CIK: 0001379995
申報總市值
US$50.5億
僅顯示前 200 大持股（共 799 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 | 21.24% | -1.52% | +112.60% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.91% | -1.04% | +1852.62% | |
| 3 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 6.00% | — | +154.08% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 2.89% | — | +93.61% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.59% | -0.14% | +90.17% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.31% | -0.21% | +93.60% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.31% | — | +124.04% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | -0.16% | +103.22% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | -0.06% | +115.22% | |
| 10 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.18% | -0.21% | +512.52% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.12% | — | +46.56% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.12% | -0.58% | +13484.28% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.96% | -0.06% | +100.15% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.90% | -0.07% | +100.87% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.86% | -0.04% | +135.73% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.82% | — | +372.74% | |
| 17 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 0.71% | — | +110.89% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.71% | +0.04% | +205.26% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.64% | -0.02% | +76.30% | |
| 20 | DWM | Wisdomtree International Equ | ETF-其他 | 0.62% | — | -66.53% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | — | +100.78% | |
| 22 | GPN | Global Payments INC | 股票-工業 | 0.59% | — | +85.31% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.59% | -0.03% | +13.40% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.55% | — | +106.53% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | -0.06% | +109.12% | |
| 26 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.52% | — | +78.94% | |
| 27 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.51% | -0.08% | +99.68% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.50% | -0.06% | +102.27% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | — | +97.04% | |
| 30 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.49% | — | +108.70% | |
| 31 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.48% | — | +104.06% | |
| 32 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.47% | — | +139.39% | |
| 33 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.43% | +0.01% | +92.71% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.43% | — | +89.91% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | -0.08% | +106.94% | |
| 36 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.41% | — | +93.75% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.40% | -0.08% | +148.29% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.39% | — | +80.74% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工業 | 0.39% | — | +87.13% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.38% | — | +103.26% | |
| 41 | PFE | Pfizer INC | 股票-醫療保健 | 0.37% | — | +126.81% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.37% | — | +4419.27% | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.34% | — | +115.01% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.34% | — | +115.85% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | — | +111.30% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.32% | — | +173.24% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.32% | — | +97.89% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.29% | +2.79% | +114.43% | |
| 49 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.28% | — | +77.28% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.28% | — | +110.60% |