CIK: 0001683754
申報總市值
US$3.8億
| # | 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 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 11.06% | +0.68% | -4.48% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 8.37% | -0.02% | -0.18% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-其他 | 8.00% | +0.64% | -0.24% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 5.54% | +0.38% | +1.14% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.10% | -0.35% | +1.05% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.80% | -0.08% | +1.29% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.74% | -0.30% | +1.09% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 3.60% | +0.37% | +0.42% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.18% | -0.02% | +2.05% | |
| 10 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 3.06% | -0.24% | +0.58% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.84% | -0.21% | +1.27% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.46% | -0.18% | +0.84% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.25% | +0.08% | -1.75% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.25% | — | -3.28% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.22% | -0.14% | +2.07% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.62% | +0.02% | +2.36% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.56% | +0.08% | -0.52% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.38% | +0.09% | -0.69% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.31% | -0.03% | -0.30% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.11% | -0.13% | +0.32% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.03% | +0.07% | +0.48% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.90% | +0.14% | -4.91% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.88% | — | +0.68% | |
| 24 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.85% | — | -0.99% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.85% | — | +0.02% | |
| 26 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.75% | -0.05% | -0.96% | |
| 27 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-其他 | 0.74% | -0.08% | -4.14% | |
| 28 | SUB | Ishares Short-term National | ETF-其他 | 0.73% | — | +2.40% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.73% | +0.02% | +0.05% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.71% | -0.02% | -3.35% | |
| 31 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.69% | — | -0.53% | |
| 32 | BND | Vanguard Total Bond Market | ETF-其他 | 0.68% | -0.03% | -3.42% | |
| 33 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-其他 | 0.64% | — | +424.63% | |
| 34 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.59% | -0.02% | +1.57% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.49% | — | +15.17% | |
| 36 | MMAX | Ishares Larg Cm Buff Mar ETF | ETF-其他 | 0.49% | +0.14% | -5.88% | |
| 37 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.48% | — | -0.15% | |
| 38 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.48% | — | +1.46% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.45% | +0.01% | +4.78% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.43% | +0.01% | +5.71% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.43% | — | +0.36% | |
| 42 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.39% | — | -2.36% | |
| 43 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.37% | — | +10.58% | |
| 44 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-其他 | 0.35% | — | -1.00% | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.33% | -0.08% | — | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.32% | — | -0.30% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.31% | — | -4.96% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.30% | +0.03% | +0.25% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.30% | +0.01% | +7.87% | |
| 50 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.29% | — | +0.57% |