CIK: 0001695490
申報總市值
US$22.2億
僅顯示前 200 大持股（共 302 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 | 12.13% | -0.50% | +5.74% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 11.17% | +0.33% | +6.25% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 10.44% | -1.10% | +4.69% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 7.50% | +0.52% | +6.37% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 4.80% | +0.03% | +6.37% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 3.30% | +0.13% | +7.09% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.80% | -0.01% | +7.96% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.65% | +0.12% | +11.55% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.54% | -0.18% | +9.72% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.03% | -0.08% | +12.44% | |
| 11 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.61% | — | -1.85% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.57% | +0.03% | +6.48% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.35% | +0.01% | +11.83% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.29% | -0.09% | -0.93% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.21% | -0.04% | +14.79% | |
| 16 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.17% | — | -1.82% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.16% | +0.04% | +10.49% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.00% | -0.05% | -1.22% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.86% | — | -3.24% | |
| 20 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.77% | — | -4.33% | |
| 21 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.76% | — | -1.95% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.75% | — | +4.90% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | +0.03% | +5.56% | |
| 24 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 0.64% | +0.02% | +5.38% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | — | -1.81% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.62% | +0.02% | +5.07% | |
| 27 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.60% | — | -1.38% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.59% | +0.03% | +11.46% | |
| 29 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.59% | — | +16.11% | |
| 30 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.57% | +0.03% | +10.07% | |
| 31 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 0.52% | -0.03% | — | |
| 32 | PGX | Invesco Preferred ETF | ETF-其他 | 0.51% | — | +7.90% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | — | +143.59% | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.46% | — | -1.98% | |
| 35 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.45% | — | -5.32% | |
| 36 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.44% | — | +7.08% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.43% | — | -3.67% | |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.41% | — | -1.87% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.41% | — | -1.79% | |
| 40 | PECO | Phillips Edison & Company In | 股票-房地產 | 0.39% | — | -3.36% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.39% | — | +2.70% | |
| 42 | RVNU | Xtrackers Municipal Infrastr | ETF-其他 | 0.38% | — | +6.64% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.38% | — | +10.92% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.37% | — | -3.66% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | -0.12% | -17.87% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.37% | — | -5.77% | |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.35% | — | +8.69% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.33% | — | +1.22% | |
| 49 | ISCF | Ishares International Small | ETF-其他 | 0.30% | — | +0.29% | |
| 50 | AGZD | Wisdomtree Trust Wisdomtree | ETF-其他 | 0.29% | — | +15.70% |