CIK: 0001731446
申報總市值
US$86.5億
僅顯示前 200 大持股（共 353 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 6.95% | — | +9.09% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.48% | -1.75% | +14.59% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.33% | -0.44% | +14572.25% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.89% | — | +10.74% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.38% | — | — | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.32% | — | — | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.24% | — | +51.42% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.23% | +0.13% | +14584.50% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.18% | — | +137.49% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.99% | — | +2835.57% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.76% | — | +90.39% | |
| 12 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.49% | — | — | |
| 13 | URI | United Rentals INC | 股票-工業 | 1.40% | — | -2.42% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.39% | -0.37% | -8.94% | |
| 15 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.38% | — | +2703.21% | |
| 16 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.37% | — | — | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.33% | +0.19% | +12.62% | |
| 18 | KSS | Kohls CORP | 股票-循環性消費 | 1.23% | — | +65.66% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.18% | — | +1.07% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.12% | -0.25% | -41.82% | |
| 21 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.07% | — | — | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.97% | — | — | |
| 23 | SRE | Sempra | 股票-公用事業 | 0.96% | — | +877.76% | |
| 24 | LULU | Lululemon Athletica INC | 股票-循環性消費 | 0.95% | — | +77.92% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | +0.12% | +81.78% | |
| 26 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.93% | — | +98.05% | |
| 27 | COP | Conocophillips | 股票-能源 | 0.92% | — | +24608.08% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.91% | — | +21.71% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.88% | +0.14% | +383.15% | |
| 30 | XYZ | Block INC | 股票-金融 | 0.86% | — | -6.49% | |
| 31 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.85% | — | -11.16% | |
| 32 | T | At&t INC | 股票-通訊服務 | 0.84% | — | +81.02% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.84% | +0.07% | +186.84% | |
| 34 | XLF | Ss Financial Select Sector | ETF-其他 | 0.83% | — | +497227.27% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.78% | — | +49.99% | |
| 36 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.76% | — | — | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.74% | — | -16.34% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | -0.56% | +146.61% | |
| 39 | SCHK | Schwab 1000 Index ETF | ETF-大型股與成長 | 0.69% | — | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | — | +10.54% | |
| 41 | FSLR | First Solar INC | 股票-科技 | 0.66% | — | +31.51% | |
| 42 | OKE | Oneok INC | 股票-能源 | 0.63% | — | +208.75% | |
| 43 | EXPE | Expedia Group INC | 股票-循環性消費 | 0.60% | — | — | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.59% | — | -55.82% | |
| 45 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.58% | — | +5.41% | |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.58% | -0.57% | +14.11% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.57% | -0.13% | +121.91% | |
| 48 | IDV | Ishares International Select | ETF-其他 | 0.56% | — | — | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.54% | — | +1755.35% | |
| 50 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.51% | — | -50.76% |