CIK: 0001726673
申報總市值
US$10.3億
僅顯示前 200 大持股（共 306 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 14.05% | — | -1.84% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 10.31% | — | +5.26% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 7.36% | — | -1.97% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 6.94% | — | -0.93% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.30% | — | -0.52% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 5.26% | — | +3.06% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 4.57% | — | +17.17% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.79% | — | +13.48% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.52% | — | +1.49% | |
| 10 | MMM | 3m Co | 股票-工業 | 3.35% | — | -4.12% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.28% | — | +4.67% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.87% | — | +7.25% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.44% | — | +1.65% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.35% | — | -7.90% | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 2.01% | — | +16.01% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.72% | — | +0.43% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.31% | — | +15.95% | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.31% | — | +15.73% | |
| 19 | HTLFEUR | Heartland Financial USA INC | 股票-其他 | 1.08% | — | — | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.04% | — | +37.05% | |
| 21 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.91% | — | -14.58% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.83% | — | +8.83% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.79% | — | -9.41% | |
| 24 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.73% | — | +2.68% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.72% | — | +7.07% | |
| 26 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.72% | — | -6.29% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.72% | — | -1.60% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.57% | — | +33.08% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.55% | — | -0.53% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.54% | — | +5.81% | |
| 31 | SUB | Ishares Short-term National | ETF-其他 | 0.53% | — | -19.65% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.51% | — | +19.52% | |
| 33 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.51% | — | +23.02% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.48% | — | -14.58% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.44% | — | -13.45% | |
| 36 | DTH | Wisdomtree International Hig | ETF-其他 | 0.39% | — | -35.56% | |
| 37 | XEL | Xcel Energy INC | 股票-公用事業 | 0.31% | — | -40.28% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.26% | — | -4.57% | |
| 39 | NFLX | Netflix INC | 股票-通訊服務 | 0.23% | — | — | |
| 40 | ECL | Ecolab INC | 股票-原物料 | 0.20% | — | -6.30% | |
| 41 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.16% | — | -5.36% | |
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.15% | — | — | |
| 43 | MDT | Medtronic plc | 股票-醫療保健 | 0.15% | — | +0.11% | |
| 44 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.15% | — | -10.91% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.14% | — | -0.32% | |
| 46 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.14% | — | -1.34% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.12% | — | — | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.11% | — | — | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.11% | — | +0.12% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.11% | — | — |