | — | -3.14% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.74% | — | -2.10% | |
| 34 | INTC | Intel CORP | 股票-科技 | 0.74% | — | +4.55% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | -4.36% | |
| 36 | WY | Weyerhaeuser Co | 股票-房地產 | 0.70% | — | -0.28% | |
| 37 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.70% | — | — | |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.69% | — | +17.10% | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.68% | -0.09% | -1.27% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.67% | — | +3.34% | |
| 41 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.65% | — | +1.14% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | — | +0.62% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | -0.78% | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.63% | — | +0.30% | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.62% | — | — | |
| 46 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.62% | — | -4.82% | |
| 47 | RTX | Rtx CORP | 股票-工業 | 0.61% | — | +0.15% | |
| 48 | KKR | Kkr & Co INC | 股票-金融 | 0.61% | — | -4.59% | |
| 49 | TGT | Target CORP | 股票-循環性消費 | 0.59% | — | +50.12% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.56% | +0.14% | -1.06% |