CIK: 0001898145
申報總市值
US$1.7億
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 29.83% | -1.07% | -1.14% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 19.61% | +0.21% | +0.38% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-其他 | 13.93% | +0.03% | +1.08% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 13.14% | -0.06% | +0.52% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 12.22% | +0.26% | +0.01% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 8.22% | +0.41% | -2.20% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.95% | -0.03% | — | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.60% | — | +7.06% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.59% | — | +0.99% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.32% | -0.01% | -8.60% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.30% | -0.01% | — | |
| 12 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.27% | -0.03% | — |