CIK: 0001659047
申報總市值
US$31.1億
僅顯示前 200 大持股（共 738 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 | 10.73% | -0.06% | +1.16% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 9.39% | +0.03% | +2.27% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 7.42% | — | +40.31% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.26% | — | +5.29% | |
| 5 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 4.00% | — | -2.73% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.99% | -0.01% | +3.96% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.88% | — | +1.81% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 3.32% | — | -4.55% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 3.13% | — | -30.04% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.70% | +0.01% | -2.51% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-其他 | 2.56% | — | +54.26% | |
| 12 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.66% | — | +0.35% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.61% | — | +6.98% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.48% | -0.04% | -5.30% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.47% | +0.15% | +5.02% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.45% | — | -0.72% | |
| 17 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興市場 | 1.28% | — | +3.39% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.24% | — | +2.68% | |
| 19 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.98% | — | -0.77% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.97% | — | -12.24% | |
| 21 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.94% | — | +2.27% | |
| 22 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.91% | — | +21.30% | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 0.88% | +0.08% | +15.71% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.81% | — | -17.99% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.76% | — | +14.08% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.76% | — | -6.22% | |
| 27 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.73% | — | +1.37% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.71% | -0.04% | -3.77% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.66% | +0.03% | +2.16% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.63% | — | -8.48% | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.60% | — | +16.80% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.54% | — | +0.06% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.51% | — | -1.81% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.50% | — | +17.62% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.49% | — | -7.06% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.47% | — | -4.77% | |
| 37 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.45% | — | -1.62% | |
| 38 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 0.42% | — | -29.58% | |
| 39 | ✓ | Huttig Building Products | 股票-其他 | 0.36% | — | — | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.33% | — | +7.85% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.33% | — | -1.18% | |
| 42 | BA | Boeing Co/the | 股票-工業 | 0.32% | — | +23.69% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.31% | — | +2.65% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | — | +1.18% | |
| 45 | T | At&t INC | 股票-通訊服務 | 0.29% | — | +0.59% | |
| 46 | MO | Altria Group INC | 股票-非循環性消費 | 0.28% | — | -2.61% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.28% | — | +53.78% | |
| 48 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.27% | — | -43.78% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.25% | — | +0.57% | |
| 50 | AXP | American Express Company | 股票-金融 | 0.24% | — | -5.72% |