CIK: 0001379995
申報總市值
US$50.5億
僅顯示前 200 大持股（共 302 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 | 23.61% | -1.52% | +1.37% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 10.60% | -0.03% | +4.03% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 6.04% | — | +5.35% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.89% | -0.06% | -12.28% | |
| 5 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 1.76% | — | +10.73% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.63% | -0.07% | +4.92% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.50% | -0.21% | +2.29% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.43% | +0.04% | +7.99% | |
| 9 | TSS | Total System Services INC | 股票-其他 | 1.33% | — | — | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.29% | — | -0.79% | |
| 11 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 1.21% | — | +0.15% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.15% | — | +6.18% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.11% | — | -7.21% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.07% | — | +5.13% | |
| 15 | FDT | First Trust Develp Mkt Ex-us | ETF-其他 | 1.04% | — | +8.76% | |
| 16 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.00% | — | — | |
| 17 | SYU1 | Synovus Financial CORP | 股票-其他 | 0.93% | — | — | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | — | -4.65% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.72% | -0.04% | +1.78% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.70% | — | +1.97% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | — | -1.54% | |
| 22 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.69% | — | +4.00% | |
| 23 | MO | Altria Group INC | 股票-非循環性消費 | 0.66% | — | -1.22% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | -0.06% | -0.17% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.63% | — | +1.60% | |
| 26 | PM | Philip Morris International | 股票-非循環性消費 | 0.62% | — | -0.52% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | -0.06% | -7.33% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.16% | +1.04% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | — | +0.98% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.51% | — | +2.90% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.08% | +0.78% | |
| 32 | T | At&t INC | 股票-通訊服務 | 0.49% | — | +2.36% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | -1.04% | +110.39% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | -0.02% | -0.41% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.45% | — | +0.62% | |
| 36 | CSFLUSD | Centerstate Bank CORP | 股票-其他 | 0.44% | — | -0.89% | |
| 37 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.43% | — | +13.45% | |
| 38 | PFE | Pfizer INC | 股票-醫療保健 | 0.42% | — | -0.12% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.41% | +0.07% | +8.82% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.40% | — | +5.54% | |
| 41 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.39% | +0.06% | +19.92% | |
| 42 | MTB | M & T Bank CORP | 股票-金融 | 0.39% | — | — | |
| 43 | PNC | Pnc Financial Services Group | 股票-金融 | 0.37% | — | +1.84% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.37% | — | -1.00% | |
| 45 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.37% | — | -7.39% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.35% | — | +4.98% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.34% | — | +4.62% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.34% | — | +0.60% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.34% | — | -3.10% | |
| 50 | VLY | Valley National Bancorp | 股票-金融 | 0.31% | — | +0.66% |