CIK: 0001695490
申報總市值
US$22.2億
僅顯示前 200 大持股（共 376 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 | 12.45% | -0.50% | +1.33% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 11.11% | +0.33% | +2.26% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 10.89% | -1.10% | +1.82% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 7.93% | +0.52% | +0.98% | |
| 5 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 3.16% | +0.13% | -1.38% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.90% | -0.18% | +2.86% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.79% | +0.12% | +4.91% | |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 2.76% | +0.06% | +170.16% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.54% | -0.01% | -3.81% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.17% | +0.03% | -35.68% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.68% | -0.08% | -7.06% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.41% | +0.03% | +7.70% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.37% | +0.01% | +1.35% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.32% | -0.09% | +1.85% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.22% | -0.04% | -0.45% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.00% | — | +39.30% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.95% | -0.05% | +23.07% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.90% | — | +7.48% | |
| 19 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.89% | — | -2.62% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.81% | +0.04% | +4.75% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.80% | — | -0.93% | |
| 22 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.71% | — | -12.07% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.71% | +0.03% | +2.80% | |
| 24 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.67% | — | -1.25% | |
| 25 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-其他 | 0.61% | +0.15% | +23.71% | |
| 26 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.58% | — | +20.47% | |
| 27 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.52% | +0.07% | -1.12% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.51% | +0.03% | +4.72% | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.50% | +0.03% | +3.62% | |
| 30 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 0.49% | +0.02% | +1.97% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | -0.12% | +4.57% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.44% | +0.02% | +23.66% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.44% | -0.05% | +81.26% | |
| 34 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 0.44% | -0.03% | -1.20% | |
| 35 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.36% | -0.04% | +11.15% | |
| 36 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.36% | — | +33.17% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.35% | — | +5.18% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.35% | -0.04% | +123.83% | |
| 39 | ISCF | Ishares International Small | ETF-其他 | 0.34% | — | +9.30% | |
| 40 | IMVP | Invesco India Exchange-trade | ETF-其他 | 0.33% | -0.05% | +7.17% | |
| 41 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.33% | — | -3.35% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.32% | — | +96.87% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.32% | — | +3.37% | |
| 44 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.32% | — | -9.46% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.30% | — | -0.92% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.30% | +0.03% | +12.87% | |
| 47 | PGX | Invesco Preferred ETF | ETF-其他 | 0.29% | — | -3.41% | |
| 48 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.28% | — | +6.13% | |
| 49 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.28% | — | +8.60% | |
| 50 | PECO | Phillips Edison & Company In | 股票-房地產 | 0.28% | — | +0.05% |