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 | VUG | Vanguard Growth ETF | ETF-其他 | 38.63% | — | -2.94% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 23.45% | — | +4.60% | |
| 3 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 22.41% | — | -6.72% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.56% | — | +4.06% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.56% | — | +1.61% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.28% | — | -0.52% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.02% | — | +52.28% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.96% | — | -0.42% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.92% | — | -2.95% | |
| 10 | AAPL | Apple INC | 股票-科技 | 0.73% | — | -4.78% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.73% | — | — | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.65% | — | -2.66% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.61% | — | +9.65% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.56% | — | -3.43% | |
| 15 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.51% | — | — | |
| 16 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.51% | — | -0.76% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.44% | — | -1.02% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.43% | — | — | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.42% | — | — | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | -1.62% | |
| 21 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.37% | — | — | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.34% | — | — | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.34% | — | — | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.33% | — | — | |
| 25 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.30% | — | -8.59% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.28% | — | -9.64% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.27% | — | — |