CIK: 0001657980
申報總市值
US$2.9億
僅顯示前 200 大持股（共 231 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 10.15% | -1.83% | +311.00% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 6.10% | -0.02% | +178.24% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-其他 | 5.96% | -0.26% | +156.22% | |
| 4 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 5.63% | — | +5.20% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.57% | -1.17% | +46.68% | |
| 6 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 5.43% | -0.93% | -8.01% | |
| 7 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 5.43% | -0.72% | +7.27% | |
| 8 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 5.31% | +0.37% | +8.87% | |
| 9 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 5.26% | -0.52% | +40.02% | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 4.75% | -0.02% | — | |
| 11 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-其他 | 4.56% | -0.03% | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.00% | -0.23% | +0.17% | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 3.06% | -0.55% | — | |
| 14 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 2.98% | +0.01% | -6.27% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 2.52% | -0.37% | -9.35% | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.24% | — | +1134.29% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.76% | +0.25% | +191.00% | |
| 18 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 1.61% | -0.47% | +62.78% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.20% | -0.31% | -9.08% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.02% | +0.28% | — | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.99% | -0.17% | -3.08% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.86% | — | -1.72% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.84% | -0.18% | +95.82% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.82% | -0.27% | -1.98% | |
| 25 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.82% | -0.82% | EXIT | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.80% | — | +1.40% | |
| 27 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.78% | -0.42% | +14.61% | |
| 28 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.72% | -0.06% | +16.01% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.65% | -0.62% | EXIT | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.64% | -0.20% | -0.64% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.58% | -0.31% | +0.07% | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.40% | -0.16% | +1.53% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.40% | — | +0.31% | |
| 34 | IBHE | Ishares Ibonds 2025 H/y INC | ETF-其他 | 0.39% | — | -83.65% | |
| 35 | AAPL | Apple INC | 股票-科技 | 0.35% | +0.52% | +0.42% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.31% | -0.19% | -3.61% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.28% | — | -0.70% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.26% | — | +190.05% | |
| 39 | TSLA | Tesla INC | 股票-循環性消費 | 0.24% | — | +0.19% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.19% | — | -3.20% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.18% | — | — | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.14% | — | +2.82% | |
| 43 | TXN | Texas Instruments INC | 股票-科技 | 0.12% | — | +0.24% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.12% | — | -1.77% | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.12% | — | -5.06% | |
| 46 | FDX | Fedex CORP | 股票-工業 | 0.11% | -0.08% | EXIT | |
| 47 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.11% | — | -4.58% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.11% | — | +0.55% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.10% | +0.13% | NEW | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.10% | — | -8.02% |