CIK: 0001711360
申報總市值
US$1.5億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 54.85% | -0.26% | +1.48% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-其他 | 26.49% | +0.48% | +1.75% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 8.71% | +0.01% | +3.67% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 8.44% | +0.27% | +0.71% | |
| 5 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.99% | +0.01% | +0.21% | |
| 6 | NSC | Norfolk Southern CORP | 股票-工業 | 0.27% | — | — | |
| 7 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.26% | -0.01% | — |