CIK: 0001695490
申報總市值
US$22.2億
僅顯示前 200 大持股（共 256 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 11.12% | -0.50% | +117.46% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 10.41% | +0.33% | +11.13% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 8.77% | -1.10% | +131.48% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 7.18% | +0.52% | +24.92% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 5.92% | +0.03% | -1.93% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 3.30% | +0.13% | +34.32% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.63% | -0.01% | +20.05% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.00% | +0.12% | +61.22% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.95% | -0.18% | +77.32% | |
| 10 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.88% | — | -11.83% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.60% | -0.08% | +91.13% | |
| 12 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.53% | — | -16.97% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.39% | -0.09% | +223.12% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.30% | +0.02% | -6.46% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.13% | -0.05% | +142.57% | |
| 16 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.07% | — | -24.21% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.96% | +0.01% | +81.66% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.93% | — | +140.46% | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.89% | — | +25.73% | |
| 20 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.87% | — | +1242.63% | |
| 21 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.87% | +0.03% | -11.01% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.85% | +0.04% | +2121.24% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.83% | -0.04% | +82.11% | |
| 24 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.80% | — | -31.45% | |
| 25 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.76% | — | -20.11% | |
| 26 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 0.72% | +0.02% | -27.23% | |
| 27 | PECO | Phillips Edison & Company In | 股票-房地產 | 0.72% | — | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | — | +15.80% | |
| 29 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 0.66% | -0.03% | — | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.63% | — | — | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.62% | +0.03% | +35.11% | |
| 32 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.62% | — | -9.29% | |
| 33 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.56% | +0.03% | -33.21% | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.55% | +0.03% | -27.41% | |
| 35 | PGX | Invesco Preferred ETF | ETF-其他 | 0.54% | — | -11.70% | |
| 36 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.52% | — | +7.37% | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.51% | — | +4.42% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.51% | — | -38.49% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.51% | — | +350.34% | |
| 40 | RVNU | Xtrackers Municipal Infrastr | ETF-其他 | 0.49% | — | +31.14% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.49% | — | +52.69% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.49% | — | — | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.43% | — | +161.39% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.41% | — | +80.31% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.40% | -0.12% | +27.89% | |
| 46 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.40% | — | +2185.18% | |
| 47 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 0.38% | — | +7.91% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.38% | +0.02% | +32.71% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.36% | — | +281.95% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.33% | -0.05% | +1367.03% |