CIK: 0001587836
申報總市值
US$11.5億
僅顯示前 200 大持股（共 205 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 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 9.10% | +0.59% | +0.12% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 8.99% | — | +2.70% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 6.92% | +1.09% | +2.03% | |
| 4 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 6.54% | -4.09% | +1.80% | |
| 5 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-其他 | 4.93% | +0.16% | +0.44% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.53% | +3.87% | -2.51% | |
| 7 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 4.11% | — | +1.70% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.51% | -0.24% | +0.22% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | — | -1.90% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.47% | — | -1.79% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | +0.13% | -1.72% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.18% | -0.10% | -3.49% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.18% | -0.32% | +7.48% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.00% | — | +29.59% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.00% | -0.05% | -0.78% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.95% | — | -0.91% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.95% | +0.04% | +2.08% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.94% | — | +0.78% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.93% | +0.01% | +0.74% | |
| 20 | PEP | Pepsico INC | 股票-非循環性消費 | 0.93% | -0.07% | +1.15% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | -0.01% | -4.70% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.84% | +0.02% | -5.27% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.83% | — | +1.42% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.73% | — | +0.01% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.72% | -0.02% | +1.74% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.72% | — | -1.26% | |
| 27 | FISV | Fiserv INC | 股票-其他 | 0.71% | — | -1.97% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.69% | — | -0.47% | |
| 29 | SYK | Stryker CORP | 股票-醫療保健 | 0.68% | — | -1.13% | |
| 30 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.67% | +0.06% | -0.47% | |
| 31 | USB | US Bancorp | 股票-金融 | 0.65% | +0.03% | +0.77% | |
| 32 | HON | Honeywell International INC | 股票-工業 | 0.64% | +0.05% | +0.08% | |
| 33 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.64% | — | -0.34% | |
| 34 | MCHP | Microchip Technology INC | 股票-科技 | 0.62% | -0.02% | -5.33% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.61% | -0.30% | +1.11% | |
| 36 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.60% | -0.14% | -2.48% | |
| 37 | MDT | Medtronic plc | 股票-醫療保健 | 0.60% | — | -2.84% | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.60% | +0.05% | -0.15% | |
| 39 | PFE | Pfizer INC | 股票-醫療保健 | 0.56% | — | -6.55% | |
| 40 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.52% | — | +15.83% | |
| 41 | AMGN | Amgen INC | 股票-醫療保健 | 0.51% | — | +0.15% | |
| 42 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.50% | — | -2.59% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.48% | +0.18% | -0.60% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.48% | — | -1.79% | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.46% | — | -2.58% | |
| 46 | WMT | Walmart INC | 股票-非循環性消費 | 0.46% | — | -2.45% | |
| 47 | DHR | Danaher CORP | 股票-醫療保健 | 0.46% | — | -0.57% | |
| 48 | PSX | Phillips 66 | 股票-能源 | 0.45% | — | +0.66% | |
| 49 | DFSEUR | Discover Financial Services | 股票-其他 | 0.44% | — | -5.20% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.44% | -0.01% | +7.01% |