CIK: 0001568132
申報總市值
US$10.5億
僅顯示前 200 大持股（共 291 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 | 17.63% | -0.68% | -46.32% | |
| 2 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 14.76% | — | +1448752.94% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 12.26% | — | +237727.54% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 6.73% | +0.68% | +17.51% | |
| 5 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 5.96% | — | — | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 4.94% | -1.27% | +5.34% | |
| 7 | HYLS | Ft Tactical High Yield ETF | ETF-非投資等級債 | 4.69% | — | +8616.99% | |
| 8 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 3.54% | — | +10.30% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.52% | -0.13% | +11.28% | |
| 10 | PTH | Invesco Dorsey Wright Health | ETF-其他 | 2.22% | — | — | |
| 11 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 2.12% | — | +5.49% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.68% | -0.06% | +17.41% | |
| 13 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.60% | — | — | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.57% | — | +19.14% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.45% | -0.05% | +21.02% | |
| 16 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.44% | -0.15% | +3.59% | |
| 17 | FETUSD | Forum Energy Technologies In | 股票-其他 | 1.42% | — | — | |
| 18 | IAI | Ishares U.s. Broker-dealers | ETF-其他 | 1.42% | — | — | |
| 19 | IEO | Ishares U.s. Oil & Gas Explo | ETF-其他 | 1.12% | — | — | |
| 20 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 1.05% | — | -0.27% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | -0.13% | +3.47% | |
| 22 | PXI | Invesco Dorsey Wright Energy | ETF-其他 | 0.72% | — | — | |
| 23 | PXE | Invesco Energy Exploration | ETF-其他 | 0.52% | — | — | |
| 24 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 0.46% | — | — | |
| 25 | MAIN | Main Street Capital CORP | 股票-金融 | 0.43% | — | +4.84% | |
| 26 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.35% | — | +23.45% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.35% | +0.04% | +40.27% | |
| 28 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.30% | — | — | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.23% | +2.35% | +3.33% | |
| 30 | AAL | American Airlines Group INC | 股票-工業 | 0.22% | — | — | |
| 31 | SLB | Slb LTD | 股票-能源 | 0.16% | — | +1.77% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.15% | +1.63% | -28.08% | |
| 33 | MO | Altria Group INC | 股票-非循環性消費 | 0.15% | — | +87.21% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.14% | — | — | |
| 35 | PSX | Phillips 66 | 股票-能源 | 0.11% | — | +53.20% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.11% | — | -0.47% | |
| 37 | STMP | Stamps.com INC | 股票-其他 | 0.10% | — | — | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.10% | — | — | |
| 39 | PM | Philip Morris International | 股票-非循環性消費 | 0.10% | — | — | |
| 40 | T | At&t INC | 股票-通訊服務 | 0.09% | — | +8.37% | |
| 41 | TXN | Texas Instruments INC | 股票-科技 | 0.09% | — | — | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.09% | — | +48.96% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.09% | — | +30.00% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.09% | — | -8.14% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事業 | 0.09% | — | — | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.09% | — | — | |
| 47 | AXP | American Express Company | 股票-金融 | 0.08% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.08% | — | -0.19% | |
| 49 | SO | Southern Co/the | 股票-公用事業 | 0.08% | — | — | |
| 50 | COP | Conocophillips | 股票-能源 | 0.07% | — | +0.22% |