CIK: 0001910488
申報總市值
US$2.4億
僅顯示前 200 大持股（共 587 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 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 9.70% | +0.19% | +14.53% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 6.99% | +0.51% | +9.39% | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 5.70% | -0.14% | -0.15% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.42% | — | +21.95% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.28% | -0.40% | -6.81% | |
| 6 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 4.20% | -0.25% | +193.81% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.67% | -0.14% | +10.33% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 3.13% | +0.01% | +32.35% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.12% | -0.15% | -4.79% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.02% | — | +0.26% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.75% | -0.20% | +22.78% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.75% | — | +13.22% | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 2.72% | -0.01% | +0.02% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.83% | — | -5.29% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.72% | — | — | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.59% | — | — | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.54% | +0.31% | -58.09% | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.37% | — | +0.81% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.24% | -0.08% | -0.07% | |
| 20 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.22% | +0.05% | -5.21% | |
| 21 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 1.21% | +0.04% | +112.80% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.12% | — | -2.30% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.07% | +0.01% | +6.63% | |
| 24 | QDEF | Flexshares Quality Dividend | ETF-其他 | 0.97% | — | +57.91% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.96% | +0.01% | +4.82% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.92% | — | -0.84% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.88% | — | — | |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.86% | -0.03% | — | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.85% | — | +55.76% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.81% | — | — | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.77% | — | — | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | -0.16% | +8.41% | |
| 33 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.75% | -0.05% | +0.52% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.73% | +0.01% | +1.51% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.66% | -0.11% | -19.26% | |
| 36 | QDF | Flexshares Quality Dividend | ETF-其他 | 0.64% | — | — | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.63% | — | -0.20% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.61% | +1.11% | -64.96% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.59% | — | -19.24% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.57% | -0.04% | +0.42% | |
| 41 | IQDEUSD | Flexshares-int Qual Dvd Defe | ETF-其他 | 0.56% | — | -70.21% | |
| 42 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 0.55% | — | -1.23% | |
| 43 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.53% | — | — | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.52% | — | — | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.50% | — | +66.66% | |
| 46 | AAPL | Apple INC | 股票-科技 | 0.49% | -0.06% | -3.90% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.47% | +0.01% | +26.32% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.46% | — | — | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.44% | — | -1.48% | |
| 50 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.43% | — | — |