CIK: 0001484721
申報總市值
US$3.3億
| # | 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 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 10.99% | -1.84% | +2.63% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 8.68% | +0.58% | +1.79% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 6.21% | -3.31% | +2.18% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 5.10% | -0.12% | +3.29% | |
| 5 | ✓ | Powershares ETF Trust | ETF-其他 | 4.41% | — | +8.11% | |
| 6 | SCHH | Schwab US Reit ETF | ETF-其他 | 4.27% | — | +1.14% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.07% | -0.37% | +5.18% | |
| 8 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 3.98% | -0.04% | -1.44% | |
| 9 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 3.79% | -0.11% | +1.64% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.44% | -0.27% | +26.15% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 3.12% | +0.59% | -36.21% | |
| 12 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 2.89% | +0.01% | +225.76% | |
| 13 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.54% | +0.01% | -21.95% | |
| 14 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.53% | — | — | |
| 15 | SOXL | Direxion Daily Semiconductor Bull 3X Shares | 股票-其他 | 2.36% | -0.68% | — | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.22% | +0.32% | +3.94% | |
| 17 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 2.02% | +0.01% | +2.39% | |
| 18 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.88% | +0.13% | +4.65% | |
| 19 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股與成長 | 1.83% | -0.15% | +1.54% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.80% | +0.12% | -7.15% | |
| 21 | USCI | United States Commodity Inde | ETF-避險與商品 | 1.76% | — | +8.40% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.75% | -0.05% | +1.93% | |
| 23 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 1.51% | -0.06% | -5.15% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.40% | — | -24.11% | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.37% | — | -1.02% | |
| 26 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 1.32% | — | -58.15% | |
| 27 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 1.27% | -0.10% | -0.99% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.05% | +0.15% | +3.83% | |
| 29 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.01% | +0.02% | +2.56% | |
| 30 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.94% | — | +7.20% | |
| 31 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.69% | — | +7.19% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.67% | — | -1.10% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.67% | +0.07% | +83.35% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.64% | -1.16% | -2.25% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.63% | +0.07% | +2.52% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.59% | +4.94% | -1.09% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | — | — | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.35% | -0.24% | +7.82% | |
| 39 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興市場 | 0.33% | — | +4.50% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.33% | +0.05% | +15.53% | |
| 41 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.33% | +3.27% | +7.57% | |
| 42 | AXP | American Express Company | 股票-金融 | 0.26% | — | -7.30% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.26% | — | — | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.22% | — | -20.36% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.20% | — | -22.65% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.18% | — | -32.68% | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.17% | -0.14% | +37.50% | |
| 48 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.16% | — | -11.09% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 0.16% | — | — | |
| 50 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.16% | — | -41.42% |