CIK: 0001659047
申報總市值
US$31.1億
僅顯示前 200 大持股（共 310 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 | 7.66% | -0.06% | -0.19% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 7.56% | +0.03% | +7.53% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.43% | — | +2.45% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 4.99% | — | -3.27% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.71% | — | -20.84% | |
| 6 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 3.50% | — | +114.66% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.12% | -0.04% | +0.78% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.74% | -0.04% | +0.90% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.71% | -0.01% | +0.06% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.64% | -0.01% | +10.72% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.35% | — | +1.14% | |
| 12 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.91% | +0.01% | +3.61% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.89% | +0.15% | +6.33% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.66% | — | +51.17% | |
| 15 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 1.46% | — | -0.03% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.38% | — | -3.62% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.32% | — | -10.53% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.18% | -0.26% | +0.13% | |
| 19 | XLF | Ss Financial Select Sector | ETF-其他 | 1.13% | +0.08% | -18.01% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.07% | — | -6.31% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.99% | — | +2.42% | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.91% | — | -22.39% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.89% | +0.04% | +2021.10% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.88% | +0.03% | +2.39% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.87% | +0.03% | +1.80% | |
| 26 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.77% | — | +12.31% | |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.75% | — | -17.06% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.66% | — | -3.63% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.65% | — | +8.36% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.58% | — | +3.87% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.55% | — | -10.79% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.51% | — | -0.36% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.49% | — | -12.91% | |
| 34 | BMAY | Innovator U.s. Equity Buffer | ETF-其他 | 0.46% | — | — | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.46% | — | -4.00% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.45% | +0.04% | +20.81% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.42% | — | +4.22% | |
| 38 | XLE | Ss Energy Select Sector | ETF-其他 | 0.40% | — | -2.70% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.40% | — | +40.96% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | +0.83% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.39% | — | +1.86% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | — | +35.67% | |
| 43 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.38% | — | +60.32% | |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.38% | — | +56.98% | |
| 45 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.38% | — | +62.14% | |
| 46 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.38% | — | +59.66% | |
| 47 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.38% | — | +62.62% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.37% | — | -60.33% | |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.36% | — | +48.76% | |
| 50 | ✓ | Ishares | 股票-其他 | 0.36% | — | +38.74% |