CIK: 0001584362
申報總市值
US$5056.3萬
| # | 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 | 38.45% | — | — | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 15.30% | -0.22% | +1.34% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 13.72% | — | -6.49% | |
| 4 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 8.13% | -0.05% | +38.46% | |
| 5 | ✓ | Alps Group Inc | 股票-其他 | 7.06% | — | +14.89% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 5.66% | -0.14% | -29.23% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.51% | — | +11.82% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 4.01% | -0.08% | +11.76% | |
| 9 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.17% | — | +44.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VPL | Vanguard Ftse Pacific ETF | +2.3% | +38.46% | 加碼 |
| 2 | VGK | Vanguard Ftse Europe ETF | +0.9% | +1.34% | 加碼 |
| 3 | ACWX | Ishares Msci Acwi Ex US ETF | +0.7% | +44.44% | 加碼 |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +11.82% | 加碼 |
| 5 | ✓ | Alps Group Inc | +0.3% | +14.89% | 加碼 |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +11.76% | 加碼 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | -0.7% | — | 不變 |
| 8 | VB | Vanguard Small-cap ETF | -0.8% | -6.49% | 減碼 |
| 9 | VNQ | Vanguard Real Estate ETF | -3.3% | -29.23% | 減碼 |