CIK: 0001713678
申報總市值
US$6.4億
| # | 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 10.78% | -0.48% | +11.76% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-其他 | 10.42% | +0.23% | +9.43% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 8.92% | -14.07% | EXIT | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 8.63% | +0.60% | +15.67% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.32% | +0.39% | +45.46% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.03% | — | -2.55% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.02% | +4.36% | -1.35% | |
| 8 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 4.54% | — | +14.43% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 4.40% | +4.38% | NEW | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 4.36% | -0.17% | +17.13% | |
| 11 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-其他 | 4.04% | -0.17% | +24.31% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 3.30% | +0.08% | +44.34% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.83% | +0.06% | -40.59% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.90% | +0.02% | -42.06% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.74% | +0.20% | +76.94% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.44% | -0.05% | +69.08% | |
| 17 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.30% | +0.22% | -4.84% | |
| 18 | DDM | Proshares Ultra Dow30 | ETF-其他 | 1.21% | +0.21% | -1.96% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.05% | +0.06% | -31.77% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.01% | — | -27.75% | |
| 21 | QLD | Proshares Ultra Qqq | ETF-其他 | 0.98% | +0.57% | +2.36% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.94% | +0.02% | -29.13% | |
| 23 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 0.90% | +0.05% | -21.94% | |
| 24 | UST | Proshares Ultra 7-10 Year Tr | ETF-其他 | 0.86% | — | +27.06% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.64% | +0.02% | -20.57% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.59% | +0.04% | +11.88% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.51% | +0.05% | -32.30% | |
| 28 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.47% | — | -14.60% | |
| 29 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 0.41% | — | -34.81% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.40% | +0.02% | -13.96% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.32% | — | +41.04% | |
| 32 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.27% | — | +209.36% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.24% | — | — | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.24% | +0.04% | -7.32% | |
| 35 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.22% | — | -13.07% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.21% | — | +34.56% | |
| 37 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.19% | — | -35.31% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.18% | — | -27.13% | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.17% | — | — | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.17% | — | +0.12% | |
| 41 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.17% | — | -1.91% | |
| 42 | ILCB | Ishares Morningstar U.s. Equ | ETF-其他 | 0.16% | — | -11.74% | |
| 43 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.16% | — | — | |
| 44 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.16% | — | — | |
| 45 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-科技型 | 0.15% | — | -10.69% | |
| 46 | T | At&t INC | 股票-通訊服務 | 0.14% | — | -3.12% | |
| 47 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.13% | — | — | |
| 48 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.13% | — | -2.96% | |
| 49 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.12% | — | -26.83% | |
| 50 | AMGN | Amgen INC | 股票-醫療保健 | 0.12% | — | — |