CIK: 0001659047
申報總市值
US$31.1億
僅顯示前 200 大持股（共 233 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 | 9.55% | +0.03% | -6.15% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-其他 | 8.59% | -0.06% | +4.39% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.87% | — | +1.73% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 5.34% | — | +7.29% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.41% | -0.04% | +2.05% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.11% | — | +4.16% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 3.09% | -0.01% | -2.92% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.89% | -0.04% | +310.70% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.82% | -0.01% | -4.44% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 2.70% | — | +7.83% | |
| 11 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.59% | — | +8.10% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.48% | — | +7.24% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.47% | — | +2.22% | |
| 14 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.05% | +0.01% | -1.23% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.53% | — | +4.70% | |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.52% | — | +5.92% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.30% | +0.15% | -5.93% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.29% | +0.04% | -9.88% | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.17% | — | +50.03% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 1.14% | — | +349.36% | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.01% | — | +15.32% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.95% | — | +2.62% | |
| 23 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.92% | — | +6.76% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 0.76% | +0.08% | +7.13% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.70% | — | -8.97% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.69% | — | +9.78% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | -0.26% | +18.43% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.67% | — | +0.09% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.58% | — | -3.12% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.57% | — | +32.66% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.52% | — | +3.91% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.50% | — | +16.94% | |
| 33 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股與成長 | 0.48% | — | — | |
| 34 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.47% | — | +13.64% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.46% | +0.03% | -3.92% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.43% | — | +20.38% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.42% | +0.03% | -3.00% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.42% | — | -19.47% | |
| 39 | TSLA | Tesla INC | 股票-循環性消費 | 0.40% | — | +661.46% | |
| 40 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.39% | — | +3.22% | |
| 41 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.38% | — | +3.62% | |
| 42 | CAT | Caterpillar INC | 股票-工業 | 0.37% | — | -1.87% | |
| 43 | ✓ | Ishares | 股票-其他 | 0.36% | — | -17.28% | |
| 44 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.36% | — | -17.51% | |
| 45 | ✓ | Ishares Tr | 股票-其他 | 0.36% | — | -17.13% | |
| 46 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.36% | — | -17.97% | |
| 47 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.36% | — | -18.18% | |
| 48 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.36% | — | -18.35% | |
| 49 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.36% | — | -18.20% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.36% | — | +80.74% |