CIK: 0001573947
申報總市值
US$2.3億
| # | 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 | BND | Vanguard Total Bond Market | ETF-其他 | 30.92% | -1.79% | -11.52% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 29.41% | +0.93% | +15.81% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 16.78% | +0.49% | +13.80% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 12.80% | -0.51% | -12.81% | |
| 5 | VFVA | Vanguard U.s. Value Factor | ETF-其他 | 9.28% | +0.34% | -0.44% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 0.29% | -0.08% | +0.20% | |
| 7 | BP | Bp Plc-spons Adr | 股票-能源 | 0.26% | -0.14% | -11.92% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.14% | +0.08% | — | |
| 9 | APA | Apa CORP | 股票-能源 | 0.12% | — | +0.35% |
| # | 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 | +2.1% | +15.81% | 加碼 |
| 2 | VXUS | Vanguard Total Intl Stock | +1.6% | +13.80% | 加碼 |
| 3 | APA | Apa CORP | — | +0.35% | 加碼 |
| 4 | BP | Bp Plc-spons Adr | 0% | -11.92% | 減碼 |
| 5 | MSFT | Microsoft CORP | 0% | +0.20% | 加碼 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 不變 |
| 7 | VFVA | Vanguard U.s. Value Factor | -0.4% | -0.44% | 減碼 |
| 8 | BNDX | Vanguard Total Intl Bond ETF | -1% | -12.81% | 減碼 |
| 9 | BND | Vanguard Total Bond Market | -2% | -11.52% | 減碼 |
| 10 | CVX | Chevron CORP | — | EXIT | 清倉 |
| 11 | AAPL | Apple INC | — | EXIT | 清倉 |