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 | 12.81% | — | +1.37% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 10.65% | — | +0.84% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 8.98% | — | +2.77% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 8.30% | — | +4.06% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 8.10% | — | +7.20% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 5.10% | — | -1.45% | |
| 7 | VAW | Vanguard Materials ETF | ETF-其他 | 5.01% | — | -0.65% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.01% | — | +3.84% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.25% | — | -0.40% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.15% | — | +9.56% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 3.78% | — | -1.25% | |
| 12 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 3.71% | — | -0.54% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.34% | — | +7.69% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.89% | — | +0.18% | |
| 15 | ✓ | Integrys Energy Group INC | 股票-其他 | 2.66% | — | +16.63% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.34% | — | -0.44% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.06% | — | +1.29% | |
| 18 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.88% | — | -0.55% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.10% | — | +0.13% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.06% | — | +47.68% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | — | |
| 22 | FIS | Fidelity National Info Serv | 股票-科技 | 0.34% | — | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.28% | — | — | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.28% | — | +7.65% | |
| 25 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.23% | — | — | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.20% | — | -19.77% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.16% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.15% | — | — | |
| 29 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.15% | — | — | |
| 30 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 0.14% | — | -3.24% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.14% | — | — | |
| 32 | ✓ | Bank Mut CORP New Com | 股票-其他 | 0.10% | — | — |