CIK: 0001731446
申報總市值
US$86.5億
僅顯示前 200 大持股（共 463 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 | 11.43% | -0.64% | +11.28% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.42% | — | -29.09% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 6.19% | +0.07% | +8.06% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.89% | -1.75% | +28.41% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.59% | — | +9.68% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.10% | +0.13% | -0.26% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.99% | -0.44% | +10.04% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.84% | — | +11.67% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.35% | — | +3.32% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.78% | — | +22.38% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.43% | — | -34.13% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.19% | — | +13.27% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.05% | -0.37% | -34.26% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | -0.56% | -11.44% | |
| 15 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.90% | +0.19% | +16.04% | |
| 16 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.76% | — | +4.53% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | -0.27% | -18.93% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.73% | -0.25% | +11.47% | |
| 19 | ABBV | Abbvie INC | 股票-醫療保健 | 0.68% | — | +42.35% | |
| 20 | DRI | Darden Restaurants INC | 股票-循環性消費 | 0.66% | — | — | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.64% | — | +17.70% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | — | +93.85% | |
| 23 | NEE | Nextera Energy INC | 股票-公用事業 | 0.62% | — | +9.77% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.58% | +0.14% | +163.04% | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.57% | — | +1518.47% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.56% | — | +0.73% | |
| 27 | TGT | Target CORP | 股票-循環性消費 | 0.55% | — | +5.92% | |
| 28 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.54% | — | +46.74% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.52% | — | -11.41% | |
| 30 | NFLX | Netflix INC | 股票-通訊服務 | 0.51% | — | +568.53% | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.51% | — | +20.08% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | +101.08% | |
| 33 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.51% | — | +9.96% | |
| 34 | DVN | Devon Energy CORP | 股票-能源 | 0.49% | — | +254.64% | |
| 35 | XLE | Ss Energy Select Sector | ETF-其他 | 0.49% | — | +2657.45% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.49% | — | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | — | +2337.23% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.49% | — | +23.27% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.49% | -0.57% | +23.22% | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.48% | — | -13.57% | |
| 41 | XLF | Ss Financial Select Sector | ETF-其他 | 0.48% | — | -3.68% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.47% | — | -9.29% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.47% | — | +7.81% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.47% | — | +31.45% | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | — | -22.90% | |
| 46 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.46% | — | +5301.36% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.44% | — | -0.44% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | — | +136.98% | |
| 49 | WMT | Walmart INC | 股票-非循環性消費 | 0.43% | — | +12.50% | |
| 50 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.42% | — | — |