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 | 52.89% | — | +1.50% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 15.97% | — | -0.35% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-其他 | 10.56% | — | +15.51% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.95% | — | +3.87% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.36% | — | -0.85% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.79% | — | +23.53% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.47% | — | +7.49% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.46% | — | +0.53% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.09% | — | +12.14% | |
| 10 | AAPL | Apple INC | 股票-科技 | 0.46% | — | -0.73% | |
| 11 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.39% | — | +1.14% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 0.33% | — | -25.68% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.31% | — | — | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.24% | — | -13.70% | |
| 15 | ACN | Accenture plc | 股票-科技 | 0.22% | — | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.16% | — | -18.34% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.14% | — | — | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.10% | — | +5.30% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.09% | — | — |