CIK: 0001614775
申報總市值
US$2622.4萬
| # | 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 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 48.06% | +0.23% | +0.46% | |
| 2 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 21.81% | — | +5.15% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 12.50% | +6.01% | -7.85% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.36% | — | +0.35% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.25% | — | — | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.22% | — | — | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.13% | — | — | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.38% | +4.84% | +0.44% | |
| 9 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.98% | — | — | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.32% | +4.15% | +78.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | +0.1% | +78.77% | 加碼 |
| 2 | GLD | Spdr Gold Shares | -0.1% | — | 不變 |
| 3 | IWM | Ishares Russell 2000 ETF | -0.3% | +0.44% | 加碼 |
| 4 | MDY | State Street Spdr S&p Midcap | -0.4% | +0.35% | 加碼 |
| 5 | SCHD | Schwab U.S. Dividend Equity ETF | -0.7% | +5.15% | 加碼 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.1% | -7.85% | 減碼 |
| 7 | EFA | Ishares Msci Eafe ETF | -5% | +0.46% | 加碼 |
| 8 | VV | Vanguard Large-cap ETF | — | NEW | 新建倉 |
| 9 | VO | Vanguard Mid-cap ETF | — | NEW | 新建倉 |
| 10 | VB | Vanguard Small-cap ETF | — | NEW | 新建倉 |
| 11 | IAUUSD | Ishares Gold Trust | — | EXIT | 清倉 |