CIK: 0001659047
申報總市值
US$31.1億
僅顯示前 200 大持股（共 774 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 | SCHV | Schwab US Large-cap Value | ETF-其他 | 8.83% | -0.06% | +10.71% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 8.06% | +0.03% | +1.67% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 5.06% | — | +3.02% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.73% | — | -10.04% | |
| 5 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 4.62% | — | +0.57% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.74% | -0.01% | -2.89% | |
| 7 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 3.34% | — | -1.38% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.29% | — | -2.67% | |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.83% | — | -4.18% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.19% | +0.01% | -2.17% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-其他 | 2.17% | — | +18.51% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.08% | — | +1865.04% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.83% | — | +340.23% | |
| 14 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 1.75% | — | — | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.59% | — | -1.37% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.55% | — | +9.90% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.53% | -0.04% | +74.61% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.51% | +0.15% | +37.46% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.46% | — | +2.21% | |
| 20 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興市場 | 1.36% | — | +6.17% | |
| 21 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 1.06% | — | +19.34% | |
| 22 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.00% | — | +2.02% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.90% | — | +34.76% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 0.90% | +0.08% | +7.98% | |
| 25 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.88% | — | +5.93% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.84% | — | -0.32% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.83% | — | +19.12% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.78% | — | +150.91% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.76% | +0.03% | +0.46% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.76% | -0.04% | -4.02% | |
| 31 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.62% | — | +0.72% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.59% | — | -1.58% | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.58% | — | -16.67% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.58% | — | +5.16% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.57% | — | +18.48% | |
| 36 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.56% | — | +3.63% | |
| 37 | VFH | Vanguard Financials ETF | ETF-其他 | 0.54% | — | +1389.66% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.53% | — | -3.06% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.49% | — | +30.38% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.47% | — | +15.27% | |
| 41 | T | At&t INC | 股票-通訊服務 | 0.43% | — | +17.52% | |
| 42 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.43% | — | +4892.03% | |
| 43 | FXL | First Trust Technology Alpha | ETF-科技型 | 0.39% | — | — | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.37% | — | +166.32% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.37% | — | +4.24% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | — | +4.88% | |
| 47 | MO | Altria Group INC | 股票-非循環性消費 | 0.35% | — | +18.87% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.33% | — | +98.39% | |
| 49 | AXP | American Express Company | 股票-金融 | 0.33% | — | +64.15% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.30% | — | +13.47% |