CIK: 0001484721
申報總市值
US$3.3億
僅顯示前 200 大持股（共 340 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 | 11.99% | -1.84% | +0.61% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 8.94% | -3.31% | +3.10% | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 8.92% | -0.27% | +1.43% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 5.49% | +0.58% | -0.16% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-其他 | 5.06% | -1.16% | +1.71% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 4.82% | +0.59% | +1.83% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.75% | -0.12% | +2.72% | |
| 8 | ✓ | Powershares ETF Trust | ETF-其他 | 4.40% | — | +1.13% | |
| 9 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 3.71% | -0.04% | +1.79% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.82% | -0.37% | +4.07% | |
| 11 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.69% | — | +4.10% | |
| 12 | SOXL | Direxion Daily Semiconductor Bull 3X Shares | 股票-其他 | 2.38% | -0.68% | -0.80% | |
| 13 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.34% | +0.01% | -0.79% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.26% | +0.32% | +1.20% | |
| 15 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 2.14% | +0.13% | +2.48% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.81% | — | +1.89% | |
| 17 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股與成長 | 1.63% | -0.15% | +4.11% | |
| 18 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.61% | -0.22% | +4.34% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.38% | -0.05% | — | |
| 20 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 1.35% | -0.06% | -0.98% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.29% | +0.12% | -0.73% | |
| 22 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 1.26% | -0.11% | +4.25% | |
| 23 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 1.20% | +0.01% | +2.66% | |
| 24 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.16% | — | +0.28% | |
| 25 | ✓ | Powershares Act Mang Comm Fd | 股票-其他 | 1.15% | — | -3.18% | |
| 26 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.01% | -0.67% | -6.34% | |
| 27 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 0.86% | -0.02% | +7.77% | |
| 28 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興市場 | 0.64% | — | +9.70% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.59% | +4.94% | -3.73% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.58% | +0.07% | +0.12% | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.58% | +3.27% | — | |
| 32 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.48% | -0.10% | -3.31% | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.44% | +0.05% | +0.01% | |
| 34 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 0.41% | — | +0.51% | |
| 35 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.38% | +0.01% | -0.87% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.35% | — | -0.02% | |
| 37 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.33% | -0.14% | +10.39% | |
| 38 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.33% | -0.21% | +8.33% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | — | +0.11% | |
| 40 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.27% | — | -0.13% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.27% | +0.05% | +0.82% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.24% | — | — | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.22% | -0.24% | -0.05% | |
| 44 | PDP | Invesco Dwa Momentum ETF | ETF-其他 | 0.21% | — | +10.46% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.21% | — | — | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.20% | +0.07% | -13.21% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.17% | — | — | |
| 48 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.17% | — | +0.09% | |
| 49 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.16% | -0.06% | -2.51% | |
| 50 | AXP | American Express Company | 股票-金融 | 0.15% | — | — |