CIK: 0001416692
申報總市值
US$6.6億
僅顯示前 200 大持股（共 323 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 | 4.50% | — | -0.29% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.51% | — | -1.86% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.96% | — | +7.24% | |
| 4 | TSLA | Tesla INC | 股票-循環性消費 | 2.68% | — | — | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.55% | — | +4.47% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.44% | — | +7.27% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.40% | — | +7.24% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.19% | — | +1.47% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.18% | — | -10.90% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.00% | — | +5.18% | |
| 11 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股與成長 | 1.81% | — | -1.15% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.73% | — | +0.28% | |
| 13 | ZM | Zoom Communications INC | 股票-科技 | 1.73% | — | +0.13% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.68% | — | -1.32% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | — | +0.27% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.64% | — | -0.94% | |
| 17 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.47% | — | +23.21% | |
| 18 | LTCH | Latch INC | 股票-其他 | 1.29% | — | +58.00% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | — | -0.44% | |
| 20 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 1.16% | — | +11.28% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.16% | — | -2.53% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.05% | — | +3.06% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.99% | — | -6.86% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.98% | — | +5.22% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.95% | — | +7.01% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.95% | — | +2.50% | |
| 27 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 0.86% | — | -50.41% | |
| 28 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.79% | — | +16.34% | |
| 29 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.77% | — | -1.14% | |
| 30 | PEP | Pepsico INC | 股票-非循環性消費 | 0.76% | — | -2.00% | |
| 31 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-其他 | 0.76% | — | +1.25% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.72% | — | — | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.72% | — | +3.84% | |
| 34 | MDB | Mongodb INC | 股票-科技 | 0.68% | — | — | |
| 35 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.65% | — | -5.48% | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.64% | — | +7.62% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.64% | — | +152.27% | |
| 38 | BCE | Bce INC | 股票-通訊服務 | 0.62% | — | -0.29% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.62% | — | +5.35% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.61% | — | +1.74% | |
| 41 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.59% | — | -16.12% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.59% | — | -11.93% | |
| 43 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.57% | — | +0.08% | |
| 44 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.55% | — | +77.60% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.53% | — | +0.07% | |
| 46 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.51% | — | +17.79% | |
| 47 | XLF | Ss Financial Select Sector | ETF-其他 | 0.49% | — | -37.26% | |
| 48 | BX | Blackstone INC | 股票-金融 | 0.49% | — | +0.01% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.49% | — | -2.39% | |
| 50 | SNOW | Snowflake INC | 股票-科技 | 0.48% | — | -65.55% |