CIK: 0001752758
申報總市值
US$5.9億
| # | 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 | VTIP | Vanguard Short-term Tips | ETF-其他 | 14.97% | — | +9.68% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 13.81% | — | +7.94% | |
| 3 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 12.25% | — | +4.73% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 12.18% | — | +9.20% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 9.88% | +0.01% | +6.52% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.53% | — | -4.90% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 7.09% | -0.01% | +4.82% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.14% | — | -6.00% | |
| 9 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 2.80% | — | +4.12% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.79% | -0.12% | +6.44% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.98% | +0.24% | -1.60% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.51% | — | -1.92% | |
| 13 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.23% | — | +4.25% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.15% | -0.09% | -5.52% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.82% | — | +10.50% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.64% | — | -4.83% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.61% | -0.13% | +33.08% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.48% | — | +3.24% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.42% | -0.06% | +4.27% | |
| 20 | T | At&t INC | 股票-通訊服務 | 0.32% | — | -8.26% | |
| 21 | TSS | Total System Services INC | 股票-其他 | 0.30% | — | -15.92% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.29% | — | — | |
| 23 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.28% | +0.10% | +0.69% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.28% | — | +7.20% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.27% | — | +1.81% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.26% | — | — | |
| 27 | MMM | 3m Co | 股票-工業 | 0.25% | — | — | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.25% | — | — | |
| 29 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.21% | — | — |