CIK: 0001630798
申報總市值
US$1.7億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 67.17% | +2.28% | +5.62% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.45% | -0.33% | -1.09% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.31% | -2.58% | +2.56% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.73% | +0.26% | — | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.93% | +0.30% | +2.69% | |
| 6 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 3.13% | -0.30% | -1.30% | |
| 7 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 0.26% | +0.33% | — | |
| 8 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.03% | +0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.1% | +5.62% | 加碼 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | 0% | +2.69% | 加碼 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +2.56% | 加碼 |
| 4 | IEUR | Ishares Core Msci Europe ETF | -0.1% | -1.30% | 減碼 |
| 5 | VNQ | Vanguard Real Estate ETF | -0.5% | — | 不變 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | -0.7% | -1.09% | 減碼 |
| 7 | VCLT | Vanguard Long-term CORP Bond | — | NEW | 新建倉 |
| 8 | VGLT | Vanguard Long-term Treasury | — | NEW | 新建倉 |