CIK: 0001841433
申報總市值
US$7.3億
| # | 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 | VUG | Vanguard Growth ETF | ETF-其他 | 13.34% | — | -0.35% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 10.71% | — | -2.17% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 9.21% | — | +1.46% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 7.85% | — | +0.90% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 7.54% | — | +1.22% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 5.72% | — | -2.24% | |
| 7 | VAW | Vanguard Materials ETF | ETF-其他 | 5.46% | — | -0.94% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.08% | — | +0.87% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.49% | — | +0.44% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 4.03% | — | -1.91% | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 3.68% | — | -2.52% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.63% | — | +8.56% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.83% | — | +1.21% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.82% | — | +2.69% | |
| 15 | ✓ | Integrys Energy Group INC | 股票-其他 | 2.38% | — | +2.75% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.35% | — | -2.28% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.19% | — | -3.22% | |
| 18 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.98% | — | -3.15% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.09% | — | -2.41% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.71% | — | +3.09% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | — | — | |
| 22 | FIS | Fidelity National Info Serv | 股票-科技 | 0.30% | — | -5.79% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.29% | — | -7.50% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.28% | — | -10.79% | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.26% | — | +41.72% | |
| 26 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.22% | — | — | |
| 27 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 0.18% | — | +12.91% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.17% | — | -4.12% | |
| 29 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.16% | — | — | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.15% | — | -1.49% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.15% | — | — | |
| 32 | ✓ | Bank Mut CORP New Com | 股票-其他 | 0.09% | — | — |