CIK: 0001761742
申報總市值
US$2.4億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 12.13% | — | +5.15% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.83% | — | -0.05% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.73% | — | +1.55% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.52% | — | -1.67% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.40% | — | +16.66% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.35% | — | +4.52% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.70% | — | +2.52% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.68% | — | +0.65% | |
| 9 | AAPL | Apple INC | 股票-科技 | 3.24% | — | -2.05% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.21% | — | +10.23% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.78% | — | -1.14% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.77% | — | -4.72% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.64% | — | +4.49% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.51% | — | +1.43% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.45% | — | +1.13% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 2.11% | — | -2.20% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.78% | — | -3.54% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.72% | — | +11.29% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.66% | — | +17.56% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.46% | — | +0.09% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.36% | — | -1.97% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.35% | — | +14.50% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.33% | — | +2.54% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.25% | — | -10.04% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.22% | — | +2.48% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.21% | — | -2.57% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.19% | — | +16.57% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.18% | — | +4.66% | |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.09% | — | +3.44% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.08% | — | -1.73% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.08% | — | +11.66% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.99% | — | +1.90% | |
| 33 | CME | Cme Group INC | 股票-金融 | 0.89% | — | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.76% | — | +3.90% | |
| 35 | IVZ | Invesco Ltd. | 股票-金融 | 0.72% | — | -11.42% | |
| 36 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.70% | — | -5.31% | |
| 37 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.68% | — | -0.09% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.68% | — | +0.27% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.62% | — | +1.67% | |
| 40 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.59% | — | +3.97% | |
| 41 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.56% | — | +49.95% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.54% | — | -0.85% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.53% | — | -1.09% | |
| 44 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.52% | — | -0.02% | |
| 45 | CPB | THE Campbell's Company | 股票-非循環性消費 | 0.48% | — | -14.57% | |
| 46 | ILMN | Illumina INC | 股票-醫療保健 | 0.44% | — | -2.75% | |
| 47 | USB | US Bancorp | 股票-金融 | 0.41% | — | +73.63% | |
| 48 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.38% | — | — | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | — | -2.45% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.37% | — | -0.66% |