CIK: 0001728121
申報總市值
US$9.0億
僅顯示前 200 大持股（共 2289 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 | AAPL | Apple INC | 股票-科技 | 3.80% | +0.84% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.89% | +1.35% | — | |
| 3 | T | At&t INC | 股票-通訊服務 | 1.80% | — | — | |
| 4 | CVX | Chevron CORP | 股票-能源 | 1.43% | -0.17% | — | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.27% | — | — | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.22% | — | — | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.21% | — | — | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.21% | +0.64% | — | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | -0.23% | — | |
| 10 | ADBE | Adobe INC | 股票-科技 | 1.14% | — | — | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.09% | -0.14% | — | |
| 12 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.08% | — | — | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.02% | -0.17% | — | |
| 14 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.95% | — | — | |
| 15 | NYCBEUR | New York Community Bancorp | 股票-其他 | 0.94% | — | — | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.85% | — | — | |
| 17 | MO | Altria Group INC | 股票-非循環性消費 | 0.81% | — | — | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.78% | — | — | |
| 19 | PFE | Pfizer INC | 股票-醫療保健 | 0.78% | — | — | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.76% | — | — | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.73% | — | — | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.71% | — | — | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.68% | — | — | |
| 24 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.68% | — | — | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.66% | — | — | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.65% | -0.18% | — | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.65% | -0.93% | — | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.63% | — | — | |
| 29 | BA | Boeing Co/the | 股票-工業 | 0.60% | — | — | |
| 30 | PM | Philip Morris International | 股票-非循環性消費 | 0.59% | — | — | |
| 31 | GD | General Dynamics CORP | 股票-工業 | 0.59% | — | — | |
| 32 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.56% | — | — | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | — | — | |
| 34 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.56% | — | — | |
| 35 | RDN | Radian Group INC | 股票-金融 | 0.54% | — | — | |
| 36 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.52% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | — | — | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.50% | +0.25% | — | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.48% | — | — | |
| 40 | ABBV | Abbvie INC | 股票-醫療保健 | 0.48% | — | — | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.48% | — | — | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | +0.44% | — | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.47% | -0.13% | — | |
| 44 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.44% | -0.19% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.42% | — | — | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.41% | -0.16% | — | |
| 47 | BKH | Black Hills CORP | 股票-公用事業 | 0.40% | — | — | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.39% | — | — | |
| 49 | HON | Honeywell International INC | 股票-工業 | 0.39% | -0.19% | EXIT | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.39% | — | — |