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 | 29.29% | — | -3.30% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 10.33% | — | — | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 8.91% | — | -4.76% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 7.63% | — | -10.18% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-其他 | 7.53% | — | -10.31% | |
| 6 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 5.69% | — | -1.57% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 4.74% | — | +1.83% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.77% | — | -10.26% | |
| 9 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 3.70% | — | +119.66% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.05% | — | -2.21% | |
| 11 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 2.27% | — | +503.21% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.62% | — | — | |
| 13 | IDV | Ishares International Select | ETF-其他 | 1.50% | — | — | |
| 14 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 1.22% | — | — | |
| 15 | PBP | Invesco S&p 500 Buywrite ETF | ETF-大型股與成長 | 1.15% | — | — | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.11% | — | +43.39% | |
| 17 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.05% | — | — | |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.99% | — | +5.30% | |
| 19 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.97% | — | -36.21% | |
| 20 | ✓ | Spdr Bloomberg Barclays High Y | 股票-其他 | 0.94% | — | — | |
| 21 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.60% | — | — | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.53% | — | — | |
| 23 | IFGL | Ishares International Develo | ETF-其他 | 0.51% | — | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.46% | — | — | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.32% | — | -8.76% | |
| 26 | ✓ | Eaton Vance Tax Mgd Buy Write Opp (etv) | 股票-其他 | 0.10% | — | — | |
| 27 | IQLT | Ishares Msci International Q | ETF-其他 | 0.04% | — | — |