CIK: 0000866590
申報總市值
US$5.6億
僅顯示前 200 大持股（共 534 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 18.38% | +0.90% | -5.29% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 11.98% | -0.86% | +4.60% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 10.22% | — | +14.16% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 6.23% | -0.02% | -1.02% | |
| 5 | GSBD | Goldman Sachs Bdc INC | 股票-其他 | 5.56% | — | -3.46% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.23% | +0.02% | -10.92% | |
| 7 | INKM | Ss Income Allocation ETF | ETF-其他 | 4.75% | — | +0.16% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.95% | — | +5.04% | |
| 9 | XLF | Ss Financial Select Sector | ETF-其他 | 2.10% | — | -37.72% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.99% | — | +0.34% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.83% | — | -28.13% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.79% | — | +5.44% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.49% | — | -2.46% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.34% | — | -1.41% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.34% | -0.11% | -0.45% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.30% | +0.06% | -4.09% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | — | +0.71% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.13% | +0.02% | +9.83% | |
| 19 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.04% | — | -0.53% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.00% | +0.10% | — | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.86% | — | +0.79% | |
| 22 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.84% | — | -9.68% | |
| 23 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.71% | — | -0.27% | |
| 24 | ASTH | Astrana Health INC | 股票-其他 | 0.62% | — | -10.80% | |
| 25 | EIX | Edison International | 股票-公用事業 | 0.52% | — | +2.65% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.52% | — | +3.80% | |
| 27 | AMGN | Amgen INC | 股票-醫療保健 | 0.45% | — | +0.82% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.43% | — | +4.86% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.39% | +0.02% | -1.72% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | — | -0.96% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.30% | — | +0.61% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.30% | — | -5.52% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.26% | — | -5.48% | |
| 34 | KMPR | Kemper CORP | 股票-其他 | 0.23% | — | -21.54% | |
| 35 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.22% | — | +2.07% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.19% | — | +2.18% | |
| 37 | SCHK | Schwab 1000 Index ETF | ETF-大型股與成長 | 0.18% | — | -4.24% | |
| 38 | BSTC | Biospecifics Technologies Ll | 股票-其他 | 0.16% | — | -3.17% | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.16% | +0.14% | — | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.16% | — | — | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.16% | — | — | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.15% | — | — | |
| 43 | T | At&t INC | 股票-通訊服務 | 0.15% | — | -6.81% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.15% | +0.06% | -3.55% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.14% | — | +10.07% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.13% | — | — | |
| 47 | SRE | Sempra | 股票-公用事業 | 0.13% | — | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.13% | — | — | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.13% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.13% | -0.24% | — |