CIK: 0001659047
申報總市值
US$31.1億
僅顯示前 200 大持股（共 834 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 | 9.25% | -0.06% | +0.47% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 8.94% | +0.03% | -0.58% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 7.04% | — | +1.84% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.41% | — | -0.15% | |
| 5 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 4.34% | — | +1.66% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 4.17% | -0.01% | -1.70% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.69% | — | -0.02% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 3.27% | — | +2.88% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 2.87% | — | -1.14% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-其他 | 2.59% | — | +1.21% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.55% | +0.01% | +0.05% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.15% | — | +8.66% | |
| 13 | LMT | Lockheed Martin CORP | 股票-工業 | 2.05% | — | +11553.60% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.62% | -0.04% | +1.06% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.60% | +0.15% | +4.15% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.36% | — | -0.50% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.27% | — | +1.34% | |
| 18 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興市場 | 1.10% | — | +2.86% | |
| 19 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.08% | — | +1.63% | |
| 20 | XLF | Ss Financial Select Sector | ETF-其他 | 0.98% | +0.08% | +3.76% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.92% | — | +1.89% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.82% | — | +1.38% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.82% | — | +2.79% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.67% | +0.03% | +4.57% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.63% | — | -8.15% | |
| 26 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.59% | — | +4.59% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.56% | — | -2.29% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.56% | — | +4.38% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.55% | — | +11.93% | |
| 30 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.53% | — | +1.32% | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.49% | — | -4.01% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.49% | — | +3.74% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.44% | — | +6.24% | |
| 34 | BA | Boeing Co/the | 股票-工業 | 0.44% | — | +4.71% | |
| 35 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.43% | — | +4.41% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.42% | — | -12.61% | |
| 37 | XLE | Ss Energy Select Sector | ETF-其他 | 0.41% | — | +3.12% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.40% | — | +1.77% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.40% | — | +0.69% | |
| 40 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.37% | — | -0.01% | |
| 41 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 0.34% | — | -1.28% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.33% | — | -0.77% | |
| 43 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.31% | +0.04% | +10.97% | |
| 44 | ✓ | DWS Municipal Income Trust | 股票-其他 | 0.31% | — | — | |
| 45 | ✓ | Huttig Building Products | 股票-其他 | 0.29% | — | — | |
| 46 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.26% | — | -0.98% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | — | +3.61% | |
| 48 | T | At&t INC | 股票-通訊服務 | 0.25% | — | +1.21% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工業 | 0.25% | — | +0.15% | |
| 50 | HD | Home Depot INC | 股票-循環性消費 | 0.24% | — | +29.94% |