CIK: 0001633903
申報總市值
US$3.3億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 28.52% | — | -28.24% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 18.53% | — | -23.83% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 17.83% | — | +75.81% | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 8.45% | — | — | |
| 5 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 8.41% | — | +220.91% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.37% | — | -16.67% | |
| 7 | IDV | Ishares International Select | ETF-其他 | 2.26% | — | -16.90% | |
| 8 | PBP | Invesco S&p 500 Buywrite ETF | ETF-大型股與成長 | 1.86% | — | -10.76% | |
| 9 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.78% | — | -15.35% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.75% | — | -12.39% | |
| 11 | ✓ | Spdr Bloomberg Barclays High Y | 股票-其他 | 1.71% | — | -14.02% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.54% | — | +13.47% | |
| 13 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.13% | — | +8.82% | |
| 14 | BND | Vanguard Total Bond Market | ETF-其他 | 1.00% | — | -94.91% | |
| 15 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.96% | — | -5.16% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.89% | — | — | |
| 17 | IFGL | Ishares International Develo | ETF-其他 | 0.83% | — | -11.91% | |
| 18 | ✓ | Eaton Vance Tax Mgd Buy Write Opp (etv) | 股票-其他 | 0.16% | — | — |