CIK: 0001416692
申報總市值
US$6.6億
僅顯示前 200 大持股（共 909 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.07% | — | +1.82% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.84% | — | +1.86% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.50% | — | -2.48% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.09% | — | +1.18% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.89% | — | +12.47% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.86% | — | -3.56% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.77% | — | +6.34% | |
| 8 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股與成長 | 2.71% | — | -1.62% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.59% | — | +1.51% | |
| 10 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股與成長 | 2.36% | — | -2.10% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.03% | — | +0.47% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.82% | — | -1.64% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.54% | — | -1.08% | |
| 14 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.44% | — | -2.84% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.37% | — | +0.47% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.32% | — | +5.70% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.24% | — | -1.73% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.22% | — | +28025.58% | |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.18% | — | +1.44% | |
| 20 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 1.11% | — | +1.15% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.02% | — | +0.83% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.94% | — | -11.16% | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.91% | — | +38.12% | |
| 24 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.89% | — | +16.45% | |
| 25 | GAA | Cambria Global Asset Allocat | ETF-其他 | 0.87% | — | +21.77% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.85% | — | -4.51% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.84% | — | +39.96% | |
| 28 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.81% | — | -2.51% | |
| 29 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.81% | — | +0.25% | |
| 30 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 0.77% | — | +8.38% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | — | -2.15% | |
| 32 | PEP | Pepsico INC | 股票-非循環性消費 | 0.75% | — | -2.38% | |
| 33 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.72% | — | +4.78% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.71% | — | -1.23% | |
| 35 | XLE | Ss Energy Select Sector | ETF-其他 | 0.68% | — | +5789.78% | |
| 36 | XLF | Ss Financial Select Sector | ETF-其他 | 0.67% | — | +0.11% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | — | -3.25% | |
| 38 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 0.63% | — | -25.76% | |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.63% | — | +16.00% | |
| 40 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.61% | — | +4.99% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.59% | — | +0.29% | |
| 42 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.59% | — | +5.20% | |
| 43 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.57% | — | -2.06% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.56% | — | — | |
| 45 | ITB | Ishares U.s. Home Constructi | ETF-其他 | 0.54% | — | +7.54% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.53% | — | -10.11% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.52% | — | +4.11% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.50% | — | -7.02% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.47% | — | -0.22% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.46% | — | +0.21% |