CIK: 0001730890
申報總市值
US$1.8億
| # | 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 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 9.57% | — | +2.77% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 9.53% | — | -0.20% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-其他 | 9.19% | — | +2.79% | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 5.82% | — | +3.29% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 5.71% | — | +3.95% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 5.15% | — | +9.90% | |
| 7 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 3.99% | — | +96.43% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.95% | — | +196.06% | |
| 9 | ✓ | PowerShares CEF Income Composite | 股票-其他 | 3.23% | — | -0.37% | |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 3.22% | — | +2.67% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 3.21% | — | +281.63% | |
| 12 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 3.12% | — | +91.35% | |
| 13 | ✓ | Claymore Exchange-traded Fd Wi | 股票-其他 | 2.86% | — | -7.84% | |
| 14 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 2.11% | — | +5.72% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.34% | — | -2.04% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.24% | — | -14.50% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.16% | — | -13.34% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.12% | — | +6.08% | |
| 19 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.12% | — | -14.33% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.99% | — | +7.63% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.98% | — | -0.41% | |
| 22 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.96% | — | -15.52% | |
| 23 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 股票-其他 | 0.95% | — | -9.50% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.86% | — | -1.24% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.78% | — | -1.15% | |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.77% | — | -4.43% | |
| 27 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 0.72% | — | +3.96% | |
| 28 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 0.72% | — | +4.70% | |
| 29 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 0.72% | — | +4.72% | |
| 30 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.72% | — | +3.27% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.68% | — | -3.09% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.65% | — | -3.57% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.64% | — | -3.30% | |
| 34 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.60% | — | -9.04% | |
| 35 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.54% | — | +55.14% | |
| 36 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 0.54% | — | -6.31% | |
| 37 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.54% | — | +12.05% | |
| 38 | XLF | Ss Financial Select Sector | ETF-其他 | 0.54% | — | +3.41% | |
| 39 | ✓ | Powershares | 股票-其他 | 0.50% | — | +0.22% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.48% | — | +15.87% | |
| 41 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.44% | — | +1.42% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.41% | — | +80.96% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | — | +14.88% | |
| 44 | ✓ | Ranger Equity Bear ETF | ETF-其他 | 0.37% | — | — | |
| 45 | RMT | Royce Micro-cap Trust INC | 股票-其他 | 0.37% | — | -5.18% | |
| 46 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股與成長 | 0.34% | — | +19.59% | |
| 47 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.34% | — | — | |
| 48 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.33% | — | +21.17% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.32% | — | -6.02% | |
| 50 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.32% | — | — |