CIK: 0001752833
申報總市值
US$1.4億
| # | 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 | 35.31% | +6.20% | -2.36% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 24.19% | -1.67% | — | |
| 3 | USRT | Ishares Core US Reit ETF | ETF-其他 | 8.76% | +2.92% | — | |
| 4 | GNR | State Street Spdr S&p Global | ETF-其他 | 8.57% | -0.59% | — | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-其他 | 7.71% | -7.25% | EXIT | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.34% | +3.14% | — | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 6.25% | -2.34% | — | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 1.72% | -0.07% | — | |
| 9 | RSPG | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.75% | -0.20% | — | |
| 10 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 0.40% | -0.13% | — |
| # | 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 | +3.4% | -2.36% | 減碼 |
| 2 | VWO | Vanguard Ftse Emerging Marke | +1.9% | — | 不變 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.8% | — | 不變 |
| 4 | VT | Vanguard Tot World Stk ETF | +0.7% | — | 不變 |
| 5 | USRT | Ishares Core US Reit ETF | +0.3% | — | 不變 |
| 6 | VXF | Vanguard Extended Market ETF | +0.3% | — | 不變 |
| 7 | VTV | Vanguard Value ETF | +0.1% | — | 不變 |
| 8 | GNR | State Street Spdr S&p Global | -0.3% | — | 不變 |
| 9 | RSPG | Invesco S&p 500 Equal Weight | -0.5% | — | 不變 |
| 10 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | — | EXIT | 清倉 |
| 11 | IWP | Ishares Russell Mid-cap Grow | — | EXIT | 清倉 |
| 12 | IWS | Ishares Russell Mid-cap Valu | — | EXIT | 清倉 |
| 13 | XOP | Ss Spdr S&p Og Exp & Prod | — | NEW | 新建倉 |