CIK: 0001766789
申報總市值
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| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 36.95% | — | +200.48% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 35.47% | — | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 12.63% | — | -29.91% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 11.64% | — | +26.14% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.28% | — | -77.12% | |
| 6 | F | Ford Motor Co | 股票-循環性消費 | 0.03% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +23.6% | +200.48% | 加碼 |
| 2 | VNQ | Vanguard Real Estate ETF | +0.7% | +26.14% | 加碼 |
| 3 | IJH | Ishares Core S&p Midcap ETF | -7.4% | -29.91% | 減碼 |
| 4 | IJR | Ishares Core S&p Small-cap E | -12.4% | -77.12% | 減碼 |
| 5 | IXUS | Ishares Core Intl Stock ETF | — | NEW | 新建倉 |
| 6 | EFA | Ishares Msci Eafe ETF | — | EXIT | 清倉 |
| 7 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | 清倉 |
| 8 | VWO | Vanguard Ftse Emerging Marke | — | EXIT | 清倉 |
| 9 | F | Ford Motor Co | — | NEW | 新建倉 |