CIK: 0001802119
申報總市值
US$2.5億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 49.23% | -0.51% | -5.84% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 34.97% | +0.78% | +11.07% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.80% | +0.19% | -0.44% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.62% | +0.03% | +17.48% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.47% | — | — | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.04% | -0.12% | -29.50% | |
| 7 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.00% | — | — | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.96% | -0.19% | +7.30% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.78% | +0.01% | -14.33% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.13% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.7% | -5.84% | 減碼 |
| 2 | SCHF | Schwab Intl Equity ETF | +0.4% | +17.48% | 加碼 |
| 3 | ITOT | Ishares Core S&p Total U.s. | +0.3% | +7.30% | 加碼 |
| 4 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -0.44% | 減碼 |
| 5 | VXUS | Vanguard Total Intl Stock | -0.1% | -14.33% | 減碼 |
| 6 | TLH | Ishares 10-20 Year Treasury | -0.3% | — | 不變 |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | -0.3% | — | 不變 |
| 8 | IEF | Ishares 7-10 Year Treasury B | -0.4% | +11.07% | 加碼 |
| 9 | SCHB | Schwab US Broad Market ETF | -0.7% | -29.50% | 減碼 |
| 10 | EEM | Ishares Msci Emerging Market | — | NEW | 新建倉 |