CIK: 0001936987
申報總市值
US$1.3億
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 16.41% | -0.18% | +2.33% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 12.81% | +0.44% | +3.65% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 11.29% | +0.29% | +3.27% | |
| 4 | MVV | Proshares Ultra Midcap400 | ETF-其他 | 8.08% | — | -0.11% | |
| 5 | SAA | Proshares Ultra Smallcap600 | ETF-其他 | 7.66% | — | +0.05% | |
| 6 | SSO | Proshares Ultra S&p500 | ETF-其他 | 7.56% | — | -0.42% | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 3.78% | +0.01% | -0.57% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 3.75% | +0.02% | +0.21% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 3.68% | +0.01% | +4.50% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 3.44% | -0.08% | -1.67% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 3.32% | +0.02% | -1.10% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.48% | +0.02% | +6.50% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.47% | -0.02% | -0.91% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.89% | -0.09% | -2.12% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.40% | +0.01% | +100.04% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.23% | +0.02% | +200.28% | |
| 17 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.21% | +0.01% | +0.37% | |
| 18 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.18% | +0.01% | +0.34% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.14% | -0.04% | -7.57% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.03% | -0.01% | +0.31% | |
| 21 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.01% | +0.02% | +0.20% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.99% | -0.10% | -10.40% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.77% | — | +0.81% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.70% | — | +102.01% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.41% | -0.03% | -3.05% | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.30% | — | — |