CIK: 0001849336
申報總市值
US$3.1億
| # | 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 | 49.96% | — | -1.95% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 24.00% | — | +0.38% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-其他 | 6.76% | — | +2.00% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.77% | — | +0.40% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.90% | — | -2.77% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.42% | — | +22.72% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.77% | — | +24.67% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.46% | — | -2.39% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.91% | — | +8.98% | |
| 10 | AAPL | Apple INC | 股票-科技 | 0.68% | — | — | |
| 11 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.43% | — | +147.00% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.28% | — | -11.30% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.21% | — | -0.16% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.20% | — | +62.14% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.13% | — | — | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | — | — |