CIK: 0001695490
申報總市值
US$22.2億
僅顯示前 200 大持股（共 262 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 | 11.44% | -0.50% | +3.66% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 10.53% | +0.33% | +5.24% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 9.55% | -1.10% | +3.28% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 7.27% | +0.52% | +7.83% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 5.62% | +0.03% | +5.26% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 3.33% | +0.13% | +9.89% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.61% | -0.01% | +4.47% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.19% | +0.12% | +15.64% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.15% | -0.18% | +13.84% | |
| 10 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.79% | — | -0.98% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.75% | -0.08% | +18.75% | |
| 12 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.43% | — | -1.62% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.39% | -0.09% | +0.80% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.24% | +0.02% | +6.19% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.21% | +0.04% | +56.63% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.09% | +0.03% | +42.31% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.09% | -0.05% | -0.63% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.09% | +0.01% | +19.70% | |
| 19 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.00% | — | -1.61% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.99% | — | +3.04% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.95% | -0.04% | +17.43% | |
| 22 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.88% | — | -3.35% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.85% | — | -2.06% | |
| 24 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 0.78% | +0.02% | +18.61% | |
| 25 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.76% | — | +4.86% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.72% | — | +2.43% | |
| 27 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.71% | — | -1.60% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.65% | +0.03% | +30.04% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.65% | +0.03% | +9.35% | |
| 30 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 0.62% | -0.03% | +0.13% | |
| 31 | PGX | Invesco Preferred ETF | ETF-其他 | 0.59% | — | +20.55% | |
| 32 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.59% | +0.03% | +12.29% | |
| 33 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.57% | — | +0.22% | |
| 34 | PECO | Phillips Edison & Company In | 股票-房地產 | 0.56% | — | -19.04% | |
| 35 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.54% | — | +10.97% | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.49% | — | -0.84% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.47% | — | +1.84% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.47% | — | +0.98% | |
| 39 | RVNU | Xtrackers Municipal Infrastr | ETF-其他 | 0.46% | — | +2.35% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.46% | -0.12% | +5.09% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.44% | — | -2.55% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.43% | — | -6.11% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.42% | — | -0.35% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.38% | — | +2.97% | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.38% | — | +31.90% | |
| 46 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.36% | — | +0.12% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.34% | +0.02% | -0.68% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.33% | — | -1.70% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.33% | -0.05% | -2.98% | |
| 50 | AGZD | Wisdomtree Trust Wisdomtree | ETF-其他 | 0.29% | — | +39.44% |