CIK: 0001641440
申報總市值
US$2.8億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.34% | — | -13.36% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 10.17% | — | -12.55% | |
| 3 | USB | US Bancorp | 股票-金融 | 8.12% | — | -0.04% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 7.22% | — | +3.96% | |
| 5 | GUNR | Flexshares Global Upstream N | ETF-其他 | 6.41% | — | -3.67% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 5.97% | — | -7.56% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.89% | — | -0.29% | |
| 8 | NFRA | Flexshares Stoxx Global Broa | ETF-其他 | 5.75% | — | -6.94% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.59% | — | +2.11% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.23% | — | +0.95% | |
| 11 | RAVI | Flexshares Ultra-short Incom | ETF-其他 | 2.58% | — | +8.01% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.35% | — | +0.44% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.24% | — | +0.29% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.06% | — | -18.01% | |
| 15 | AAPL | Apple INC | 股票-科技 | 2.02% | — | +0.62% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.55% | — | -1.66% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.40% | — | +1.95% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.38% | — | +3.14% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | — | +2.20% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.19% | — | +5.62% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | — | -5.82% | |
| 22 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.78% | — | — | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.70% | — | +5.01% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.67% | — | +2.40% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.63% | — | +0.20% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.60% | — | +3.40% | |
| 27 | CWH | Camping World Holdings Inc-a | 股票-其他 | 0.57% | — | — | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.49% | — | +5.64% | |
| 29 | WMT | Walmart INC | 股票-非循環性消費 | 0.48% | — | -1.63% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.46% | — | +0.57% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | — | -11.01% | |
| 32 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.42% | — | +13.31% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.39% | — | -3.56% | |
| 34 | ABBV | Abbvie INC | 股票-醫療保健 | 0.39% | — | -2.16% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.38% | — | +1.44% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.37% | — | -0.98% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.32% | — | -1.18% | |
| 38 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.32% | — | +4.31% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.32% | — | +4.60% | |
| 40 | WPC | Wp Carey INC | 股票-房地產 | 0.31% | — | — | |
| 41 | UPS | United Parcel Service-cl B | 股票-工業 | 0.30% | — | -1.52% | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.29% | — | — | |
| 43 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.28% | — | -5.14% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.27% | — | — | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.26% | — | — | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.25% | — | -5.09% | |
| 47 | MMM | 3m Co | 股票-工業 | 0.25% | — | +0.17% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.24% | — | — | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.23% | — | — | |
| 50 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.22% | — | -1.43% |