CIK: 0001568132
申報總市值
US$10.5億
僅顯示前 200 大持股（共 295 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 13.47% | -0.68% | +65.67% | |
| 2 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 12.35% | — | -1.62% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 10.73% | — | +706188.68% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 9.22% | -0.18% | — | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 5.83% | +0.68% | +0.48% | |
| 6 | HYLS | Ft Tactical High Yield ETF | ETF-非投資等級債 | 5.59% | — | -2.20% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 4.45% | -1.27% | -1.70% | |
| 8 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 4.11% | — | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.51% | -0.13% | -0.62% | |
| 10 | EPP | Ishares Msci Pacific Ex Japa | ETF-其他 | 3.33% | +0.09% | NEW | |
| 11 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 2.32% | -0.12% | EXIT | |
| 12 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 2.10% | — | -1.22% | |
| 13 | FETUSD | Forum Energy Technologies In | 股票-其他 | 2.00% | — | — | |
| 14 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.93% | — | — | |
| 15 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.66% | — | -2.94% | |
| 16 | IAT | Ishares US Regional Banks Et | ETF-其他 | 1.48% | — | -3.71% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.47% | -0.06% | +0.23% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.32% | -0.05% | -0.23% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.32% | — | +1.37% | |
| 20 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 1.30% | — | — | |
| 21 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 1.16% | — | — | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.04% | -0.13% | +0.04% | |
| 23 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.96% | — | -12.47% | |
| 24 | VFH | Vanguard Financials ETF | ETF-其他 | 0.85% | — | -10.80% | |
| 25 | ✓ | Amg Pantheon Credit Solutions Fd S Cl | 股票-其他 | 0.52% | — | — | |
| 26 | MAIN | Main Street Capital CORP | 股票-金融 | 0.46% | — | -1.00% | |
| 27 | AAL | American Airlines Group INC | 股票-工業 | 0.32% | — | — | |
| 28 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.32% | — | -9.85% | |
| 29 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.29% | — | — | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.20% | +0.04% | +0.07% | |
| 31 | PM | Philip Morris International | 股票-非循環性消費 | 0.17% | — | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.16% | +1.63% | +6.78% | |
| 33 | SLB | Slb LTD | 股票-能源 | 0.16% | — | — | |
| 34 | MO | Altria Group INC | 股票-非循環性消費 | 0.12% | — | — | |
| 35 | ✓ | NXP Semi-conductors - submitte | 股票-其他 | 0.12% | — | — | |
| 36 | PCG | P G & E CORP | 股票-公用事業 | 0.12% | — | — | |
| 37 | BTU | Peabody Energy Corporation | 股票-能源 | 0.12% | — | -50.00% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.11% | — | — | |
| 39 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.10% | — | — | |
| 40 | PEP | Pepsico INC | 股票-非循環性消費 | 0.10% | — | — | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.10% | — | -1.88% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事業 | 0.10% | — | — | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.10% | — | — | |
| 44 | TSLA | Tesla INC | 股票-循環性消費 | 0.10% | — | — | |
| 45 | SO | Southern Co/the | 股票-公用事業 | 0.09% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.08% | — | — | |
| 47 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-其他 | 0.08% | — | -53.10% | |
| 48 | T | At&t INC | 股票-通訊服務 | 0.08% | — | +0.09% | |
| 49 | LUV | Southwest Airlines Co | 股票-工業 | 0.07% | — | -2.49% | |
| 50 | PFE | Pfizer INC | 股票-醫療保健 | 0.07% | — | — |