CIK: 0001598561
申報總市值
US$4.8億
僅顯示前 200 大持股（共 873 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 18.94% | — | +5.45% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 12.45% | — | +72.26% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 6.73% | — | -1.27% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 6.22% | — | +12.53% | |
| 5 | UCON | First Trust Smith Unconstrai | ETF-其他 | 5.79% | — | — | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.36% | — | -25.48% | |
| 7 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 4.88% | — | +0.31% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 3.47% | — | — | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 3.14% | — | +0.73% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.95% | — | +1.33% | |
| 11 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 1.82% | — | -1.12% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.64% | — | +1555.20% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.33% | — | -1.60% | |
| 14 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.19% | — | -1.50% | |
| 15 | PGR | Progressive CORP | 股票-金融 | 1.16% | — | -0.22% | |
| 16 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股與成長 | 1.10% | — | — | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.72% | — | +7.29% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.70% | — | +6.44% | |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.64% | — | -2.11% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | — | +282.53% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.63% | — | +15.38% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.59% | — | -18.64% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.54% | — | +62.65% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工業 | 0.49% | — | +1.07% | |
| 25 | AM | Antero Midstream CORP | 股票-能源 | 0.48% | — | — | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.47% | — | — | |
| 27 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.41% | — | — | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.41% | — | +3373.20% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.39% | — | +12.35% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.36% | — | +0.32% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.27% | — | -9.02% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.27% | — | +9.51% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.26% | — | -5.73% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.26% | — | -6.56% | |
| 35 | QCOM | Qualcomm INC | 股票-科技 | 0.21% | — | -0.50% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.21% | — | +14.63% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.21% | — | +46.15% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | — | +7.74% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.20% | — | +14.28% | |
| 40 | PFE | Pfizer INC | 股票-醫療保健 | 0.18% | — | -3.11% | |
| 41 | USB | US Bancorp | 股票-金融 | 0.17% | — | -2.38% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.16% | — | — | |
| 43 | CHT | Chunghwa Telecom Lt-spon Adr | 股票-其他 | 0.16% | — | +66.46% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.16% | — | +15.66% | |
| 45 | PEY | Invesco High Yield Equity Di | ETF-非投資等級債 | 0.15% | — | — | |
| 46 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.13% | — | +27.27% | |
| 47 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.13% | — | — | |
| 48 | MMM | 3m Co | 股票-工業 | 0.13% | — | +15.34% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.12% | — | +16.67% | |
| 50 | TXN | Texas Instruments INC | 股票-科技 | 0.11% | — | +28.46% |