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 | 40.52% | -2.43% | +1.08% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 13.66% | -0.01% | +2.51% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 11.59% | +0.03% | +2.89% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 10.81% | +1.03% | +4.03% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 7.77% | -0.06% | +3.66% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 7.20% | — | +3.19% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.51% | +0.13% | +2.25% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.13% | -0.15% | -1.60% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.38% | — | -9.16% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.31% | +0.04% | +0.47% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.30% | — | +0.36% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.23% | — | -4.56% | |
| 13 | AAPL | Apple INC | 股票-科技 | 0.20% | -0.03% | +4.13% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.15% | — | +0.39% | |
| 15 | SMBK | Smartfinancial INC | 股票-其他 | 0.09% | — | +0.27% | |
| 16 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.09% | +0.02% | +0.25% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.06% | — | — |