CIK: 0001731446
申報總市值
US$86.5億
僅顯示前 200 大持股（共 583 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 | 9.99% | -0.64% | +403.34% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 6.05% | +0.07% | +268.95% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.90% | — | -0.69% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.51% | -0.44% | +60.13% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.42% | — | +8.76% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.27% | -1.75% | +1.90% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.42% | — | +95.17% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.39% | +0.13% | +88.83% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.88% | — | +406.44% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.87% | — | +236.78% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.14% | — | +3.62% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.62% | — | +3.36% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.30% | -0.37% | +26.01% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.20% | — | -41.14% | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.11% | — | -20.75% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.05% | -0.56% | +17.72% | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.97% | +0.19% | +6.35% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.75% | — | +1883.35% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.73% | — | +282.91% | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 0.72% | — | +4190.63% | |
| 21 | T | At&t INC | 股票-通訊服務 | 0.70% | — | -10.00% | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.61% | — | +14.85% | |
| 23 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.60% | — | -4.45% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.59% | — | +43.99% | |
| 25 | XLF | Ss Financial Select Sector | ETF-其他 | 0.59% | — | +0.69% | |
| 26 | TGT | Target CORP | 股票-循環性消費 | 0.57% | — | +96.54% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.57% | — | -53.99% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.56% | -0.21% | +5518.84% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.55% | — | — | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | — | +534.74% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | +246.09% | |
| 32 | OKE | Oneok INC | 股票-能源 | 0.53% | — | +520.07% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.53% | — | +7.40% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.52% | — | — | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.52% | — | +207.10% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.52% | — | +10.43% | |
| 37 | NEE | Nextera Energy INC | 股票-公用事業 | 0.50% | — | -12.42% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.50% | — | -43.79% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.48% | -0.57% | +4.16% | |
| 40 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.47% | — | -37.21% | |
| 41 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.47% | -0.25% | -28.30% | |
| 42 | SCHK | Schwab 1000 Index ETF | ETF-大型股與成長 | 0.46% | — | -4.02% | |
| 43 | FISV | Fiserv INC | 股票-其他 | 0.46% | — | +31454.55% | |
| 44 | KSS | Kohls CORP | 股票-循環性消費 | 0.45% | — | -44.24% | |
| 45 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.44% | — | -37.17% | |
| 46 | WMT | Walmart INC | 股票-非循環性消費 | 0.44% | — | +134.24% | |
| 47 | TSLA | Tesla INC | 股票-循環性消費 | 0.43% | — | +226.11% | |
| 48 | AA | Alcoa CORP | 股票-原物料 | 0.42% | — | +14.04% | |
| 49 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.41% | — | +327.84% | |
| 50 | ATVIEUR | Activision Blizzard INC | 股票-通訊服務 | 0.41% | — | +62.78% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +7.5% | +403.34% | 加碼 |
| 2 | SCHM | Schwab US Mid Cap ETF | +4% | +268.95% | 加碼 |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | +2.1% | +406.44% | 加碼 |
| 4 | SCHA | Schwab US Small-cap ETF | +1.8% | +236.78% | 加碼 |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | +1.2% | +95.17% | 加碼 |
| 6 | SCHG | Schwab US Large-cap Growth | +1.2% | +88.83% | 加碼 |
| 7 | SCHF | Schwab Intl Equity ETF | +0.9% | +60.13% | 加碼 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +1883.35% | 加碼 |
| 9 | HD | Home Depot INC | +0.7% | +4190.63% | 加碼 |
| 10 | AVGO | Broadcom INC | +0.6% | +5518.84% | 加碼 |
| 11 | GOVT | Ishares US Treasury Bond ETF | +0.5% | +282.91% | 加碼 |
| 12 | FISV | Fiserv INC | +0.5% | +31454.55% | 加碼 |
| 13 | V | Visa Inc-class A Shares | +0.4% | +534.74% | 加碼 |
| 14 | OKE | Oneok INC | +0.4% | +520.07% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.4% | +246.09% | 加碼 |
| 16 | TSLA | Tesla INC | +0.3% | +226.11% | 加碼 |
| 17 | AAPL | Apple INC | +0.3% | +26.01% | 加碼 |
| 18 | XLP | Ss Consumer Staples Sel Sect | +0.3% | +207.10% | 加碼 |
| 19 | IWM | Ishares Russell 2000 ETF | +0.3% | +628.40% | 加碼 |
| 20 | NKE | Nike INC -cl B | +0.3% | +2886.63% | 加碼 |
| 21 | TTD | Trade Desk Inc/the -class A | +0.3% | +504.47% | 加碼 |
| 22 | GVI | Ishares Intermediate Governm | +0.3% | +327.84% | 加碼 |
| 23 | VLO | Valero Energy CORP | +0.3% | +546.08% | 加碼 |
| 24 | WMT | Walmart INC | +0.3% | +134.24% | 加碼 |
| 25 | TGT | Target CORP | +0.2% | +96.54% | 加碼 |
| 26 | MSFT | Microsoft CORP | 0% | +17.72% | 加碼 |
| 27 | SNA | Snap-on INC | -0.4% | -99.45% | 減碼 |
| 28 | PSA | Public Storage | -0.4% | -97.20% | 減碼 |
| 29 | UNH | Unitedhealth Group INC | -0.4% | -87.77% | 減碼 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | -0.5% | +8.76% | 加碼 |
| 31 | XOM | Exxon Mobil CORP | -0.5% | -51.32% | 減碼 |
| 32 | TXRH | Texas Roadhouse INC | -0.5% | -97.73% | 減碼 |
| 33 | ABBV | Abbvie INC | -0.5% | -43.79% | 減碼 |
| 34 | SJM | Jm Smucker Co/the | -0.6% | -100.00% | 減碼 |
| 35 | CVX | Chevron CORP | -0.6% | -61.18% | 減碼 |
| 36 | KSS | Kohls CORP | -0.6% | -44.24% | 減碼 |
| 37 | IBM | Intl Business Machines CORP | -0.7% | -96.40% | 減碼 |
| 38 | CVS | Cvs Health CORP | -0.8% | -98.88% | 減碼 |
| 39 | ICSH | Ishares Ultra Short Duration | -0.8% | -20.75% | 減碼 |
| 40 | EEM | Ishares Msci Emerging Market | -0.9% | -89.96% | 減碼 |
| 41 | DIS | Walt Disney Co/the | -0.9% | -67.91% | 減碼 |
| 42 | SCHO | Schwab Short-term US Treas | -1.1% | -53.99% | 減碼 |
| 43 | ITOT | Ishares Core S&p Total U.s. | -1.3% | -0.69% | 減碼 |
| 44 | SCHV | Schwab US Large-cap Value | -1.4% | -41.14% | 減碼 |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | 新建倉 |
| 46 | JPST | Jpmorgan Ultra-short Income | — | NEW | 新建倉 |
| 47 | IGF | Ishares Global Infrastructur | — | NEW | 新建倉 |
| 48 | JNK | Ss Spdr Bb High Yield Bond | — | EXIT | 清倉 |
| 49 | XLNXEUR | Xilinx INC | — | NEW | 新建倉 |
| 50 | FLT1EUR | Fleetcor Technologies INC | — | NEW | 新建倉 |