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 | 26.72% | — | -16.35% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 12.98% | — | -2.28% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 9.62% | — | +17.35% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 6.83% | — | +3.81% | |
| 5 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 5.63% | — | +42.78% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 5.05% | — | -47.72% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 4.80% | — | -1.29% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 4.61% | — | +18.87% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.93% | — | -7.27% | |
| 10 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 3.90% | — | +72.37% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.56% | — | +14.38% | |
| 12 | IDV | Ishares International Select | ETF-其他 | 1.89% | — | +8.85% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.51% | — | — | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.28% | — | +100.61% | |
| 15 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.27% | — | +3.48% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.26% | — | +5.53% | |
| 17 | ✓ | Spdr Bloomberg Barclays High Y | 股票-其他 | 1.13% | — | +3.15% | |
| 18 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.11% | — | +4.72% | |
| 19 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.80% | — | -4.78% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.73% | — | +7.34% | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.64% | — | — | |
| 22 | IFGL | Ishares International Develo | ETF-其他 | 0.57% | — | — | |
| 23 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.43% | — | — | |
| 24 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.42% | — | — | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.21% | — | — | |
| 26 | ✓ | Eaton Vance Tax Mgd Buy Write Opp (etv) | 股票-其他 | 0.12% | — | — |