CIK: 0001894206
申報總市值
US$2.6億
| # | 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 | BND | Vanguard Total Bond Market | ETF-其他 | 16.99% | +0.40% | +1.68% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 14.87% | -0.15% | +1.55% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 14.09% | -0.29% | +1.78% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 9.85% | -0.02% | +1.40% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 9.40% | +0.23% | +2.41% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 8.87% | -0.55% | +3.85% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 8.10% | +0.70% | +1.84% | |
| 8 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 5.98% | -0.17% | +2.69% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.25% | -0.39% | +3.53% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.68% | +0.47% | +4.04% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.04% | -0.09% | +3.51% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.40% | +0.03% | +2.96% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.69% | — | — | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.65% | — | — | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.42% | -0.04% | +0.18% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 0.36% | -0.01% | +0.54% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.14% | -0.01% | -37.30% | |
| 18 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.12% | +0.08% | NEW | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.12% | +0.05% | — |