CIK: 0002040084
申報總市值
US$16.7億
僅顯示前 200 大持股（共 231 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 | 7.05% | -0.06% | +5.28% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 4.85% | — | -9.84% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.45% | -0.19% | +15.21% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.12% | — | +3.49% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.93% | +0.05% | -4.01% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.86% | -0.05% | -1.16% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 2.37% | +0.14% | +1.66% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 2.25% | — | -5.59% | |
| 9 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 2.16% | — | +31.56% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.75% | +0.07% | +3.82% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.66% | — | +7.03% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.57% | -0.05% | +12.43% | |
| 13 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.52% | — | +51.27% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.49% | +0.07% | +10.30% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.42% | — | +14.59% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.41% | -0.10% | +9.46% | |
| 17 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.39% | — | -5.64% | |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.39% | — | +0.19% | |
| 19 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.34% | — | +14.32% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 1.33% | -0.06% | -0.40% | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.32% | +0.11% | -9.42% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.24% | +0.08% | +5.63% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.17% | — | +15.55% | |
| 24 | AAPL | Apple INC | 股票-科技 | 1.11% | -0.05% | -0.22% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.11% | — | +40.61% | |
| 26 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.10% | -0.21% | -9.65% | |
| 27 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.08% | -0.73% | EXIT | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.05% | +1.36% | +68.34% | |
| 29 | VRSN | Verisign INC | 股票-科技 | 0.97% | — | — | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.95% | +0.08% | +12.89% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.89% | — | +1.16% | |
| 32 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.85% | +0.05% | — | |
| 33 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.83% | — | +7.46% | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.82% | — | -3.36% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.82% | — | +10.48% | |
| 36 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 0.81% | — | +0.36% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.78% | +0.10% | +0.40% | |
| 38 | IQLT | Ishares Msci International Q | ETF-其他 | 0.76% | — | -3.16% | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.70% | +0.12% | +20.84% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.69% | — | +4.03% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | -0.09% | +0.37% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.68% | — | +0.14% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.65% | — | +0.73% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.65% | — | +0.01% | |
| 45 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.62% | +0.35% | — | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.59% | +0.06% | -14.83% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.59% | — | +7.96% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.55% | — | +1.77% | |
| 49 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.55% | — | +1877.52% | |
| 50 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.54% | — | — |