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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 51.31% | -6.77% | +23.33% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 34.42% | +3.49% | +6.80% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 8.97% | +1.46% | +7.03% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.20% | — | -32.96% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.48% | +0.49% | +0.80% | |
| 6 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.29% | — | +14.74% | |
| 7 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.33% | — | +16.86% |
| # | 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 | — | EXIT | 清倉 |
| 2 | AGG | Ishares Core U.s. Aggregate | — | EXIT | 清倉 |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | — | EXIT | 清倉 |
| 4 | MUB | Ishares National Muni Bond E | — | EXIT | 清倉 |
| 5 | IJR | Ishares Core S&p Small-cap E | — | EXIT | 清倉 |
| 6 | EFAV | Ishares Msci Eafe Min Vol Fa | — | EXIT | 清倉 |
| 7 | EEMV | Ishares Msci Emg Mkt Min Vol | — | EXIT | 清倉 |