CIK: 0002133972
申報總市值
US$1.2億
| # | 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 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 17.06% | -0.01% | — | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 13.95% | +3.65% | — | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 12.63% | +0.09% | — | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 10.82% | -0.55% | — | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-其他 | 10.40% | +0.62% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.68% | +0.04% | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.72% | -0.15% | — | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.27% | +0.14% | — | |
| 9 | SCHH | Schwab US Reit ETF | ETF-其他 | 3.68% | +0.20% | — | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.06% | -0.05% | — | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.78% | +0.21% | — | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.96% | -0.08% | — | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.13% | -0.01% | — | |
| 14 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.44% | +0.16% | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.20% | -0.01% | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.13% | -0.01% | — | |
| 17 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.05% | — | — | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.04% | — | — |