CIK: 0001666910
申報總市值
US$2.2億
| # | 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 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 14.54% | +0.05% | +1.95% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 13.51% | -0.46% | -3.62% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 12.86% | — | -3.32% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 12.36% | -0.34% | -4.91% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 12.35% | — | -0.28% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.09% | -0.70% | -0.72% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 6.80% | — | — | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.77% | — | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.03% | — | +0.07% | |
| 10 | ✓ | Powershares | 股票-其他 | 2.61% | — | -22.42% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.77% | +0.01% | -1.27% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.54% | — | -1.01% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.40% | — | — | |
| 14 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.21% | — | — | |
| 15 | SMFG | Sumitomo Mitsui Financial Group, Inc. | 股票-金融 | 0.71% | — | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | +0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MINT | Pimco Enhanced Short Maturit | +0.4% | +1.95% | 加碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.1% | -3.62% | 減碼 |
| 3 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.72% | 減碼 |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | -0.28% | 減碼 |
| 5 | IWV | Ishares Russell 3000 ETF | -0.1% | -4.91% | 減碼 |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | -1.27% | 減碼 |
| 7 | BIV | Vanguard Intermediate-term B | -0.1% | -1.01% | 減碼 |
| 8 | AGG | Ishares Core U.s. Aggregate | -0.1% | +0.07% | 加碼 |
| 9 | MTUM | Ishares Msci USA Momentum Fa | -0.6% | -3.32% | 減碼 |
| 10 | ✓ | Powershares | -0.7% | -22.42% | 減碼 |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | — | EXIT | 清倉 |
| 12 | GLD | Spdr Gold Shares | — | EXIT | 清倉 |
| 13 | VO | Vanguard Mid-cap ETF | — | NEW | 新建倉 |
| 14 | IJH | Ishares Core S&p Midcap ETF | — | NEW | 新建倉 |
| 15 | VWO | Vanguard Ftse Emerging Marke | — | NEW | 新建倉 |
| 16 | SHM | Ss Spdr N Ice St Muni ETF | — | NEW | 新建倉 |
| 17 | SMFG | Sumitomo Mitsui Financial Group, Inc. | — | NEW | 新建倉 |
| 18 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新建倉 |