CIK: 0001484721
申報總市值
US$3.3億
僅顯示前 200 大持股（共 320 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 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 11.18% | -1.84% | +2.21% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 5.74% | -3.31% | -1.27% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 5.53% | +0.58% | -34.89% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-其他 | 4.98% | -1.16% | +710.52% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.93% | -0.12% | +3.53% | |
| 6 | ✓ | Powershares ETF Trust | ETF-其他 | 4.22% | — | +0.60% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.91% | -0.27% | +12.00% | |
| 8 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 3.82% | -0.11% | +0.87% | |
| 9 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 3.73% | -0.04% | -1.48% | |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 3.55% | -0.67% | — | |
| 11 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 3.07% | +0.13% | +75.58% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 3.02% | +0.59% | +1.07% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.01% | -0.37% | -20.13% | |
| 14 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 2.84% | +0.01% | -0.06% | |
| 15 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.45% | +0.01% | +1.33% | |
| 16 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.39% | — | +0.40% | |
| 17 | SOXL | Direxion Daily Semiconductor Bull 3X Shares | 股票-其他 | 2.28% | -0.68% | +1.00% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.13% | +0.32% | -3.25% | |
| 19 | SCHH | Schwab US Reit ETF | ETF-其他 | 2.00% | — | -49.01% | |
| 20 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 1.88% | +0.01% | +0.68% | |
| 21 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股與成長 | 1.72% | -0.15% | +0.91% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.70% | +0.12% | -1.16% | |
| 23 | USCI | United States Commodity Inde | ETF-避險與商品 | 1.63% | — | +3.49% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.58% | -0.05% | -5.86% | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.36% | — | -2.19% | |
| 26 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 1.30% | -0.06% | -9.91% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.12% | — | -21.41% | |
| 28 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.04% | +0.02% | +2.69% | |
| 29 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.87% | -0.10% | -26.65% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.71% | +3.27% | +133.00% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.69% | +0.07% | +3.09% | |
| 32 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.67% | — | +4.40% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.63% | +0.07% | +3.66% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.54% | +4.94% | -5.22% | |
| 35 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.47% | — | -46.10% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.42% | — | -32.73% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | — | +15.37% | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.35% | -0.24% | +4.74% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.34% | +0.05% | +5.88% | |
| 40 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興市場 | 0.33% | — | +3.58% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.25% | — | — | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.20% | — | — | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.20% | -0.14% | +21.18% | |
| 44 | AXP | American Express Company | 股票-金融 | 0.20% | — | -14.54% | |
| 45 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.17% | — | +7.70% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.17% | — | -1.56% | |
| 47 | MDT | Medtronic plc | 股票-醫療保健 | 0.15% | — | — | |
| 48 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.14% | — | +1.80% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.14% | — | — | |
| 50 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 0.14% | — | +1.11% |