CIK: 0001659047
申報總市值
US$31.1億
僅顯示前 200 大持股（共 384 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 | 6.75% | -0.06% | +0.03% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 5.79% | +0.03% | -1.04% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.50% | — | -7.18% | |
| 4 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 3.94% | — | +28.20% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 3.53% | — | -10.79% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.63% | -0.04% | +21.93% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.57% | -0.04% | -7.09% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.30% | +0.15% | +46.31% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.22% | -0.10% | +406.38% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.08% | -0.01% | -5.23% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.05% | -0.01% | -7.99% | |
| 12 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.93% | — | -5.57% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.53% | -0.03% | +830.77% | |
| 14 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.51% | +0.01% | -6.29% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.50% | — | +421.55% | |
| 16 | XLF | Ss Financial Select Sector | ETF-其他 | 1.36% | +0.08% | +37.66% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.29% | — | -4.79% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.23% | — | +35.02% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.19% | — | +4.74% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.17% | — | +53.52% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.11% | +0.03% | +60.59% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.09% | +0.03% | +60.32% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | -0.26% | +18.46% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.01% | — | -64.79% | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.88% | — | -12.76% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.81% | +0.04% | +41.71% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.80% | — | -11.37% | |
| 28 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 0.76% | — | -26.44% | |
| 29 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.70% | — | — | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.68% | — | +23.81% | |
| 31 | DFIC | Dimensional International Co | ETF-其他 | 0.65% | — | +1950.66% | |
| 32 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.56% | — | -5.92% | |
| 33 | LXU | Lsb Industries INC | 股票-其他 | 0.55% | — | — | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.55% | — | +456.82% | |
| 35 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.55% | — | +481.91% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | — | +89.27% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.53% | — | +24.42% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.52% | — | -5.61% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.49% | — | +15.08% | |
| 40 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.48% | — | -12.41% | |
| 41 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | — | +3.67% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.47% | — | +40.06% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.44% | — | +9.38% | |
| 44 | XLE | Ss Energy Select Sector | ETF-其他 | 0.43% | — | +5.04% | |
| 45 | PSTP | Innovator Pwr Buff Su St ETF | ETF-其他 | 0.43% | — | +16.27% | |
| 46 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.42% | — | — | |
| 47 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.41% | — | — | |
| 48 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.41% | — | — | |
| 49 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.40% | — | +1156.97% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | +5.33% |