CIK: 0001552999
申報總市值
US$3.6億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 44.86% | +1.67% | +2.17% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 24.05% | -0.02% | +3.97% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 6.92% | -0.01% | +37.09% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.86% | +0.01% | +4.51% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.79% | -0.02% | +22.53% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 3.38% | +0.01% | +38.73% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.97% | — | +21.79% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 2.42% | — | +22.74% | |
| 9 | VBIAX | Vanguard Balanced Index-adm | 股票-其他 | 1.56% | — | — | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | -0.05% | +1.03% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.25% | — | -2.92% | |
| 12 | T | At&t INC | 股票-通訊服務 | 0.21% | — | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.15% | -0.02% | +14.42% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.15% | +0.20% | -25.98% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.15% | -0.07% | -6.42% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.14% | +0.01% | +5.37% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.14% | +0.12% | +4.49% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.13% | +0.05% | +5.41% | |
| 19 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.10% | — | -12.53% | |
| 20 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.10% | — | — | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.10% | — | -3.16% | |
| 22 | DOW | Dow Chem Co | 股票-原物料 | 0.09% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BNDX | Vanguard Total Intl Bond ETF | +1.1% | +37.09% | 加碼 |
| 2 | VMBS | Vanguard Mortgage-backed Sec | +0.6% | +38.73% | 加碼 |
| 3 | BSV | Vanguard Short-term Bond ETF | +0.4% | +22.53% | 加碼 |
| 4 | BIV | Vanguard Intermediate-term B | +0.2% | +21.79% | 加碼 |
| 5 | BLV | Vanguard Long-term Bond ETF | +0.2% | +22.74% | 加碼 |
| 6 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.51% | 加碼 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | +14.42% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | — | +5.41% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | — | +4.49% | 加碼 |
| 10 | NOBL | Proshares S&p 500 Dividend A | 0% | +5.37% | 加碼 |
| 11 | XLP | Ss Consumer Staples Sel Sect | 0% | -3.16% | 減碼 |
| 12 | JNJ | Johnson & Johnson | 0% | +1.03% | 加碼 |
| 13 | MSFT | Microsoft CORP | 0% | -6.42% | 減碼 |
| 14 | SCHX | Schwab US Large-cap ETF | 0% | -2.92% | 減碼 |
| 15 | VZ | Verizon Communications INC | 0% | -12.53% | 減碼 |
| 16 | T | At&t INC | 0% | — | 不變 |
| 17 | LLY | Eli Lilly & Co | -0.1% | -25.98% | 減碼 |
| 18 | VEA | Vanguard Ftse Developed ETF | -0.7% | +3.97% | 加碼 |
| 19 | SCHB | Schwab US Broad Market ETF | -3.2% | +2.17% | 加碼 |
| 20 | VBIAX | Vanguard Balanced Index-adm | — | NEW | 新建倉 |
| 21 | SCHD | Schwab U.S. Dividend Equity ETF | — | NEW | 新建倉 |
| 22 | DOW | Dow Chem Co | — | NEW | 新建倉 |