CIK: 0001703080
申報總市值
US$2.3億
| # | 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 | 13.56% | -0.33% | -14.20% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 9.55% | +0.83% | +2.21% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 9.31% | +0.39% | -28.60% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 9.23% | -0.27% | -11.80% | |
| 5 | SCHH | Schwab US Reit ETF | ETF-其他 | 5.82% | — | -7.18% | |
| 6 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 5.54% | — | +2.21% | |
| 7 | ✓ | Powershares Exchange | 股票-其他 | 5.33% | — | -20.52% | |
| 8 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 5.13% | — | -7.63% | |
| 9 | ✓ | Powershares S&p Smallcap Low | 股票-其他 | 4.86% | — | -9.54% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.35% | — | +11.48% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.32% | +0.21% | -9.68% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 3.12% | — | +1.21% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.06% | — | -34.92% | |
| 14 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 2.95% | — | +214.66% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.81% | — | -15.05% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.77% | — | +0.56% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.14% | — | +7.03% | |
| 18 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.16% | — | +11.22% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.64% | +0.18% | -3.59% | |
| 20 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.49% | — | -16.56% | |
| 21 | GEF | Greif Inc-cl A | 股票-其他 | 0.42% | — | — | |
| 22 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.35% | — | +0.98% | |
| 23 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 0.35% | — | -29.36% | |
| 24 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.33% | — | +30.11% | |
| 25 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興市場 | 0.33% | — | +3.59% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.30% | — | +75.01% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.28% | — | -14.80% | |
| 28 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 0.27% | — | +17.58% | |
| 29 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.24% | — | -8.30% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.24% | +0.20% | — | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.23% | — | -11.76% | |
| 32 | ✓ | Powershares Global ETF Trust | ETF-其他 | 0.22% | — | — | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.21% | +0.16% | +1.45% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.20% | — | +2.37% | |
| 35 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.19% | — | +8.75% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.18% | — | -6.36% | |
| 37 | BBTUSD | Bb&t CORP | 股票-其他 | 0.18% | — | -12.50% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.18% | — | +0.07% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.14% | — | -21.23% |