CIK: 0001695908
申報總市值
US$3.7億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 28.39% | — | +1.77% | |
| 2 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 21.98% | — | -1.27% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-其他 | 18.10% | — | +2.28% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 15.98% | — | -2.31% | |
| 5 | ✓ | Powershares | 股票-其他 | 6.96% | — | -1.41% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.91% | — | +1.75% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | — | +0.10% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.55% | — | +3.92% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.47% | — | +1.52% | |
| 10 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.46% | — | +5.43% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.45% | — | — | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.45% | — | — | |
| 13 | QCOM | Qualcomm INC | 股票-科技 | 0.45% | — | +95.08% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.44% | — | -6.32% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.39% | — | -13.36% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.38% | — | +4.23% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.37% | — | -2.77% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.34% | — | +5.65% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.29% | — | -1.56% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.29% | — | -4.76% | |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.28% | — | +8.56% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.27% | — | +9.36% | |
| 23 | ✓ | Powershares Act Mang Comm Fd | 股票-其他 | 0.25% | — | — | |
| 24 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.25% | — | — | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.24% | — | -0.26% | |
| 26 | BWZ | State Street Spdr Bloomberg | ETF-其他 | 0.21% | — | -10.17% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.20% | — | — |