CIK: 0001598561
申報總市值
US$4.8億
僅顯示前 200 大持股（共 1083 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 | 18.92% | — | +4.50% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 10.79% | — | +1.45% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 7.78% | — | +923.23% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 5.41% | — | +4.33% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 5.15% | — | -1.00% | |
| 6 | UCON | First Trust Smith Unconstrai | ETF-其他 | 5.06% | — | +7.40% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.19% | — | +0.78% | |
| 8 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 4.10% | — | +1.89% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 3.49% | — | +6.42% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.78% | — | +6.35% | |
| 11 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 1.55% | — | +1.56% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.30% | — | +4.98% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.11% | — | +3.00% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.11% | — | +4.03% | |
| 15 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股與成長 | 0.98% | — | — | |
| 16 | PGR | Progressive CORP | 股票-金融 | 0.93% | — | +0.04% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | — | +5.84% | |
| 18 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.81% | — | -0.31% | |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.68% | — | +0.92% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.60% | — | +65.13% | |
| 21 | DSTL | Distillate US Fundamental St | ETF-其他 | 0.54% | — | — | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.53% | — | +4.84% | |
| 23 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.52% | — | +2.26% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.46% | — | +5.59% | |
| 25 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.42% | — | +0.07% | |
| 26 | AM | Antero Midstream CORP | 股票-能源 | 0.38% | — | — | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.38% | — | +0.21% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.37% | — | +87.91% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.36% | — | +5.56% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.31% | — | +5.37% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.31% | — | +669.37% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.31% | — | -1.11% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.30% | — | -2.38% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工業 | 0.29% | — | +0.18% | |
| 35 | PFE | Pfizer INC | 股票-醫療保健 | 0.25% | — | +6.47% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.25% | — | +7.37% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.24% | — | +4.02% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.24% | — | +5.52% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.22% | — | +2.00% | |
| 40 | QCOM | Qualcomm INC | 股票-科技 | 0.21% | — | +1.22% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.20% | — | +1.10% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.19% | — | +4.07% | |
| 43 | CHT | Chunghwa Telecom Lt-spon Adr | 股票-其他 | 0.19% | — | +18.09% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.18% | — | +0.45% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.18% | — | — | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.18% | — | +66.38% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.17% | — | +572.37% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.17% | — | +5.01% | |
| 49 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.16% | — | +4.56% | |
| 50 | INTU | Intuit INC | 股票-科技 | 0.15% | — | +11.06% |