CIK: 0001488921
申報總市值
US$19.1億
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 48.99% | +0.32% | -4.72% | |
| 2 | SCHK | Schwab 1000 Index ETF | ETF-大型股與成長 | 15.43% | +0.07% | +25.35% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 14.96% | +0.03% | -1.41% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 10.82% | +0.47% | +2.72% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.72% | +0.06% | -3.78% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.78% | +0.01% | +16.01% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.86% | +0.02% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.56% | +0.01% | — | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.49% | -0.09% | — | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.19% | +0.18% | -6.15% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.09% | — | +11.00% | |
| 12 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.07% | — | — | |
| 13 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.05% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHK | Schwab 1000 Index ETF | +3% | +25.35% | 加碼 |
| 2 | SCHA | Schwab US Small-cap ETF | +0.3% | +16.01% | 加碼 |
| 3 | SCHM | Schwab US Mid Cap ETF | +0.2% | +2.72% | 加碼 |
| 4 | SCHB | Schwab US Broad Market ETF | 0% | +11.00% | 加碼 |
| 5 | IJR | Ishares Core S&p Small-cap E | — | -6.15% | 減碼 |
| 6 | WTW | Willis Towers Watson Public Limited Company | — | — | 不變 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | 不變 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不變 |
| 9 | SCHX | Schwab US Large-cap ETF | 0% | — | 不變 |
| 10 | IWM | Ishares Russell 2000 ETF | 0% | -3.78% | 減碼 |
| 11 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -1.41% | 減碼 |
| 12 | IWB | Ishares Russell 1000 ETF | -2.9% | -4.72% | 減碼 |
| 13 | BND | Vanguard Total Bond Market | — | EXIT | 清倉 |
| 14 | MAA | Mid-america Apartment Comm | — | NEW | 新建倉 |