CIK: 0002040084
申報總市值
US$16.7億
僅顯示前 200 大持股（共 223 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 7.54% | -0.06% | +96.76% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 5.31% | — | +11.53% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.29% | — | +1.04% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.24% | -0.05% | +4.86% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.08% | -0.19% | +34.62% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.05% | +0.05% | +10.18% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 2.44% | +0.14% | +1322.41% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 2.36% | — | +15.87% | |
| 9 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 1.83% | — | — | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.68% | -0.05% | +117.55% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 1.62% | -0.06% | — | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.61% | +0.07% | +157.94% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.58% | — | +1.23% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.56% | -0.10% | +215.30% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.54% | — | — | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.48% | +0.07% | +33.58% | |
| 17 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.46% | — | +21.18% | |
| 18 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.46% | — | +16.03% | |
| 19 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.45% | -0.21% | +91.23% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.38% | +0.11% | +1097.59% | |
| 21 | AAPL | Apple INC | 股票-科技 | 1.33% | -0.05% | +61.25% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.32% | — | +0.81% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.21% | +0.08% | -3.77% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.15% | — | +5.75% | |
| 25 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.06% | -0.73% | EXIT | |
| 26 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.01% | — | — | |
| 27 | SPVM | Invesco S&p 500 Value With M | ETF-大型股與成長 | 0.97% | — | — | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.97% | — | +415.18% | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.95% | — | +2.55% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.95% | +0.08% | +682.44% | |
| 31 | IQLT | Ishares Msci International Q | ETF-其他 | 0.87% | — | — | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.84% | — | +101.62% | |
| 33 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.83% | — | — | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.80% | — | +561.54% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.79% | — | +153.01% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.78% | +0.10% | +23.35% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.78% | — | +205.05% | |
| 38 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 0.77% | — | — | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.09% | +307.04% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.76% | — | -1.03% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.71% | +0.06% | +294.63% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.70% | +1.36% | +41.37% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.69% | — | -3.96% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.68% | — | +38.43% | |
| 45 | HD | Home Depot INC | 股票-循環性消費 | 0.66% | — | — | |
| 46 | MPT | Medical Properties Trust INC | 股票-房地產 | 0.59% | — | -0.31% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.58% | — | — | |
| 48 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.57% | +0.12% | +799.20% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.55% | — | +205.78% | |
| 50 | PFM | Invesco Dividend Achievers E | ETF-其他 | 0.55% | — | — |