CIK: 0001774727
申報總市值
US$4.7億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 43.23% | +3.49% | +19.19% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 41.04% | -6.77% | +43.26% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 10.92% | — | +8.05% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.23% | — | -76.77% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.11% | — | — | |
| 6 | ✓ | Vanguard Scottsdale Fds | 股票-其他 | 1.11% | — | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.06% | +0.49% | -70.25% | |
| 8 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.31% | — | -77.55% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +9.5% | +43.26% | 加碼 |
| 2 | AGG | Ishares Core U.s. Aggregate | -0.1% | +19.19% | 加碼 |
| 3 | BSV | Vanguard Short-term Bond ETF | -0.2% | — | 不變 |
| 4 | MUB | Ishares National Muni Bond E | -1.1% | +8.05% | 加碼 |
| 5 | EEMV | Ishares Msci Emg Mkt Min Vol | -1.2% | -77.55% | 減碼 |
| 6 | IJR | Ishares Core S&p Small-cap E | -3.1% | -70.25% | 減碼 |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | -4.9% | -76.77% | 減碼 |
| 8 | ✓ | Vanguard Scottsdale Fds | — | NEW | 新建倉 |