CIK: 0001762294
申報總市值
US$4.3億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 39.30% | -2.43% | +2.11% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 13.70% | -0.01% | +2.24% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 11.52% | +0.03% | +2.15% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 10.60% | +1.03% | +0.96% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 8.32% | -0.06% | +0.48% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 7.58% | — | +1.95% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.35% | +0.13% | +3.00% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.20% | -0.15% | +0.44% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.78% | — | -5.94% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.34% | +0.04% | +0.46% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.29% | — | +0.37% | |
| 12 | AAPL | Apple INC | 股票-科技 | 0.27% | -0.03% | +2.24% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.26% | — | +2.40% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.15% | — | +0.56% | |
| 15 | TSLA | Tesla INC | 股票-循環性消費 | 0.14% | +0.01% | NEW | |
| 16 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.10% | +0.02% | — | |
| 17 | SMBK | Smartfinancial INC | 股票-其他 | 0.09% | — | +0.34% |