CIK: 0002040084
申報總市值
US$16.7億
僅顯示前 200 大持股（共 219 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 | 5.84% | -0.06% | -10.06% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 4.62% | — | +3.57% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.40% | -0.19% | +9.31% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.07% | +0.05% | +12.78% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.72% | +0.06% | +1600.11% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.51% | -0.05% | -4.61% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.24% | — | -17.34% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 2.18% | — | +5.11% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.17% | +0.14% | +0.77% | |
| 10 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 2.04% | — | +2.36% | |
| 11 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.95% | +0.10% | +1402.52% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.55% | +0.08% | +76.01% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.53% | -0.21% | +47.75% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.47% | -0.05% | +0.53% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.47% | -0.10% | +12.18% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.45% | +0.11% | +12.66% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.43% | +0.07% | +10.63% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.42% | +0.07% | -14.23% | |
| 19 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.34% | — | -0.06% | |
| 20 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.27% | — | -0.33% | |
| 21 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.27% | -0.73% | EXIT | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.26% | — | -11.59% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.24% | +1.36% | +28.71% | |
| 24 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.24% | — | -0.87% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.21% | -1.74% | +514.67% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.18% | +0.08% | +5.35% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 1.18% | -0.06% | -5.21% | |
| 28 | AAPL | Apple INC | 股票-科技 | 1.11% | -0.05% | +1.86% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.11% | — | -14.00% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.09% | — | -1.03% | |
| 31 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.04% | — | -15.94% | |
| 32 | VRSN | Verisign INC | 股票-科技 | 0.98% | — | — | |
| 33 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.98% | — | +29.45% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.91% | — | +17.32% | |
| 35 | IQLT | Ishares Msci International Q | ETF-其他 | 0.78% | — | +18.11% | |
| 36 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.77% | +0.05% | +0.38% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.75% | — | -9.31% | |
| 38 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 0.75% | — | -1.23% | |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.75% | — | -26.75% | |
| 40 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.73% | — | -6.49% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.71% | +0.10% | +0.02% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.69% | — | +104.37% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.65% | — | +3.37% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.64% | — | +0.01% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.63% | — | +0.31% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.61% | +0.06% | +1037.39% | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | -0.09% | +0.23% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.58% | — | -3.39% | |
| 49 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.57% | — | +0.86% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.57% | +0.06% | +8.57% |