CIK: 0001484721
申報總市值
US$3.3億
僅顯示前 200 大持股（共 283 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 | 12.83% | -1.84% | +6.31% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 12.23% | -3.31% | +47.54% | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 9.88% | -0.27% | +5.17% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 5.51% | +0.58% | -5.58% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 4.95% | +0.59% | -4.56% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-其他 | 4.67% | -1.16% | -10.48% | |
| 7 | ✓ | Powershares ETF Trust | ETF-其他 | 4.47% | — | -2.83% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.86% | -0.12% | -12.42% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.66% | -0.37% | +38.88% | |
| 10 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.69% | — | +7.27% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.43% | +0.32% | +0.04% | |
| 12 | SOXL | Direxion Daily Semiconductor Bull 3X Shares | 股票-其他 | 2.38% | -0.68% | +2.46% | |
| 13 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.25% | +0.01% | -6.69% | |
| 14 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.78% | -0.22% | +9.10% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.72% | — | +4.91% | |
| 16 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 1.69% | -0.06% | +30.37% | |
| 17 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股與成長 | 1.59% | -0.15% | +4.25% | |
| 18 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.43% | +0.13% | -28.22% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.35% | -0.05% | +5.12% | |
| 20 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 1.19% | +0.01% | -0.49% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.16% | +0.12% | -16.03% | |
| 22 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.04% | — | -0.78% | |
| 23 | ✓ | Powershares Act Mang Comm Fd | 股票-其他 | 1.00% | — | -12.80% | |
| 24 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 0.94% | -0.02% | +17.79% | |
| 25 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.92% | -0.67% | -2.83% | |
| 26 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.79% | -0.04% | -37.41% | |
| 27 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興市場 | 0.70% | — | +17.28% | |
| 28 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.52% | +3.27% | -2.93% | |
| 29 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 0.42% | — | +9.36% | |
| 30 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.41% | -0.11% | -67.86% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.41% | +0.07% | -30.94% | |
| 32 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.40% | -0.10% | -11.26% | |
| 33 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.39% | -0.21% | +17.99% | |
| 34 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.39% | -0.14% | +19.31% | |
| 35 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.37% | +0.01% | +193.05% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.36% | +4.94% | -42.09% | |
| 37 | AAPL | Apple INC | 股票-科技 | 0.35% | +0.05% | -25.96% | |
| 38 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.33% | — | +31.37% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.33% | — | +4.70% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | — | -2.39% | |
| 41 | PDP | Invesco Dwa Momentum ETF | ETF-其他 | 0.26% | — | +18.67% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.25% | — | — | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.22% | -0.24% | +8.69% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.21% | — | — | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.21% | +0.07% | +0.11% | |
| 46 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.21% | — | +15.20% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.18% | — | -0.10% | |
| 48 | AXP | American Express Company | 股票-金融 | 0.17% | — | -1.09% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.15% | +0.05% | -46.82% | |
| 50 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.15% | +0.15% | +653.71% |