CIK: 0001416692
申報總市值
US$6.6億
僅顯示前 200 大持股（共 857 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.71% | — | +17.43% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.02% | — | -0.80% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 4.00% | — | +7.20% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.18% | — | +1.00% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.94% | — | +0.50% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.86% | — | -11.22% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.41% | — | -8.21% | |
| 8 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股與成長 | 2.40% | — | -11.32% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.37% | — | -6.04% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.94% | — | +0.04% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.83% | — | -1.80% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | — | +13.13% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.70% | — | +44.25% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.66% | — | -3.15% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.64% | — | -5.20% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.56% | — | +3.51% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.21% | — | -4.99% | |
| 18 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股與成長 | 1.20% | — | -30.49% | |
| 19 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 1.17% | — | +4.72% | |
| 20 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.16% | — | -9.57% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.10% | — | -29.85% | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.00% | — | -9.08% | |
| 23 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 0.98% | — | +1.15% | |
| 24 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.97% | — | +7.78% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.94% | — | -8.15% | |
| 26 | PEP | Pepsico INC | 股票-非循環性消費 | 0.92% | — | +11.16% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.86% | — | +14.50% | |
| 28 | GAA | Cambria Global Asset Allocat | ETF-其他 | 0.79% | — | -12.69% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.77% | — | +71.63% | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.72% | — | -4.23% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.67% | — | -1.65% | |
| 32 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.65% | — | +67.58% | |
| 33 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 0.63% | — | -28.04% | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.63% | — | -5.13% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.62% | — | +2.19% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.62% | — | +8.65% | |
| 37 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.61% | — | -1.15% | |
| 38 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.59% | — | +0.14% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.59% | — | +17.77% | |
| 40 | BCE | Bce INC | 股票-通訊服務 | 0.57% | — | +36.97% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.55% | — | -14.04% | |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.54% | — | -6.74% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.54% | — | -3.00% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.53% | — | -5.55% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | — | -37.86% | |
| 46 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.50% | — | -53.43% | |
| 47 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 0.49% | — | -1.23% | |
| 48 | NEE | Nextera Energy INC | 股票-公用事業 | 0.49% | — | -7.15% | |
| 49 | XLF | Ss Financial Select Sector | ETF-其他 | 0.48% | — | -16.55% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.47% | — | +320.87% |