CIK: 0001659047
申報總市值
US$31.1億
僅顯示前 200 大持股（共 309 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 | 7.49% | -0.06% | +1.46% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 7.37% | +0.03% | -1.48% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.31% | — | +6.31% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 4.93% | — | +1.53% | |
| 5 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 3.88% | — | +19.04% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.50% | — | -2.96% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.12% | -0.04% | +3.46% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.88% | -0.04% | +1.09% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.63% | -0.01% | -2.25% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.60% | -0.01% | +5.73% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.32% | — | +3.35% | |
| 12 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.90% | +0.01% | +0.62% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.89% | +0.15% | +3.65% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.68% | — | +4.68% | |
| 15 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 1.63% | — | — | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.42% | — | +12.12% | |
| 17 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.29% | — | +1.64% | |
| 18 | XLF | Ss Financial Select Sector | ETF-其他 | 1.10% | +0.08% | -1.79% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.07% | — | +2.23% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.26% | -3.82% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.02% | — | +5.45% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.97% | +0.04% | -0.54% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.96% | — | +2.89% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.94% | +0.03% | +0.43% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.87% | +0.03% | +9.31% | |
| 26 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.73% | — | +2.83% | |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.68% | — | -6.86% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.64% | — | -3.13% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.61% | — | -0.66% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.58% | — | +5.72% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.55% | -0.10% | +119.83% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | — | +1966.12% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.50% | — | +0.18% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.45% | — | -6.14% | |
| 35 | PSTP | Innovator Pwr Buff Su St ETF | ETF-其他 | 0.44% | — | — | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.43% | — | -4.49% | |
| 37 | XLE | Ss Energy Select Sector | ETF-其他 | 0.42% | — | +1.16% | |
| 38 | TSLA | Tesla INC | 股票-循環性消費 | 0.42% | — | +206.06% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.39% | — | +1957.05% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.39% | — | +0.77% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | -0.93% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.38% | — | +9.11% | |
| 43 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.38% | — | +0.52% | |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.38% | — | -0.01% | |
| 45 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.37% | — | +1.03% | |
| 46 | ✓ | Ishares | 股票-其他 | 0.37% | — | +0.70% | |
| 47 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.37% | — | +0.93% | |
| 48 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.37% | — | +1.05% | |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.36% | — | +0.20% | |
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.36% | — | +1.47% |