CIK: 0001757260
申報總市值
US$5557.1萬
| # | 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 19.09% | — | -1.82% | |
| 2 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 14.11% | — | +1.06% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 9.77% | — | -0.62% | |
| 4 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 9.72% | — | -3.69% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.45% | — | -7.93% | |
| 6 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 4.24% | — | +6.62% | |
| 7 | CHI | Calamos Convert Opport & INC | 股票-其他 | 3.59% | — | +1.33% | |
| 8 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 3.15% | — | -21.90% | |
| 9 | MIY | Blackrock Muniyield Mi Qlty | 股票-其他 | 3.05% | — | +5.46% | |
| 10 | PGX | Invesco Preferred ETF | ETF-其他 | 2.61% | — | +18.79% | |
| 11 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 2.58% | — | +111.24% | |
| 12 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.29% | — | +17.03% | |
| 13 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 1.61% | — | +34.21% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.52% | — | -4.64% | |
| 15 | GNR | State Street Spdr S&p Global | ETF-其他 | 1.41% | — | -4.42% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.36% | — | +1.49% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.16% | — | -3.05% | |
| 18 | BSJL | Invesco Bulletshares 2021 Hi | ETF-其他 | 1.13% | — | -18.89% | |
| 19 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 1.10% | — | -6.79% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.07% | — | -25.54% | |
| 21 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 1.00% | — | +0.01% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.99% | — | -9.43% | |
| 23 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-其他 | 0.78% | — | +0.02% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.62% | — | +4.53% | |
| 25 | EELV | Invesco S&p Emerging Markets | ETF-新興市場 | 0.58% | — | -12.59% | |
| 26 | DOW | Dow INC | 股票-原物料 | 0.58% | — | — | |
| 27 | NEM | Newmont CORP | 股票-原物料 | 0.56% | — | +3.83% | |
| 28 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 0.54% | — | — | |
| 29 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.48% | — | +3.47% | |
| 30 | BP | Bp Plc-spons Adr | 股票-能源 | 0.44% | — | +0.08% | |
| 31 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.43% | — | -21.25% | |
| 32 | KMI | Kinder Morgan INC | 股票-能源 | 0.36% | — | -4.37% | |
| 33 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 0.28% | — | +14.47% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | — | -0.06% | |
| 35 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.27% | — | -0.55% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.26% | — | -7.03% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.26% | — | — | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.24% | — | — | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.24% | — | — | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.24% | — | -4.88% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.24% | — | — | |
| 42 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.24% | — | — | |
| 43 | SNH1EUR | Senior Housing Prop Trust | 股票-其他 | 0.10% | — | — |