CIK: 0001659047
申報總市值
US$31.1億
僅顯示前 200 大持股（共 211 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 9.91% | +0.03% | +2.78% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-其他 | 8.73% | -0.06% | +7.87% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.04% | — | +6.92% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 5.51% | — | +119.21% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.49% | -0.04% | +4.02% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.28% | — | — | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 3.21% | -0.01% | +0.40% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.96% | -0.01% | +8.46% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 2.77% | — | +5.27% | |
| 10 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.66% | — | -13.70% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.62% | — | +1.34% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.56% | — | -21.62% | |
| 13 | AAPL | Apple INC | 股票-科技 | 2.45% | -0.04% | +0.28% | |
| 14 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.20% | +0.01% | +3.08% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.60% | — | +14.79% | |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.59% | — | +10.71% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.39% | +0.04% | -46.88% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.36% | +0.15% | -2.41% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.97% | — | -49.59% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.97% | — | -3.30% | |
| 21 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.94% | — | -0.16% | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.86% | — | -15.93% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.82% | — | +21.89% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 0.75% | +0.08% | +3.77% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.70% | — | -3.58% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.69% | — | -8.84% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | -0.26% | -10.40% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.61% | — | -6.58% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.55% | — | -3.38% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.53% | — | +44.10% | |
| 31 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.49% | — | +77.84% | |
| 32 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.49% | — | +81.14% | |
| 33 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.49% | — | +83.79% | |
| 34 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.49% | — | +81.24% | |
| 35 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.49% | — | +88.66% | |
| 36 | ✓ | Ishares | 股票-其他 | 0.49% | — | +92.02% | |
| 37 | ✓ | Ishares Tr | 股票-其他 | 0.49% | — | +97.24% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.46% | +0.03% | -9.23% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.44% | — | +27.04% | |
| 40 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.44% | +0.03% | -5.67% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.44% | — | -3.97% | |
| 42 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.41% | — | -10.10% | |
| 43 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.41% | — | -2.28% | |
| 44 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.39% | — | -8.67% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | +113.34% | |
| 46 | CAT | Caterpillar INC | 股票-工業 | 0.35% | — | -22.01% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.34% | — | -5.86% | |
| 48 | PCY | Invesco Emerging Markets Sov | ETF-新興市場 | 0.33% | — | +12.83% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.32% | — | +3.69% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.31% | — | -0.45% |