CIK: 0001659047
申報總市值
US$31.1億
僅顯示前 200 大持股（共 744 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 | 9.76% | -0.06% | -3.11% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 9.41% | +0.03% | -1.48% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 7.54% | — | +11.49% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.67% | — | +22.99% | |
| 5 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 4.55% | — | +23.19% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 4.28% | -0.01% | +3.59% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.92% | — | +4.49% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 3.28% | — | +9.74% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 3.18% | — | +8.10% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-其他 | 2.81% | — | +20.50% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.64% | +0.01% | +4.72% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.16% | — | +47.04% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.64% | -0.04% | -0.51% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.56% | +0.15% | +4.57% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.50% | — | -0.08% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.32% | — | -6.48% | |
| 17 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興市場 | 1.15% | — | -3.38% | |
| 18 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.13% | — | +18.46% | |
| 19 | XLF | Ss Financial Select Sector | ETF-其他 | 0.99% | +0.08% | +17.29% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.95% | — | +2.45% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.89% | — | -21.07% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.84% | — | +7.62% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.72% | — | -8.71% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.70% | +0.03% | +6.61% | |
| 25 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.61% | — | — | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.60% | — | +2.15% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.56% | — | +12.17% | |
| 28 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.56% | — | -32.36% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.54% | — | -5.20% | |
| 30 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.54% | — | -27.70% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.51% | — | -34.64% | |
| 32 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.48% | — | -40.15% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.46% | — | -4.03% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.45% | — | +15.41% | |
| 35 | XLE | Ss Energy Select Sector | ETF-其他 | 0.42% | — | +15.40% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.42% | — | -19.96% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.41% | — | +23.83% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.39% | — | -12.17% | |
| 39 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 0.36% | — | -14.39% | |
| 40 | BA | Boeing Co/the | 股票-工業 | 0.35% | — | -1.70% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | — | +9.28% | |
| 42 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.32% | — | -6.85% | |
| 43 | ✓ | Huttig Building Products | 股票-其他 | 0.31% | — | -8.63% | |
| 44 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.30% | +0.04% | +180.25% | |
| 45 | MO | Altria Group INC | 股票-非循環性消費 | 0.28% | — | +1.15% | |
| 46 | T | At&t INC | 股票-通訊服務 | 0.26% | — | +11.16% | |
| 47 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.26% | — | +20.94% | |
| 48 | UPS | United Parcel Service-cl B | 股票-工業 | 0.25% | — | +1912.75% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | — | -7.63% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.22% | — | -11.61% |