CIK: 0001910488
申報總市值
US$2.4億
僅顯示前 200 大持股（共 590 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 | 11.38% | +0.19% | +3.09% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 7.84% | +0.51% | +2.13% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.64% | -0.40% | +0.18% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 4.42% | -0.14% | +1.01% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.71% | -0.14% | — | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.26% | -0.20% | +5.12% | |
| 7 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 3.25% | -0.25% | -21.04% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 2.95% | -0.01% | +4.41% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.64% | — | +0.39% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.33% | +0.31% | -18.90% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 2.29% | +0.01% | +4.57% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.22% | — | +0.55% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.16% | -0.15% | +0.19% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.83% | +0.01% | +0.28% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.69% | — | +0.30% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.42% | — | -2.35% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.31% | +0.14% | +34.84% | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.31% | — | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.29% | -0.08% | +0.10% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.14% | +0.01% | — | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.14% | -0.29% | — | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.14% | -0.11% | +0.12% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.07% | — | — | |
| 24 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 1.06% | +0.04% | +0.62% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.98% | -0.16% | +2.53% | |
| 26 | ISHG | Ishares -3 Year Internationa | ETF-其他 | 0.97% | — | — | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.96% | +0.05% | — | |
| 28 | DFIV | Dimensional International Va | ETF-其他 | 0.90% | +0.04% | +0.37% | |
| 29 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.89% | +0.02% | +0.98% | |
| 30 | SUB | Ishares Short-term National | ETF-其他 | 0.89% | — | -1.33% | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.89% | -0.03% | -2.73% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.84% | -0.04% | +0.92% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.83% | — | +0.32% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.81% | — | +0.37% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.78% | +1.11% | +0.89% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.73% | -0.05% | +0.08% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | — | -4.02% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.68% | +0.01% | +8.82% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.66% | +0.01% | — | |
| 40 | AAPL | Apple INC | 股票-科技 | 0.63% | -0.06% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.62% | -0.04% | +12.28% | |
| 42 | IQDF | Flexshares-int Qual Dvd Inde | ETF-其他 | 0.59% | +0.03% | +0.84% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.57% | — | +0.54% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | — | -0.15% | |
| 45 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.53% | +0.09% | — | |
| 46 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 0.52% | — | +0.39% | |
| 47 | IAUM | Ishares Gold Trust Micro | ETF-避險與商品 | 0.52% | +0.03% | — | |
| 48 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.50% | -0.06% | +9.92% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.50% | -0.05% | -1.11% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.49% | — | +0.50% |