CIK: 0001721780
申報總市值
US$1.8億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.50% | -0.16% | -2.05% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 5.54% | -0.16% | +0.75% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.90% | — | -3.55% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.08% | — | -5.73% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.94% | -0.10% | -1.60% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.91% | — | -1.06% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.66% | +1.15% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.80% | +0.07% | +0.95% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.74% | -0.21% | +1.40% | |
| 10 | HD | Home Depot INC | 股票-循環性消費 | 1.72% | — | -0.78% | |
| 11 | HON | Honeywell International INC | 股票-工業 | 1.62% | -0.16% | — | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.58% | — | -1.14% | |
| 13 | DUK | Duke Energy CORP | 股票-公用事業 | 1.57% | +0.19% | -0.22% | |
| 14 | WMT | Walmart INC | 股票-非循環性消費 | 1.52% | — | -4.04% | |
| 15 | XLF | Ss Financial Select Sector | ETF-其他 | 1.45% | -0.05% | +0.13% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.39% | — | -5.22% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.35% | — | -1.24% | |
| 18 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.30% | — | +5.52% | |
| 19 | TY | Tri-continental CORP | 股票-其他 | 1.30% | — | -0.69% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.26% | — | -4.36% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.13% | -0.17% | +2.14% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.08% | -0.15% | -0.12% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | — | +5.17% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.01% | — | +3.17% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.01% | -0.11% | -1.44% | |
| 26 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.97% | — | +0.18% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.96% | -0.06% | -0.58% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.94% | — | -3.27% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | -0.08% | -1.65% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.91% | — | -1.76% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.90% | — | -0.91% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.90% | — | -0.78% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.88% | — | +1.31% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.88% | — | -0.21% | |
| 35 | VLY | Valley National Bancorp | 股票-金融 | 0.88% | -0.87% | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.82% | +0.23% | +13.27% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.80% | — | +1.49% | |
| 38 | MMM | 3m Co | 股票-工業 | 0.80% | — | -0.03% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.78% | — | +20.06% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.77% | — | +1.98% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.70% | — | -3.79% | |
| 42 | T | At&t INC | 股票-通訊服務 | 0.70% | — | +3.20% | |
| 43 | ABBV | Abbvie INC | 股票-醫療保健 | 0.66% | -0.19% | — | |
| 44 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.61% | — | +2.48% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.61% | — | -0.30% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | — | +4.22% | |
| 47 | MO | Altria Group INC | 股票-非循環性消費 | 0.60% | — | -2.10% | |
| 48 | BTT | Blackrock 2030 Muni Trgt Trm | 股票-其他 | 0.60% | — | +13.63% | |
| 49 | NEE | Nextera Energy INC | 股票-公用事業 | 0.59% | — | -0.06% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.58% | -0.14% | — |